Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
Managing Your Financial Future with Lucia Capital Group
Latest Episodes
The 3 Financial Principles That Matter Most
We've discussed many different topics on this podcast over the years: retirement income, Social Security, taxes, Roth conversions, and the Bucket Strategy, to name a few. But there are certain core principles underneath nearly every planning co...
5 Ways Your Social Security Benefits Can Be Reduced
Social Security is thought of as one of the most predictable parts of a retirement plan. You look at your statement, estimate your benefit, and assume that number will be there when you need it. But the amount you expect and the amount that act...
The Trickiest Bucket to Fill
The Bucket Strategy sounds simple in broad terms. One bucket is designed for money you may need soon, another is built for long-term growth, and the middle bucket sits somewhere in between. But that middle bucket may be the hardest one to get r...
3 Retirement Assumptions That Can Cost You
Retirement has a way of exposing assumptions you may not even realize you're making. While you're working, a lot of financial decisions feel automatic: tax withholding, paychecks, and your retirement accounts mostly stay in the background. But ...
Are You Not Spending Enough in Retirement?
Retirement planning often assumes your spending should start at one level and then rise every year with inflation. Sounds logical, right? But the reality is that many retirees spend more in the early years, when they are healthier, more active,...