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Hosted by Unknown Host · EN · 276 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Managing Your Financial Future with Lucia Capital Group, a business show with 276 episodes published.
The Bucket Strategy gets talked about a lot, but not every explanation (outside of this program) gets it right. Some descriptions make it sound like you just set aside a little cash, invest the rest for growth, and that'
Most people understand the risk of dying too soon or getting sick along the way. But there's another retirement risk that can be harder to think about: living longer than expected. A long life can be a great thing, but f
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
Social Security is thought of as one of the most predictable parts of a retirement plan. You look at your statement, estimate your benefit, and assume that number will be there when you need it. But the amount you expect
The Bucket Strategy sounds simple in broad terms. One bucket is designed for money you may need soon, another is built for long-term growth, and the middle bucket sits somewhere in between. But that middle bucket may be
Retirement has a way of exposing assumptions you may not even realize you're making. While you're working, a lot of financial decisions feel automatic: tax withholding, paychecks, and your retirement accounts mostly stay
Retirement planning often assumes your spending should start at one level and then rise every year with inflation. Sounds logical, right? But the reality is that many retirees spend more in the early years, when they are
A retirement plan has to do more than just look good on a spreadsheet. It has to survive real life. Markets don't move in straight lines, family situations change, health can change, income can change, and if you have a
The Bucket Strategy® is usually explained with three core buckets: money you need soon, money you’ll need later, and money that has time to grow. But for some retirees, that basic structure may need extra support. This i
Annuities and whole life insurance tend to create strong opinions. Some people treat them like miracle products, while others dismiss them completely. The truth, though, is more practical. They are financial tools, and l
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
Roth IRAs are pretty simple in structure: Pay taxes now, enjoy tax-free income later. It’s one of the most appealing concepts in retirement planning. But like most things in the tax world, the details matter, and missing
Everyone loves a good “hack,” especially when it comes to money. The promise is always the same: faster results, less effort, and a shortcut to building wealth. The problem is that most of those shortcuts don’t hold up w
Most financial advice is built around one idea: how to grow your money. Invest more, stay the course, think long term. And that may potentially work. But what happens when you reach the point where growth is no longer yo
What's a $345,000 retirement expense that most people never plan for? Long-term care is one of those risks people know exist, yet tend to ignore. It’s not fun to think about, it’s not easy to predict, and for many, the a
What if you retire at the "wrong" time? It’s a question that sounds reasonable, especially when headlines suggest that market conditions should dictate when you stop working. But what does a “wrong time” even mean, and i
Before you ever get to investment strategies, there are a handful of core financial truths that shape almost every success or failure story with money. The problem is most people either overlook them or don’t fully under
Estate planning tends to get treated like something you only worry about after you're gone. But the truth is that some of the most important parts of an estate plan are the documents and decisions that matter while you'r
The idea that you should own fewer stocks as you get older is one of the most common rules of thumb in retirement planning. The logic says that stocks are supposedly "risky,” so as you age, you should reduce your exposur
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 o
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Managing Your Financial Future with Lucia Capital Group is hosted by Unknown Host. The show is categorised under business and has published 276 episodes.
Managing Your Financial Future with Lucia Capital Group has published 276 episodes.
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