Managing Your Financial Future Answering More of Your Buckets Questions – Episode 218 May 13, 2025 Take your understanding of The Bucket Strategy® to the next level as Johnny Dean and Rick Plum answer advanced questions on Managing Your Financial Future.
Managing Your Financial Future Answering Your 5 Most Common Buckets Questions – Episode 217 May 6, 2025 Get answers to 5 common questions about The Bucket Strategy® with Johnny Dean and Rick Plum on this episode of Managing Your Financial Future.
Checking In With Ara Checking In with Ara – April 2025 May 1, 2025 Market swings, family time, and a reminder of why The Bucket Strategy® helps us stay steady through volatility.
Managing Your Financial Future A Tale of Two Retirements: One Good, One Bad – Episode 216 April 29, 2025 Learn how market timing impacts retirement success and how to protect your portfolio with Johnny Dean and Rick Plum on Managing Your Financial Future
Articles Market Volatility: Global Shifts and Why The Bucket Strategy® Was Built for This April 9, 2025 Stay focused during market volatility—see how The Bucket Strategy® is designed to help keep your plan on track through uncertain times.
Managing Your Financial Future Do You Really Have to Pay Taxes On a Gift? – Episode 215 April 8, 2025 Learn how the gift tax really works, who it applies to, and how it may impact your estate with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future Should You Ever Consider a 401(k) Loan? – Episode 214 April 1, 2025 Thinking about a 401(k) loan? Learn the pros, cons, and potential risks with Johnny Dean and Rick Plum on Managing Your Financial Future.
Checking In With Ara Checking In with Ara – March 2025 March 31, 2025 Join Ara for a monthly update! Discover insights from the LPL Annual Advisor Meeting and navigate economic shifts with strategic planning
Managing Your Financial Future What If the Markets Crash When You Start Retirement? – Episode 213 March 25, 2025 Retiring in a market downturn? Learn how the right withdrawal strategy can protect your savings with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future The Truth About This Volatile Stock Market – Episode 212 March 18, 2025 Market volatility isn’t risk—emotional reactions are. Learn how to navigate downturns wisely with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future What You MUST Know About Inheriting an IRA- Episode 211 March 11, 2025 Inherited an IRA? Learn the new 2024 rules and how to avoid tax pitfalls with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future Will Your Taxes Really Be Lower in Retirement? – Episode 210 March 4, 2025 Will your tax bracket be higher or lower in retirement? Find out how planning impacts your tax bill with Johnny Dean and Rick Plum on Managing Your Financial Future.
