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.
Life Planning Why You May (or May NOT) Need Protected Income – Episode 219 May 20, 2025 Explore whether protected income solutions are right for you with insights from Johnny Dean and Rick Plum on this week’s Managing Your Financial Future.
Managing Your Financial Future Why Survival Is the Most Important Tactic in Investing – Episode 220 May 15, 2025 Surviving short-term volatility is key to long-term success. Learn how a solid strategy can protect your cash flow on Managing Your Financial Future.
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.
