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CAPitalize Your “Gap” Money – Season 2: Episode 12

If you have money left over after your expenses are taken care of, what should you do with it?  This is what we call “gap” money, and where that money ultimately goes may be crucial to your financial success.

Before you go off and spend your extra cash on riotous living, you need to ask yourself several (or dozens) of questions first. What are your options at this point?

Tune in to this week’s episode as I go over the many possible avenues for this money, and what you should be thinking about first.

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

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. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

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.

Chris Panagiotu 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.

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