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
Comparing the Portfolio Withdrawal Methods - Which Is Best?
It’s been said – by us – that keeping your wealth can be a much harder task than accumulating that wealth. And it's true. If you don't have the right withdrawal strategy when taking cash flow from your investment portfolio, you stand a real risk of running out of money.
What methods do people use when they're taking money out? And which, if any, may potentially be the best way to avoid the scary scenario of watching your funds dwindle to nothing?
Podcast host Johnny Dean and his guest, Rick "The Professor" Plum, CFP® compare the various withdrawal strategies and tell you which one they believe is the best – and why they believe it. Tune in to this week's episode of Managing Your Financial Future to learn more!