Available in Growth and Income Investing

“Just In Case” Planning

“Just In Case” Planning

According to USA Today, 60% of people have to retire sooner than they planned. Ray Lucia Jr, Rick Plum and Joe P. Lucia discuss the importance of having the discipline to maintain your retirement strategy.

EBRI: Half of Workers Over 45 Haven’t Calculated How Much They Need In Retirement

EBRI: Half of Workers Over 45 Haven’t Calculated How Much They Need In Retirement

Do you know how much should you be saving for retirement? Rick Plum and Joe P. Lucia discuss the Employee Benefit Research Institute’s study that shows that workers 45 and older haven’t calculated how much money they’ll need in retirement.

Are You Saving Early Enough For Retirement?

Are You Saving Early Enough For Retirement?

Life expectancy is increasing. Are you prepared to live into your 100’s? Joe P. Lucia and Rick “The Professor” Plum talk about time horizons and strategies for saving for a long retirement.

More on the Value of Financial Advice

More on the Value of Financial Advice

You can do your own financial planning, but a financial planner has training and experience that may provide additional value.

Time Horizon Risk

Time Horizon Risk

“The Professor” and Joe Lucia discuss how having a strategy for your retirement portfolio can help you avoid the pitfalls of implementing financial decisions at inopportune times.

Undoing Roth Conversions

Undoing Roth Conversions

Ray Lucia Jr., Joe Lucia, and Rick “The Professor” Plum discuss Roth IRAs, Roth conversions, and how to undo conversions – you have until April 15, or even October 15 if you plan ahead.

Mark Scalzo on Market Volatility and Active Management

Mark Scalzo on Market Volatility and Active Management

On this week’s Growth and Income Investing, Lucia Capital Group Chief Investment Officer Mark Scalzo discusses the opportunity for active managers to add value for their clients in a volatile market.

The Debut of Growth and Income Investing

The Debut of Growth and Income Investing

Lucia Capital Group Chairman Ray Lucia, Jr and President Joe Lucia present their brand new show, Growth and Income Investing.

The Risk of Longevity

The Risk of Longevity

What are the chances you’ll live to be 100 years old, and is your portfolio prepared to get you there?

Understanding Asset Location

Understanding Asset Location

Joe Lucia, Ray Lucia Jr., and Rick “The Professor” Plum, CFP® explain the concept of asset location and the crucial difference between asset location and asset allocation.