Offcanvas
(800) 644-1150

Don’t Neglect the Ordinary Things – Season 2: Episode 8

With everything we have going on in our lives right now, with all the new things we have to deal with, it’s important to keep in mind that ordinary events still happen during extraordinary times.  Births, deaths, marriages, divorces, family events — things both in and out of your control — continue.

Part of the essence of financial planning has to do with making sure that both expected and unexpected events are properly dealt with.  This should be the goal of every financial advisor — to minimize the surprises that inevitably crop up during your lifetime.  Yes, extraordinary events do happen, but if you’re ready for them, if you’ve prepared to deal with them, then your advisor has done their job.

On this week’s edition of Managing Your Financial Future, host Johnny Dean and co-host Rick “The Professor” Plum talk about the importance of remembering to take care of the ordinary things, because life at some point will return to normal — even if it’s a “new” normal.  They also answer a few more of your emails.  Tune in to find out more!

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.

Start Your Strategy

Personalized investment advice and support to help grow your portfolio