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The Bucket Strategy®

What No One Teaches You About How to Be Retired – Episode 223
Managing Your Financial Future

What No One Teaches You About How to Be Retired – Episode 223

June 17, 2025

Uncover common misconceptions about The Bucket Strategy® and learn why design and purpose matter with Johnny Dean and Rick Plum on Managing Your Financial Future.

What Some People Get Wrong About Buckets – Episode 222
Managing Your Financial Future

What Some People Get Wrong About Buckets – Episode 222

June 10, 2025

Uncover common misconceptions about The Bucket Strategy® and learn why design and purpose matter with Johnny Dean and Rick Plum on Managing Your Financial Future.

Is “Blending” Your Buckets a Better Strategy? – Episode 221
Managing Your Financial Future

Is “Blending” Your Buckets a Better Strategy? – Episode 221

June 3, 2025

Learn how blending buckets in The Bucket Strategy® can improve retirement outcomes with insights from Johnny Dean and Rick Plum on Managing Your Financial Future.

Why Survival Is the Most Important Tactic in Investing – Episode 220
Managing Your Financial Future

Why Survival Is the Most Important Tactic in Investing – Episode 220

May 15, 2025

Surviving short-term volatility is key to long-term success. Learn how a solid strategy can protect your cash flow on 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.

Market Volatility: Global Shifts and Why The Bucket Strategy® Was Built for This
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.

THIS Is Why We Love The Bucket Strategy® – Episode 182
Managing Your Financial Future

THIS Is Why We Love The Bucket Strategy® – Episode 182

July 23, 2024

Discover how The Bucket Strategy® ensures financial longevity by aligning assets with liabilities, featuring insights from Johnny Dean and Rick Plum.

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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.

About

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Education

  • Retirement Planning
    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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Important Information

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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