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 ...
Managing Your Financial Future with Lucia Capital Group
37 minutes
4 months ago
5 Things You Didn't Know About Your Roth IRA
One thing that most people would agree on is that paying no taxes is a lot better than actually paying them. This makes the tax-free nature of Roth IRA withdrawals very attractive, as long as all of the specific rules are met. Although the Roth was established more than 25 years ago, for many it still remains something of a mystery. You may have heard it's a good thing, but what should you know about the Roth IRA that you perhaps didn't know? Knowledge, of course, is power. Find o...
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 ...
