Past Episodes
The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Lucia Securities, LLC was acquired by LPL Financial August 2020. The investment professionals of Lucia Securities, LLC are now affiliated with LPL Financial and are conducting business using the name Lucia Capital.
RMD Rules Have Changed – Here’s Why That’s Important- Season 3: Episode 4
So maybe you retired at age 65, and maybe you set yourself up so that you don’t have to think too much about your financial strategy, and then — boom! You hit age 72, and you have to deal with required minimum distributions (RMDs) from your IRAs. The rules for taking required withdrawals have always… View Article
Overcoming Interest Rate Drag on Your Portfolio’s Rate of Return- Season 3: Episode 3
You may have heard that a “traditional” balanced portfolio consists of some kind of mix of stocks and bonds: 60/40, 50/50, or something similar. The logic is that having a combination of stocks and bonds in a balanced portfolio acts as a potential buffer against loss with the goal of providing an opportunity for steady… View Article
A College Tuition Tax Credit You Probably Didn’t Know About- Season 3: Episode 2
If you’ve ever looked at how much it costs to attend college, you’re likely aware that it doesn’t come cheap. The costs are high, and they seem to go a lot higher every year. When you add up the tuition, fees, housing, along with other miscellaneous costs, even a “low-cost” local university can send you into years… View Article