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The Three Biggest Risks to Your Nest Egg – Season 1: Episode 2

You work hard for your money.  You save, you plan, you make contingent plans, you save some more, and yet you can never really be sure that your savings will last as long as you do.  Your portfolio faces a number of different risks, and not all of them happen after you retire.  We’ve narrowed those risks down to the three most basic – the three you really need to plan for.

Find out what those risks are, and how you may be able to avoid them through proper planning, on today’s Managing Your Financial Future podcast featuring Rick “The Professor” Plum, CFP®, and Johnny Dean, along with Ray Lucia Jr. and Joe Lucia.

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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