Managing Your Financial Future With Lucia Capital Group podcast

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Lisätty two vuotta sitten

Sisällön tarjoaa Lucia Capital Group. Lucia Capital Group tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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Action Academy | Replace The Job You Hate With A Life You Love

13 hours sitten13h ago

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Ready to replace your 6-figure salary with real freedom? This is the podcast for high earners who feel stuck in jobs they’ve outgrown. If you’re asking, “How do I actually replace $10K–$20K/month so I can quit and never look back?” — welcome home. At Action Academy, we teach you how to buy small businesses and commercial real estate to create cash flow that actually replaces your job. Monday through Friday, you’ll learn from 7–9 figure entrepreneurs, real estate moguls, and acquisition pros who’ve done it — and show you how to do it too. Hosted by Brian Luebben (@brianluebben), who quit his 6-figure sales role in 2022 to build a global business while traveling the world. If you're a high-income earner ready to become a high-impact entrepreneur, this show is your playbook. Subscribe now and start your path to freedom — or keep pretending your job will get better someday....

Managing Your Financial Future with Lucia Capital Group

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Sarjan koti•Feed

Sisällön tarjoaa Lucia Capital Group. Lucia Capital Group tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.

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Managing Your Financial Future with Lucia Capital Group

updated 3 päivää sitten

Jaa

Sarjan koti•Feed

Sisällön tarjoaa Lucia Capital Group. Lucia Capital Group tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.

… continue reading

217 jaksoa

#Business #Lucia Capital Group

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

1
Answering Your 5 Most Common Buckets Questions 33:57

3 päivää sitten33:57

Toista Myöhemmin

Toista Myöhemmin

33:57

We've been talking about The Bucket Strategy® for decades, and over that period of time, we've received thousands of questions about how the strategy works: what it does, when the buckets should be refilled, and how it works when interest rates rise or fall, among others. People's questions about The Bucket Strategy® generally range from the very basic to the extremely sophisticated, but most fall somewhere in the middle. Today, we decided to take 5 of the more basic questions we've gotten and answer them. Find out what others are asking us about the strategy with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on today's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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A Tale of Two Retirements: One Good, One Bad 33:17

10 päivää sitten33:17

Toista Myöhemmin

Toista Myöhemmin

33:17

How is it possible that two individuals could retire with the exact same portfolio allocation and use the exact same withdrawal strategy, and yet one is still going strong after 40 years while the other is completely destroyed before year 10? The problem comes with the uncontrollable element of investing: the stock market itself. What happens with the markets in the first few years after retirement can determine the success or failure of a financial strategy. This is why your strategy needs to anticipate what may happen before it actually does happen. Learn more about how to potentially protect yourself from the uncontrollable market swings with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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Do You Really Have to Pay Taxes On a Gift? 34:51

4 weeks sitten34:51

Toista Myöhemmin

Toista Myöhemmin

34:51

Have you heard of the "Gift Tax?" Many people are at least familiar with the term, but relatively few know how, when, or where it might be applied. Generosity certainly has its benefits, but is there also a tax that someone should be paying? The answer is both yes and no. And it all depends on a few important factors. Knowing how the gift tax works can be especially helpful when it comes time to pass your assets down to your heirs, and if you're worth a lot of money, it's even more vital that you understand how it works. Find out who should worry about a gift tax and who should not with podcast host Johnny Dean and Rick "the Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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Should You Ever Consider a 401(k) Loan? 33:03

5 weeks sitten33:03

Toista Myöhemmin

Toista Myöhemmin

33:03

For many people, the 401(k) is their largest source of retirement savings. Because of that, it may be tempting to tap into some of that money in the form of a loan if you need some quick cash. But is that smart? Maybe - but only if you're aware of the rules and the potential pitfalls of borrowing from your plan. While it can provide you with a certain amount of temporary money, if you don't know what the downsides are, you could find yourself in a big financial mess. So what are the pros and cons? Find out what you need to know about 401(k) loans from podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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What If the Markets Crash When You Start Retirement? 35:26

6 weeks sitten35:26

Toista Myöhemmin

Toista Myöhemmin

35:26

After years of building your savings, there are a number of scenarios that threaten to deplete it. But what happens if you retire just when the stock market takes a big downturn? If you're selling stocks to provide yourself with an income, you're courting disaster. Of course, you have to have an income, and maybe a portion of that income has to come from your savings and investments. And yet, those investment may be shrinking in value. What can you do about this scenario? The answer may be as easy as choosing the right withdrawal strategy. Learn more from "Professor" Rick Plum, CFP® and podcast host Johnny Dean on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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The Truth About This Volatile Stock Market 36:55

7 weeks sitten36:55

Toista Myöhemmin

Toista Myöhemmin

36:55

The first trading two weeks of March, 2025 were brutal for stocks. Nearly $4 trillion of value was lost in less than a month. All of this negative volatility, with suspicions that more is to come, has created a great deal of fear and panic among savers who don't want to see their gains wiped out. What many people don't understand, though, is that volatility by itself is not risk. The risk only comes along when an investor makes the wrong moves at the wrong times based on strictly emotional responses. So what can you do about it? Learn the truth about market volatility and how you may be able to emerge unscathed with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future.…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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What You MUST Know About Inheriting an IRA 37:09

8 weeks sitten37:09

Toista Myöhemmin

Toista Myöhemmin

37:09

In the middle of 2024, the rules changed for people who become beneficiaries of an IRA. We devoted an entire episode to those changes at that time, but there's a lot more you need to know if you're planning on inheriting a tax-deferred account like a traditional IRA. While it's always nice to inherit assets of any kind, there are rules you need to be aware of. Depending on when the person died and how old you are when you received the asset, among other things, if you're not careful with how you treat it, you could be looking at a much bigger tax bill than you'd expected. Learn more from podcast host Johnny Dean and his guest, "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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Will Your Taxes Really Be Lower in Retirement? 34:49

