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
How to Build Wealth and How to Keep It
Most financial advice is built around one idea: how to grow your money. Invest more, stay the course, think long term. And that may potentially work. But what happens when you reach the point where growth is no longer your only goal, and the qu...
The 1 Big Risk Most Retirees Aren't Prepared For
What's a $345,000 retirement expense that most people never plan for? Long-term care is one of those risks people know exist, yet tend to ignore. It’s not fun to think about, it’s not easy to predict, and for many, the assumption is that someth...
What If You Retire at the "Wrong" Time?
What if you retire at the "wrong" time? It’s a question that sounds reasonable, especially when headlines suggest that market conditions should dictate when you stop working. But what does a “wrong time” even mean, and is it something you can a...
5 Financial Truths Most People Don’t Know
Before you ever get to investment strategies, there are a handful of core financial truths that shape almost every success or failure story with money. The problem is most people either overlook them or don’t fully understand how they apply in ...
5 Things You Didn't Know About Estate Planning
Estate planning tends to get treated like something you only worry about after you're gone. But the truth is that some of the most important parts of an estate plan are the documents and decisions that matter while you're still alive. ...