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Answering the Everyday Financial Questions- Season 2: Episode 7

Stock markets are volatile, people are hunkered down in their homes, and life as we know has been put on pause, at least for a while.  In spite of that, though, all of the regular financial issues still exist, pandemic or not.  And today we’re answering those emails that have come in from you, our loyal listeners, over the past few weeks.

The issues at hand:  taking distributions from your IRAs even without RMD’s, fleeing the stock market out of fear, and the up-front bonuses that insurance companies often offer to people who are considering buying annuities.  Questions, answers, and commentary along the way in this week’s edition of Lucia Capital Group’s worldwide podcast, Managing Your Financial Future.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Lucia Securities, LLC was acquired by LPL Financial August 2020. The investment professionals of Lucia Securities, LLC are now affiliated with LPL Financial and are conducting business using the name Lucia Capital.

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