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Managing Your Financial Future

Here’s How to Supersize Your Roth! – Episode 206
Managing Your Financial Future

Here’s How to Supersize Your Roth! – Episode 206

February 4, 2025

Discover how the ‘Mega-Roth’ strategy works to bypass income limits and maximize contributions with Johnny Dean and Rick Plum on Managing Your Financial Future.

Comparing the Portfolio Withdrawal Methods – Which Is Best? – Episode 205
Managing Your Financial Future

Comparing the Portfolio Withdrawal Methods – Which Is Best? – Episode 205

January 28, 2025

Learn how to protect your wealth with smart withdrawal strategies as Johnny Dean and Rick Plum compare methods on Managing Your Financial Future.

Financial Resolutions to Make in 2025 – Episode 204
Managing Your Financial Future

Financial Resolutions to Make in 2025 – Episode 204

January 21, 2025

Kick off 2025 with clear financial goals! Join Johnny Dean and Rick Plum as they share tips for setting, prioritizing, and achieving your financial goals.

How Different Types of Retirement Income Are Taxed – Episode 203
Managing Your Financial Future

How Different Types of Retirement Income Are Taxed – Episode 203

January 14, 2025

Learn how different retirement income sources are taxed and how to plan smarter with Johnny Dean and Rick Plum on Managing Your Financial Future.

Here’s How Your Social Security Benefits May Be Reduced – Episode 202
Managing Your Financial Future

Here’s How Your Social Security Benefits May Be Reduced – Episode 202

January 6, 2025

Learn why your Social Security benefits may be lower than expected and how to plan with insights from Johnny Dean and Rick Plum on Managing Your Financial Future.

Is This a Good Time for Roth Conversions? – Episode 200
Managing Your Financial Future

Is This a Good Time for Roth Conversions? – Episode 200

December 10, 2024

Learn how to sustain your nest egg in retirement with smart withdrawal strategies from Johnny Dean and Rick Plum on Managing Your Financial Future

Here’s One More Tax Move to Make Before 2025 – Episode 201
Managing Your Financial Future

Here’s One More Tax Move to Make Before 2025 – Episode 201

December 3, 2024

Learn how to sustain your nest egg in retirement with smart withdrawal strategies from Johnny Dean and Rick Plum on Managing Your Financial Future

Why the Wrong Withdrawal Strategy Can Be Disastrous – Episode 199
Managing Your Financial Future

Why the Wrong Withdrawal Strategy Can Be Disastrous – Episode 199

December 3, 2024

Learn how to sustain your nest egg in retirement with smart withdrawal strategies from Johnny Dean and Rick Plum on Managing Your Financial Future

Let’s Do an Actual Bucket Strategy! – Episode 198
Managing Your Financial Future

Let’s Do an Actual Bucket Strategy! – Episode 198

November 26, 2024

Learn how The Bucket Strategy® works as Johnny Dean and Rick Plum create a hypothetical plan on this week’s Managing Your Financial Future episode

Asset Location – The Hidden Gem of Tax Management – Episode 197
Managing Your Financial Future

Asset Location – The Hidden Gem of Tax Management – Episode 197

November 19, 2024

Discover how Asset Location strategy can reduce your tax burden on investments with Johnny Dean and Rick Plum on Managing Your Financial Future.

How Much Can You “Safely” Withdraw From Your Portfolio? – Episode 196
Managing Your Financial Future

How Much Can You “Safely” Withdraw From Your Portfolio? – Episode 196

November 13, 2024

Learn how to determine a safe withdrawal rate from your retirement savings with Johnny Dean and Rick Plum on Managing Your Financial Future.

Do Not Confuse Volatility With Risk! – Episode 195
Managing Your Financial Future

Do Not Confuse Volatility With Risk! – Episode 195

November 5, 2024

Understand the difference between market volatility and risk with Johnny Dean and Rick Plum on this week’s Managing Your Financial Future.

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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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