Managing Your Financial Future

A podcast all about financial strategies, and making it easier for you to understand what you need to know. Subscribe and start listening today!

Apple Podcasts Spotify Google Play

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.

Managing Your Financial Future

Killing Your Fear of Running Out of Money – Season 1: Episode 7

January 21, 2020

Fear does strange things to people. It can motivate us to take immediate action when a threat is imminent, or it can cause us to retreat, cover up the issue, and hope it will go away.

Listen now

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 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.

Available Episodes

Managing Your Financial Future

Killing Your Fear of Running Out of Money – Season 1: Episode 7

January 21, 2020

Fear does strange things to people. It can motivate us to take immediate action when a threat is imminent, or it can cause us to retreat, cover up the issue, and hope it will go away.

Managing Your Financial Future

Helping Yourself Through Charitable Giving – Season 1: Episode 6

January 10, 2020

Most people at some time or another want to be charitable. Part of human nature tells us we should give to those in need—that we have a kind of social obligation to allow others to have something that they could otherwise only dream of. This is why being charitable often gives us a nice, warm… View Article

Managing Your Financial Future

How To Manage the Scare of Long-Term Care – Season 1: Episode 5

January 8, 2020

Many people know that long-term care costs are expensive. In spite of that, they’re often reluctant to buy an insurance policy to cover those costs because they don’t want to pay for something that they may never need to use. After all, not everyone ends up in a nursing home or care facility. But what… View Article

View All

Meet the Show Hosts

The Team from Lucia Capital Group

Ray Lucia Jr., CPA/PFS
Chairman and CEO

As the chairman of Lucia Capital Group, Ray Lucia Jr. is responsible for overseeing the firm’s financial strategy, product design, and overall vision. He prides himself on providing a work environment that fosters growth and opportunity within a family-oriented culture, and he has dedicated his professional career to creating innovative products and services with the end goal of exceeding client expectations. Read More

Joe P. Lucia
President

As president of Lucia Capital Group, Joe P. Lucia is responsible for the ultimate satisfaction of the firm’s financial planning and investment management clients. As an experienced member of the executive management team, Joe is a key contributor to the overall strategic business direction of Lucia Capital Group. Read More

Rick Plum, CFP® <br />Chief Financial Planning Officer

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 <br />Director of Creative Content

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.

Helping Yourself Through Charitable Giving – Season 1: Episode 6

How To Manage the Scare of Long-Term Care – Season 1: Episode 5

Managing Your Financial Future

Podcast