Lucia Capital Group

Think about this: Is stock exposure really the right place to start, or should the focus be on how much of your portfolio needs to be safe to support your income? Find out from Johnny Dean and Rick “The Professor” Plum. luciacap.com/podcast/financ… #retirementplanning #personalfinance

How do you structure your withdrawals so that market downturns do not translate into spending cuts? Johnny Dean and Rick “The Professor” Plum, CFP® tell you how to potentially protect both the short- AND long-term on our new episode: luciacap.com/podcast/financ… #retirementplanning

Most retirement conversations focus on growing assets. But the real question is: Will your family actually receive them the way you intend? Beneficiary designations, wills, trusts, taxes, and probate can change everything. luciacap.com/podcast/financ… #EstatePlanning

Think you get both Social Security checks if your spouse passes away? In most cases, you receive the higher benefit — not both combined. Know the survivor benefit rules. luciacap.com/podcast/financ… #SocialSecurity #RetirementPlanning

Listen to the latest episode of the Managing Your Financial Future Podcast: What Retirees Wish They Had Done Differently - luciacap.com/podcast/financ… #retirementplanning #personalfinance #wealthmanagement

Good investments aren’t enough in retirement. Where your assets are held impacts taxes, Social Security, and required minimum distributions. Asset location is a key part of smart retirement income planning. Review your strategy with Lucia Capital Group:👉luciacap.com

The latest episode of the Managing Your Financial Future podcast is out. How much does it matter where your money lives? And how can getting it wrong turn taxes into a long-term problem instead of a short-term nuisance? luciacap.com/podcast/financ…

Thank you to @LuciaCapital and @RioVegas and our existing and future partners for spending the night with us at Wayne’s Tailgate Whiskey Tasting & Game. We’re truly grateful for your continued support and partnership.

What a night! 🥂 Thank you once again to @LuciaCapital, @RioVegas, and our existing and future partners for an incredible Saturday night with at Wayne’s Tailgate Whiskey Tasting & Game.

Average returns can be misleading in retirement. When you’re taking withdrawals, your real return can be far lower, sometimes even negative, even if the portfolio shows strong historical performance. 🎧 Managing Your Financial Future: luciacap.com/podcast/financ…

The 4% rule is a guideline, not a retirement strategy. Your withdrawal rate should reflect your timeline, Social Security decisions, and changing income needs. Not a one-size-fits-all rule: 246 - Debunking 3 Ideas of "Conventional Wisdom" » Lucia Capital Group #RetirementPlanning

On the latest episode of From The Nest brought to you by @LuciaCapital, @Aaron_Cooney talks with returning Spengler Cup All-Star Nikolas Brouillard about his time representing Team Canada. Full episode available at sandiegogulls.com/podcast.

@PodMatch_com Thank you!!

@LuciaCapital Great traction. Congratulations, guys!!

The Managing Your Financial Future podcast has over 100,000 downloads! Thanks for listening to us over the years. We're happy to help take the fear out of finance. buzzsprout.com/1298675/achiev…

Learn the 5 things a good advisor always does—and how to protect your wealth long-term. Work with a Lucia Capital Group wealth manager: luciacap.com luciacap.com/podcast/financ…

Some great insight from Bailey!

Good culture doesn’t happen by accident!

A little word association action at tonight’s ‘From The Nest’ live recording 🤣

Podcast day at @LuciaCapital 🎙️

📉 The market’s early moves in retirement can make or break your plan. Learn how to manage Sequence of Returns risk before it’s too late. Make an appointment to build your custom Bucket Strategy at luciacap.com. #retirementplanning #SequenceOfReturns