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
35 minutes
1 month ago
5 "Rules" of Finance That You Can Easily Break
In the financial world, there are many "rules" that have become so ubiquitous that people are really reluctant to break them: Should you never take more than 4% out of your portfolio each year in retirement? Is it always best to wait until age 70 to take your Social Security benefits? These are just a few. The problem with using the words "always" and "never" is that they assume everyone's situation is the same. We know that to be completely false. Sometimes, it's good - maybe even beneficial...
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 ...