9 weeks sitten34:49

Toista Myöhemmin

Toista Myöhemmin

34:49

Several weeks back, we talked about how different types of retirement income are taxed. This topic created a follow-up question from several listeners who wanted to know: Will I be in a lower - or higher - tax bracket in retirement? You might think that once you begin retirement, your tax bill will tend to go up at first, since people normally have much (if not most) of their retirement funds in a company retirement plan (401k, 403b, etc.) - all of which are taxable upon withdrawal at ordinary income rates. But this may not necessarily be the case. It all comes down to proper planning. In this week’s episode of Managing Your Financial Future, podcast host Johnny Dean and “Professor” Rick Plum, CFP® talk about what you might expect to see from your taxes once you hang it all up for good!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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How to Use the Tax Brackets to Your Advantage 34:53

10 weeks sitten34:53

Toista Myöhemmin

Toista Myöhemmin

34:53

The US tax system is by design a complicated beast, and trying to understand it all is a daunting challenge. And yet, unless you understand how the tax brackets work, you may be paying a LOT more in taxes than you actually owe. Most taxpayers assume that the amount of tax they pay is determined by which tax bracket they're currently in. This is both a true and untrue statement. If you're in the 24 percent bracket, does that mean every dollar you earn is taxed at that rate? Going forward, yes; looking backward, no. Confused? Tune in to this week's podcast with host Johnny Dean and Rick "The Professor" Plum, CFP® to perhaps gain some clarity on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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How Are Your Social Security Benefits Taxed? 37:09

11 weeks sitten37:09

Toista Myöhemmin

Toista Myöhemmin

37:09

You've probably heard that your Social Security benefits are subject to taxation. You may have also heard that they're never taxed at all. Is it possible that both scenarios are true? The fact is that under current law, sometimes a recipient's Social Security benefits will wind up being taxed under certain conditions, while others may never pay a dime on their benefits at all, even if they receive the maximum amount allowed. No wonder there's so much confusion out there! When might your benefits be subject to income tax, and how much will be taxed if that's the case? And most importantly: how can you potentially minimize that tax? Find out more with podcast host Johnny Dean and "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future !…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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Let's Talk About Your 401k 30:10

12 weeks sitten30:10

Toista Myöhemmin

Toista Myöhemmin

30:10

For many people, the 401(k) plan has become the default retirement savings plan. Opting in early enough, combined with consistent contributions over a long period of time, may yield very good results. Thus, it's an important saving vehicle. But the setup, rules, options, and investments of a 401(k) are often extremely confusing. Is there a match? What does the match percentage mean? What do you do with a Roth 401(k) option? What's an effective rate of savings? All common questions that have to be addressed. Learn more from podcast host Johnny Dean and his guests, "Professor Rick Plum, CFP® and Lucia Capital Group advisor Ara Freedman as they tell you what you need to know on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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Here's How to Supersize Your Roth! 34:14

13 weeks sitten34:14

Toista Myöhemmin

Toista Myöhemmin

34:14

Having money in a Roth account can be great - especially if the cost to get that money in there is minimal. But there are some people who cannot contribute to a Roth IRA because their annual income is too high. Wouldn't it be great if you could not only get money into a Roth without worrying about the income limits, but also be able to fund a lot more than the $7,000 or $8,000 that is currently allowed? This is where the so-called "Mega-Roth" (or "Super-Roth") may be a wonderful solution. What is it, and how does it work? Podcast host Johnny Dean and his guest, "Professor" Rick Plum, CFP® give you the answers on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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Comparing the Portfolio Withdrawal Methods - Which Is Best? 35:31

14 weeks sitten35:31

Toista Myöhemmin

Toista Myöhemmin

35:31

It’s been said – by us – that keeping your wealth can be a much harder task than accumulating that wealth. And it's true. If you don't have the right withdrawal strategy when taking cash flow from your investment portfolio, you stand a real risk of running out of money. What methods do people use when they're taking money out? And which, if any, may potentially be the best way to avoid the scary scenario of watching your funds dwindle to nothing? Podcast host Johnny Dean and his guest, Rick "The Professor" Plum, CFP® compare the various withdrawal strategies and tell you which one they believe is the best – and why they believe it. Tune in to this week's episode of Managing Your Financial Future to learn more!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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Financial "Resolutions" to Make in 2025 37:02

15 weeks sitten37:02

Toista Myöhemmin

Toista Myöhemmin

37:02

It's the start of a new year, which means right now is a very good time to begin thinking about what your financial goals are for 2025. Sometimes, though, that's easier said than done. How do you know what to prioritize this year? What sort of goals should you be setting, and how do you know if those goals are both reasonable and attainable? And what's the best way to get started? All legitimate (and common) questions. Get the answers from "Professor" Rick Plum, CFP® and podcast host Johnny Dean on this week's episode of Managing Your Financial Future!…

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Managing Your Financial Future with Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group podcast artwork

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How Different Types of Retirement Income Are Taxed 38:42

16 weeks sitten38:42

Toista Myöhemmin

Toista Myöhemmin

38:42

Many retirees have several sources of retirement income: IRAs, 401k accounts, personal money, pensions, and Social Security, to name just a few. Because of this, they may find that it's extremely hard to predict their tax bill each year if they're not sure how - or if - these sources of income will be taxed. Knowing the potential taxation of your income can put you in a much better position from a financial planning perspective. But how do you know what types of income may or may not be taxed? Simple - have a listen to this week's episode of Managing Your Financial Future with podcast host Johnny Dean and "Professor" Rick Plum, CFP® as they tell you what you need to know about the taxation of your retirement income!…

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