(800) 644-1150

3 Money Moves to Make Right Now- Season 8: Episode 1

In the world of financial planning, it’s often better to do things sooner rather than later. That is, after all, why you do planning, isn’t it? No point in waiting until the very last minute.

As it’s still early on, there are some things that you’re much better off taking care of right now, before the year wears on, before the ticking clock becomes louder, and before these things slip your mind.

What do you need to know? Find out from “Professor” Rick Plum, CFP® as he talks with podcast host Johnny Dean this week on episode 1 of Season #8 of Managing Your Financial Future!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

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.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

Start Your Strategy

Personalized investment advice and support to help grow your portfolio