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 • 257 episodes
Managing Your Financial Future with Lucia Capital Group
Latest Episodes
The Art of The Bucket Strategy®
Retirement income planning looks like a math problem: formulas, percentages, projections, etc. These are important, and they form what may be called the "scientific" portion of a financial strategy. But what often gets overlooked is the other h...
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Episode 257
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37:33
Why the "RMD Withdrawal Strategy" May Be Disastrous
Have you heard of the "RMD-style" retirement withdrawal strategy? It involves taking a percentage of your portfolio each year based on life expectancy tables, which, on paper, ensures you never fully deplete your account. But retirement is not ...
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Episode 256
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37:17
Who Really Controls Your Money When You’re Gone?
Estate planning deserves more attention than it usually gets in retirement conversations. You've spent a lifetime building assets, but what really determines whether your family benefits is how those assets are structured and transferred. ...
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Episode 255
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33:35
4 Things Every Surviving Spouse Should Know
Losing a spouse is something no one likes to think about, but for virtually every married couple, it’s a reality that will eventually have to be faced. And beyond the emotional toll, there are financial changes that happen automatically, whethe...
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Episode 254
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34:23
What Retirees Wish They Had Done Differently
When people look back on their retirement years, what do they wish they had done differently? It turns out the biggest regrets aren’t about picking the wrong stock or missing out on an investment. They’re much more fundamental, and much more co...
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Episode 253
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35:41