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
Your Most Common Email Questions Answered
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Time for some emails! Listener questions tend to get specific, but they can point to larger issues that many people are trying to understand. Today, the focus turns to two email topics that come up again and again: 401(k)s and the Bucket Strategy®.
On the 401(k) side, how does your employer match actually work? What happens if you max out your 401(k) at one job and then change employers? Are there ways to access retirement plan money early? And when it comes to buckets, what happens if the market stays down for several years, or your portfolio ends up holding more stocks as you get older?
Learn about our most common email questions regarding your 401(k) and your retirement income strategy from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!