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Articles and Videos

Should You Own More or Fewer Stocks in Retirement? – 258
Managing Your Financial Future

Should You Own More or Fewer Stocks in Retirement? – 258

March 31, 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.

The Art of The Bucket Strategy® – 257
Managing Your Financial Future

The Art of The Bucket Strategy® – 257

March 24, 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.

Why the “RMD Withdrawal Strategy” May Be Disastrous – 256
Managing Your Financial Future

Why the “RMD Withdrawal Strategy” May Be Disastrous – 256

March 17, 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.

Who Really Controls Your Money When You’re Gone? – 255
Managing Your Financial Future

Who Really Controls Your Money When You’re Gone? – 255

March 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.

4 Things Every Surviving Spouse Should Know – 254
Managing Your Financial Future

4 Things Every Surviving Spouse Should Know – 254

March 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.

What Retirees Wish They Had Done Differently – Episode 253
Managing Your Financial Future

What Retirees Wish They Had Done Differently – Episode 253

February 24, 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.

What Should You Do with an Old 401(k)? – Episode 252
Managing Your Financial Future

What Should You Do with an Old 401(k)? – Episode 252

February 17, 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.

How a “Good” Portfolio Can Still Lose Money – Episode 251
Managing Your Financial Future

How a “Good” Portfolio Can Still Lose Money – Episode 251

February 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.

Why the Short Term Matters Most in Investing – Episode 250
Managing Your Financial Future

Why the Short Term Matters Most in Investing – Episode 250

February 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.

Are Roth Conversions Always a Good Idea? – Episode 249
Managing Your Financial Future

Are Roth Conversions Always a Good Idea? – Episode 249

January 28, 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.

Why Your Income Strategy Matters More Than Big Returns – Episode 248
Managing Your Financial Future

Why Your Income Strategy Matters More Than Big Returns – Episode 248

January 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.

Save Like a Pessimist And Invest Like an Optimist – Episode 247
Managing Your Financial Future

Save Like a Pessimist And Invest Like an Optimist – Episode 247

January 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.

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About Lucia Capital Group

Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. We are truly committed to helping our clients pursue their financial goals.

Consisting of several CFP® and CFA® professionals and ChFC® advisors, the team at Lucia Capital Group is knowledgeable and experienced in the areas of financial planning, asset management, investment brokerage, and insurance services. With more than 15 locations nationwide, we offer comprehensive, integrated financial planning and wealth services to clients of all types and accounts of all sizes.

About

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Education

  • Retirement Planning
    Strive to make the most of your retirement. Get answers to your most pressing questions, and gain the knowledge necessary to make important decisions about your financial future.
  • Investing and Personal Finance
    IRAs, BDCs, REITs, ETFs—Tired of wading through alphabet soup? Let us clearly explain the investing basics you need to know.
  • Tax Planning
    Are you missing valuable deductions and over paying on taxes? Get educated and protect your nest egg.
  • Life Planning
    Little is more important than making sure your loved ones are well taken care of. Let us help you establish education savings accounts, plan your estate, and more.

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Check the background of this firm on FINRA’s BrokerCheck.

The Bucket Strategy® involves investments subject to risks, fees, and expenses. There is no guarantee that any investing strategy will be profitable or provide protection from loss.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration (SSA) or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov or call (800) 772-1213 to speak with an SSA representative.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. The investment professionals are affiliated with LPL Financial. No offers may be made or accepted from any resident of any other state.

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