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 ...
All content for Managing Your Financial Future with Lucia Capital Group is the property of Lucia Capital Group and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
5 Things You Didn't Know About Your Social Security Benefits
Managing Your Financial Future with Lucia Capital Group
38 minutes
5 months ago
5 Things You Didn't Know About Your Social Security Benefits
For many retirees, Social Security is a cornerstone of their income strategy. That makes sense - it helps establish how much support a retirement portfolio will need to provide, and when. But understanding how to get the most out of your benefits is more than just choosing an age to start collecting. There are spousal and survivor benefits to factor in, family benefits, disability considerations, and even the possibility of taxes on what you receive. Want to learn 5 surprising facts about Soc...
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 ...
