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
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?
The problem comes with the uncontrollable element of investing: the stock market itself. What happens with the markets in the first few years after retirement can determine the success or failure of a financial strategy.
This is why your strategy needs to anticipate what may happen before it actually does happen. Learn more about how to potentially protect yourself from the uncontrollable market swings with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!