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How To Create Guaranteed Income In Retirement- Season 8: Episode 12

A steady income is one of the most valuable things you can have, both before and after you retire.  If that income is guaranteed by some entity — the federal government, the PBGC, or the claims-paying ability of an insurance company — then so much the better.

Pensions and Social Security are two forms of guaranteed income that people receive usually after they’ve retired. While many (if not most) people will have a Social Security benefit paid to them, pensions are less common today than they used to be.

So in absence of a company pension, how might you create a form of guaranteed income?  Find out from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on 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.

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.

Insurance services offered through LPL Financial or its licensed affiliates. CA Insurance Lic. #0518721.

Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213.

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. 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.

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