Bucket Strategy Investing
Our flagship, daily show taking live calls and covering a wide range of financial topics and strategies.
The Social Security Show
Determining your Social Security strategy may be the biggest financial decision you’ll ever make. Tune in and discover how important your Social Security decisions are to your long-term financial success.
Bucket Strategy Live
Our weekly show featuring updates to The Bucket Strategy®, guest interviews, and new investment opportunities uniquely positioned for Bucket Strategy investors.
Retirement Income Challenges: A Wealth Education Workshop in Houston
April 8, 2017
Retirement Income Challenges: A Wealth Education Workshop in Santa Clara
April 29, 2017
Strive to make the most of your retirement. Get answers to your most pressing questions, and gain the knowledge necessary to make important decisions about your financial future.
Investing and Personal Finance
IRAs, BDCs, REITs, ETFs—Tired of wading through alphabet soup? Let us clearly explain the investing basics you need to know.
Are you missing valuable deductions and over paying on taxes? Get educated and find out.
Little is certain in life—don’t be blindsided by unexpected circumstances. See what insurance can do for your portfolio.
Little is more important than making sure your loved ones are well taken care of. Let us help you establish education savings accounts, plan your estate, and more.
The Bucket Strategy®
Every financial situation is different; get a financial plan as unique as you are. Don’t make the mistake of heading into retirement unprepared.
Do you have a specific question for a Lucia Capital Group financial advisor?
Fees on annuities vary by product and options. When buying an annuity, how do you know what fees you’ll need to pay and what are you paying for?
Caller Jeff asks if he can contribute to an IRA although he is not currently employed.
Caller Jeff asks if he and his wife should pay of their HELOC now or make payments.
Caller David asks about self-directed IRAs.
Viewer Jason asks about cashing out his 401(k).
Rick “the Professor” Plum, CFP®, and John Dean discuss how RMDs work with multiple accounts.
Rick “the Professor” Plum, CFP®, and John Dean discuss reasons to consider taking your Social Security at a particular time.
Rick “the Professor” Plum, CFP®, and John Dean discuss the ins and outs of 529 education plans.
Caller Jim asks whether he should take his defined pension as a lump sum.
Rick “the Professor” Plum, CFP®, and John Dean discuss how the Roth came to be.
Rick “the Professor” Plum, CFP®, and John Dean discuss the kinds of retirement plans available to small business owners.
Rick “the Professor” Plum, CFP®, and John Dean discuss some differences between a Roth IRA and a Roth 401(k).
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