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How to Build A Financial Plan- Episode 108

Creating a withdrawal strategy in retirement, one that aims to keep you from running out of money before you run out of time, is a unique – and difficult – challenge.

It involves much more than simply trying to achieve the best rate of return.  With so many external factors that are out of your control, a good financial plan will also focus on managing risk.

How is a financial plan put together?  Jonathan Savona, CFP® joins podcast host Johnny Dean and Rick “The Professor” Plum, CFP® to talk about what they believe are the key building blocks in this week’s episode of Managing Your Financial Future!

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.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal.

Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

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.

Rick Plum and Jonathan Savona are registered representatives 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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