Managing Your Financial Future with Lucia Capital Group
Lucia Capital Group
243 episodes
1 week ago
There’s a lot of confusion about what a financial advisor actually does. Some people think it’s all about picking investments or predicting the market, but the best advisors focus on something much more personal: you and your goals. The best advisors explain how they’re paid, talk openly about risk, give you time to make decisions, and encourage your questions. So what else should you expect when you sit down with someone who truly has your financial future in mind? Find out with ...
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There’s a lot of confusion about what a financial advisor actually does. Some people think it’s all about picking investments or predicting the market, but the best advisors focus on something much more personal: you and your goals. The best advisors explain how they’re paid, talk openly about risk, give you time to make decisions, and encourage your questions. So what else should you expect when you sit down with someone who truly has your financial future in mind? Find out with ...
Managing Your Financial Future with Lucia Capital Group
33 minutes
2 weeks ago
3 Tax Traps Most People Miss
You’ve probably heard that taxes are unavoidable. Fair enough. But what if we told you that in some cases, you might be paying more than you should, simply because you didn’t know the rules? Taking money from the wrong account, misreporting after-tax IRA contributions, accidentally triggering Medicare surcharges: These are tax traps that are hiding in plain sight. They're real mistakes people make every year, often without realizing it until it’s too late. So how do you avoid these common tra...
Managing Your Financial Future with Lucia Capital Group
There’s a lot of confusion about what a financial advisor actually does. Some people think it’s all about picking investments or predicting the market, but the best advisors focus on something much more personal: you and your goals. The best advisors explain how they’re paid, talk openly about risk, give you time to make decisions, and encourage your questions. So what else should you expect when you sit down with someone who truly has your financial future in mind? Find out with ...
