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 3 Financial Principles That Matter Most
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We've discussed many different topics on this podcast over the years: retirement income, Social Security, taxes, Roth conversions, and the Bucket Strategy, to name a few. But there are certain core principles underneath nearly every planning conversation, and they can change the way you think about your money.
What assumptions are you making about market swings, your time horizon, and the way your money should be invested? Are you treating every dollar the same, or does each part of your portfolio have a specific reason for being there? And when you shift from saving to distribution, does your strategy need to shift with it?
Learn all about the core financial principles that guide the way we think about retirement planning from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!