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
Who Really Controls Your Money When You’re Gone?
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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.
Think about this: Have you checked whether your will actually controls everything you own? Are your beneficiary designations aligned with your trust and your current wishes? Could taxes, probate, or family dynamics reduce what your heirs ultimately receive? These are the kinds of questions that matter more than most people realize.
What can you do to make sure your assets go where you want them to go once you're no longer here? Find out from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week's episode of Managing Your Financial Future!