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
Let's Do an Actual Bucket Strategy!
Regular listeners to this podcast know that we talk a lot about a Bucket Strategy, and why we so firmly believe in it. But it's important to note that we're not just referring to any bucket strategy - rather we like to refer to it as THE Bucket Strategy®.
To us, it's not as simple as dividing up assets into three segments and then calling it a day. There are individual circumstances that make each one unique. But what is the process that we use? Have you ever wondered what an actual Bucket Strategy may look like?
Wonder no more! Tune in to today's episode with host Johnny Dean and his guest, "Professor" Rick Plum, CFP® as they go through the details of putting together a hypothetical strategy right here on the program!