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
The Art of The Bucket Strategy®
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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 half of the equation: the judgment, flexibility, and real-world decision-making required to make those numbers actually work for a person’s life.
Think about this: Once the math says you have enough to retire, how do you decide which assets belong in each bucket? Should part of the plan create guaranteed lifetime income? How do Social Security timing, pension options, Roth conversions, and tax considerations influence the structure of your retirement income?
That's where the often-ignored side of planning comes in: the ART of the retirement income strategy. Find out how the Bucket Strategy® blends both science and art from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!