Hosted by Rick “The Professor” Plum, CFP®, and Johnny Dean
Rick Plum, CFP®, has been a financial planner for more than 25 years and currently serves as Lucia Capital Group’s chief financial planning officer, where he is responsible for oversight and guidance of the firm’s wealth services. He is an invaluable resource to the firm’s wealth management team, advising on asset allocation strategies and helping clients design sophisticated financial, tax, and estate planning solutions.
John has been in the broadcasting industry since 1986. He began writing, producing, and co-hosting various financial talk shows in 1991. John’s nearly 30 years in commercial broadcasting, coupled with his 15-plus years in financial services circles, has given him a rare knowledge of both industries, and he’s able to bring that combined experience to the Bucket Strategy Investing show each day.