Managing Your Financial Future
A podcast all about financial strategies, and making it easier for you to understand what you need to know. Subscribe on your favorite podcast network.
Podcast
More About Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future is all about financial strategies, and making it easier for you to understand what you need to know. We discuss the things that matter most to you: how to manage your taxes, potentially create guaranteed income in retirement, how to maximize your Social Security benefits, and – perhaps most importantly – taking the fear out of finance.
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Meet the Show Hosts
The Team from Lucia Capital Group
Rick Plum, CFP®
Chief Financial Planning Officer
As the firm’s chief financial planning officer, Rick is responsible for oversight and guidance of the firm’s wealth services. In this role, Rick is an invaluable resource to our wealth management team, advising on asset allocation strategies and helping clients design sophisticated financial, tax, and estate planning solutions. Read More
John Dean
Director of Creative Content
Johnny Dean has worked in radio/TV/media production since 1983. He has also worked in the financial services industry as radio show host, TV show host, and content creator since early 2000. Combining his 20-plus years in financial services with his 35-plus years in radio/TV has allowed him to pursue two of his passions at the same time: media and money.