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.
Managing Your Financial Future Should You Ever Consider a 401(k) Loan? – Episode 214 April 1, 2025 Thinking about a 401(k) loan? Learn the pros, cons, and potential risks with Johnny Dean and Rick Plum on Managing Your Financial Future.
Checking In With Ara Checking In with Ara – March 2025 March 31, 2025 Join Ara for a monthly update! Discover insights from the LPL Annual Advisor Meeting and navigate economic shifts with strategic planning
Managing Your Financial Future What If the Markets Crash When You Start Retirement? – Episode 213 March 25, 2025 Retiring in a market downturn? Learn how the right withdrawal strategy can protect your savings with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future The Truth About This Volatile Stock Market – Episode 212 March 18, 2025 Market volatility isn’t risk—emotional reactions are. Learn how to navigate downturns wisely with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future What You MUST Know About Inheriting an IRA- Episode 211 March 11, 2025 Inherited an IRA? Learn the new 2024 rules and how to avoid tax pitfalls with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future Will Your Taxes Really Be Lower in Retirement? – Episode 210 March 4, 2025 Will your tax bracket be higher or lower in retirement? Find out how planning impacts your tax bill with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future How to Use the Tax Brackets to Your Advantage – Episode 209 February 25, 2025 Understand how tax brackets really work and avoid overpaying with insights from Johnny Dean and Rick Plum on Managing Your Financial Future.
News and Press Lucia Capital Group President on Tips for Strategizing a 401(k) for a Successful Retirement February 24, 2025
Checking In With Ara Checking In with Ara – February 2025 February 21, 2025 Join Ara for a monthly update! Discover insights from the LPL Annual Advisor Meeting and navigate economic shifts with strategic planning
Managing Your Financial Future How Are Your Social Security Benefits Taxed? – Episode 208 February 18, 2025 Learn when Social Security benefits are taxed and how to minimize it with insights from Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future Let’s Talk About Your 401(k) – Episode 207 February 11, 2025 Unlock the essentials of 401(k) plans with Johnny Dean, Rick Plum, and Ara Freedman. Learn about matching, Roth options, and effective savings strategies.
