Lucia Capital Group

How do you balance growth and safety in retirement? How should you invest the money you'll need 5–10 years from now in retirement?

The Bucket Strategy sounds simple in broad terms. One bucket is designed for money you may need soon, another is built for long-term growth, and the middle bucket sits somewhere in between. But that middle bucket may be the hardest one to get right.

Why is Bucket 2 so challenging, and how should it be structured inside your retirement income plan? Find out from podcast hosts Johnny Dean and Rick "The Professor" Plum, CFP®, on this week's episode of Managing Your Financial Future: https://lnkd.in/eZx6uhAV

Join us for a free business networking event at the LCG Financial Center in Rancho Bernardo. Enjoy a relaxed, welcoming atmosphere, hosted bar, light bites, free parking, no program!

We hope to see you there. RSVP: https://www.eventbrite.com/e/north-county-business-networking-tickets-1992393854653?aff=oddtdtcreator

We've got a new episode of Managing Your Financial Future out today!

Retirement has a way of exposing assumptions you may not even realize you’re making. Which retirement assumptions could end up costing you, and how can you plan around them before they become REALLY expensive?

Find out from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future: https://www.luciacap.com/podcast/financial-future-podcast/3-retirement-assumptions-that-can-cost-you-271/

Happy Fourth of July weekend! Please note that our offices, along with the financial markets, will be closed on Friday, July 3 in observance of the holiday. We hope you all enjoy the holiday. Happy 250th birthday, America! ❤️🤍💙

Last Friday, the team spent the evening at the Homerun Deck for a Padres win. ⚾️ 🤎 🧢

Congratulations to CEO Ray Lucia Jr. CPA/PFS on being named as a finalist for San Diego Business Journal's CEO of the Year Awards. We're very proud and grateful for your leadership, Ray!