Lucia Capital Group

Managing Your Financial Future with Lucia Capital Group

Join Johnny Dean and "Professor" Rick Plum as they share expert insights on financial planning and investing strategies to help you achieve your financial aspirations.

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Here's One More Tax Move to Make Before 2025

E201 • 39 mins • Dec 17, 2024

Recent Episodes

Dec 17, 2024

Here's One More Tax Move to Make Before 2025

E201 • 39 mins

Dec 10, 2024

Is This a Good Time for Roth Conversions?

E200 • 38 mins

Dec 3, 2024

Why the Wrong Withdrawal Strategy Can Be Disastrous

E199 • 39 mins

Nov 26, 2024

Let's Do an Actual Bucket Strategy!

E198 • 40 mins

Nov 19, 2024

Asset Location - The Hidden Gem of Tax Management

E197 • 39 mins

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