Retirement Planning

Managing Your Financial Future

5 Things You Didn’t Know About Your Taxes – Episode 227

July 15, 2025

Discover 5 surprising tax facts that could help you make better financial decisions—no tax code mastery required—with Johnny Dean and Rick Plum, CFP®.

Managing Your Financial Future

5 Things You Didn’t Know About Your 401(k) – Episode 226

July 8, 2025

Learn 5 surprising facts about Social Security that could impact your retirement income plan on this week’s Managing Your Financial Future podcast.

Managing Your Financial Future

5 Things You Didn’t Know About Your Roth IRA – Episode 225

July 1, 2025

Learn 5 surprising facts about Social Security that could impact your retirement income plan on this week’s Managing Your Financial Future podcast.

Managing Your Financial Future

5 Things You Didn’t Know About Your Social Security Benefits – Episode 224

June 24, 2025

Learn 5 surprising facts about Social Security that could impact your retirement income plan on this week’s Managing Your Financial Future podcast.

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.

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.

Lucia Capital Group Weekly

Will Social Security Benefits Be Taxable?

June 29, 2023

Social Security is often a significant source of income for many retirees or people with disabilities. In some cases, it’s their primary source of income. But one aspect that’s often left out of the discussion is whether these benefits are taxable to the recipient. And yes, Social Security benefits are sometimes taxed. 

Lucia Capital Group Weekly

Should You Take the Roth 401k Option?

May 25, 2023

When given a choice between the traditional 401(k) and the Roth 401(k), how do you decide which one may be better for you?

Featured

4 Things Everyone Age 50 or Older Should Do Right Now

May 18, 2023

When you’re young, you generally have time on your side.  That’s one of the many great things about youth. Most minor mistakes you make, and even a few major ones, can be solved (or at least diminished) by the passage of time.   As you get older, though, your time window becomes smaller, and suddenly the… View Article

Lucia Capital Group Weekly

Conquering Your Financial Fears

April 19, 2022

For a lot of people, finances are a scary thing. The complicated nature of saving, investing, and planning, along with the fear of not having enough money to survive, often causes people to make bad financial decisions. But it doesn’t have to be that way. Here are a few of the most common financial fears along with a few suggestions on how to deal with them,

Lucia Capital Group Weekly

Five Important Financial Moves to Make at Age 50

April 6, 2022

As you get older, time gets tighter, and your margin for error starts to go way down. With that in mind, if you’re over the age of 50, here are a five money moves that you should take care of in short order.

Lucia Capital Group Weekly

Four Things to Know About RMDs

March 30, 2022

Required Minimum Distributions (RMDs) from your retirement plans can be a really tricky thing to navigate. As you probably know, RMDs are withdrawals you have to make from most retirement plans when you reach the age of 72 (it was 70 ½ for those of you born before July 1, 1949). The amount you’re required… View Article