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.
Checking In With Ara Checking In with Ara – June 2025 June 10, 2025 Ara shares summer updates, recent market movement, and why sticking with a long-term strategy like The Bucket Strategy® can help you avoid costly mistakes.
Lucia Capital Group Weekly The Biggest Tax Surprises in Retirement and How to Avoid Them June 10, 2025 Retirees face unexpected taxes—from Social Security to Medicare premiums. Strategic planning could help you keep more of your money.
Managing Your Financial Future What Some People Get Wrong About Buckets – Episode 222 June 10, 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.
Managing Your Financial Future Is “Blending” Your Buckets a Better Strategy? – Episode 221 June 3, 2025 Learn how blending buckets in The Bucket Strategy® can improve retirement outcomes with insights from Johnny Dean and Rick Plum on Managing Your Financial Future.
Lucia Capital Group Weekly Don’t Fear Stocks in Retirement May 21, 2025 Rethink retirement investing: discover why increasing equity exposure with age may boost long-term success using The Bucket Strategy® at Lucia Capital Group.
