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 months ago
Why You Should NEVER Own Real Estate in Your IRA
You may have noticed that real estate prices have been soaring over the past five or so years. And with the stock market gains we've experienced over that same period of time, you may have also seen a similar increase in the balances of your existing IRAs. This has caused some people to wonder: if I want to buy real estate now, but most of my money is tied up in my IRA, is it a good idea to buy real estate inside my IRA? The short (and long) answer is this: no! In this week's e...
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 ...
