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.
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.
Do you have a specific question for a Lucia Capital Group financial advisor?
Johnny Dean and Rick Plum describe scare tactics scammers use to steal your Social Security information.
Is it time to rethink your strategy for retirement? Complete this form today to schedule a meeting with a Lucia Capital Group financial advisor and build a personalized retirement plan tailored specifically for your goals and objectives.
Do you have a question? Every week, our team addresses your financial and retirement concerns. Send us your question by completing the form below.
Medicare and Social Security Strategies
RMDs with Non-Spousal Beneficiaries
RMDs With Spouse as Beneficiary
Can a 403(b) be Transferred Into an IRA?
Things to Consider When Designating a Beneficiary
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