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Managing Your Financial Future

Answering More of Your Buckets Questions – Episode 218
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.

Answering Your 5 Most Common Buckets Questions – Episode 217
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.

A Tale of Two Retirements: One Good, One Bad – Episode 216
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

Do You Really Have to Pay Taxes On a Gift? – Episode 215
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.

Should You Ever Consider a 401(k) Loan? – Episode 214
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.

What If the Markets Crash When You Start Retirement? – Episode 213
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.

The Truth About This Volatile Stock Market – Episode 212
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.

What You MUST Know About Inheriting an IRA- Episode 211
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.

Will Your Taxes Really Be Lower in Retirement? – Episode 210
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.

How to Use the Tax Brackets to Your Advantage – Episode 209
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.

How Are Your Social Security Benefits Taxed? – Episode 208
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.

Let’s Talk About Your 401(k) – Episode 207
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.

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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.

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    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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