Articles and Videos

3 Charitable Giving Strategies You May Not Know About – 286

November 10, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

The Pros and Cons of a 401(k) Loan – 285

November 3, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

Who Will Control Your Money After You’re Gone? – 284

October 27, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

Why Retirement Planning Gets More Complicated After You Retire – 283

October 21, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

News and Press

Joe Lucia: A Trusted Guide for Wealth, Business, and the Life You’ve Built

October 13, 2026

In a community like La Jolla, success is rarely accidental. It is built through years of discipline, vision, hard work, and thoughtful decision-making. For many successful families, entrepreneurs, executives, and retirees, the question eventually evolves from “How do I make more?” to “How do I protect, preserve, and intentionally pass on what I’ve built?” This… View Article

Managing Your Financial Future

Why ‘Survival’ is The Most Important Word in Investing – 282

October 13, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

3 Financial Decisions You Can’t Easily Undo – 281

October 6, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

The Best (and Worst) Assets to Inherit – 280

September 29, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

Why Bonds May Be Riskier Than You Think – 279

September 8, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

Can Your IRA Ever Be Too Large? – 278

September 1, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

The 4% Rule is Not a Rule – 277

August 25, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Managing Your Financial Future

What If You Live Too Long? – 276

August 20, 2026

Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.

Joe Lucia: A Trusted Guide for Wealth, Business, and the Life You’ve Built

3 Charitable Giving Strategies You May Not Know About – 286

The Pros and Cons of a 401(k) Loan – 285

Who Will Control Your Money After You’re Gone? – 284

Why Retirement Planning Gets More Complicated After You Retire – 283

Why ‘Survival’ is The Most Important Word in Investing – 282

3 Financial Decisions You Can’t Easily Undo – 281

The Best (and Worst) Assets to Inherit – 280

Why Bonds May Be Riskier Than You Think – 279

Can Your IRA Ever Be Too Large? – 278

The 4% Rule is Not a Rule – 277

What If You Live Too Long? – 276

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