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 ...
The One Thing Your Financial Plan Can't Live Without
Managing Your Financial Future with Lucia Capital Group
33 minutes
3 months ago
The One Thing Your Financial Plan Can't Live Without
A good financial plan will contain many elements: a source of cash flow, assets that are matched to liabilities, tax management, and investment oversight, to name just a few. And while these are important parts of a financial plan, there is perhaps one additional component that is above all else: room for error. In investing, as in life, there are certain scenarios that can break you - perhaps permanently. So one of the most prudent things you can do is to avoid those situations complet...
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 ...
