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.
Podcasting since 2019 • 216 episodes
Managing Your Financial Future with Lucia Capital Group
Latest Episodes
A Tale of Two Retirements: One Good, One Bad
How is it possible that two individuals could retire with the exact same portfolio allocation and use the exact same withdrawal strategy, and yet one is still going strong after 40 years while the other is completely destroyed before year 10?
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Episode 216
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33:17
Do You Really Have to Pay Taxes On a Gift?
Have you heard of the "Gift Tax?" Many people are at least familiar with the term, but relatively few know how, when, or where it might be applied. Generosity certainly has its benefits, but is there also a tax that someone should b...
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Episode 215
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34:51
Should You Ever Consider a 401(k) Loan?
For many people, the 401(k) is their largest source of retirement savings. Because of that, it may be tempting to tap into some of that money in the form of a loan if you need some quick cash.But is that smart? Maybe - but only if ...
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Episode 214
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33:03
What If the Markets Crash When You Start Retirement?
After years of building your savings, there are a number of scenarios that threaten to deplete it. But what happens if you retire just when the stock market takes a big downturn? If you're selling stocks to provide yourself with an income, you'...
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Episode 213
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35:26
The Truth About This Volatile Stock Market
The first trading two weeks of March, 2025 were brutal for stocks. Nearly $4 trillion of value was lost in less than a month. All of this negative volatility, with suspicions that more is to come, has created a great deal of fear and pani...
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Episode 212
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36:55