“Bucket Strategy Investing” helps listeners with their most challenging financial issues: managing their money for today’s needs and tomorrow’s goals – all based on the plan called the “Bucket Strategy”!
Johnny Dean and Rick “the Professor” Plum, CFP® tackle any question – retirement planning, Social Security benefits, managing taxes, and more.
Join “the Braintrust” – the advisers and strategists from Lucia Capital Group, who offer guidance to listeners based on decades of experience in the financial services industry.
Fast-paced, fun, and focused on wealth education. It’s “Bucket Strategy Investing”! Call 877 PLANNER with your questions.