Checking In With Ara Checking In with Ara – July 2025 August 5, 2025 Markets swung in early 2025—but the data reminds us why long-term investing and The Bucket Strategy® are key. Stay the course, stay invested.
Articles What to Know Before You Transfer Assets to Your Heirs August 1, 2025 Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.
Articles Sequence-of-Returns Risk: Will You Retire at the Wrong Time? July 31, 2025 Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.
Articles Let’s Manage Your Tax Bill July 23, 2025 Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.
Managing Your Financial Future What You MUST Know About the New Tax Bill – Episode 229 July 22, 2025 Before choosing a pension payout, learn what to consider—lump sum vs. monthly, spousal needs, and more—with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future 5 Things You Didn’t Know About Your Taxes – Episode 227 July 15, 2025 Discover 5 surprising tax facts that could help you make better financial decisions—no tax code mastery required—with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future 5 Things You Didn’t Know About Your 401(k) – Episode 226 July 8, 2025 Learn 5 surprising facts about Social Security that could impact your retirement income plan on this week’s Managing Your Financial Future podcast.
Managing Your Financial Future 5 Things You Didn’t Know About Your Roth IRA – Episode 225 July 1, 2025 Learn 5 surprising facts about Social Security that could impact your retirement income plan on this week’s Managing Your Financial Future podcast.
Articles How to Stay Safe from Digital Scams June 25, 2025 Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.
Managing Your Financial Future 5 Things You Didn’t Know About Your Social Security Benefits – Episode 224 June 24, 2025 Learn 5 surprising facts about Social Security that could impact your retirement income plan on this week’s Managing Your Financial Future podcast.
Managing Your Financial Future What No One Teaches You About How to Be Retired – Episode 223 June 17, 2025 Uncover common misconceptions about The Bucket Strategy® and learn why design and purpose matter with Johnny Dean and Rick Plum on Managing Your Financial Future.
Lucia Capital Group Weekly Three Hidden Benefits of the Roth IRA June 17, 2025 Roth IRAs offer flexible withdrawal rules—learn how you might access funds for college, a first home, or emergencies, all while keeping your future in mind.
