Managing Your Financial Future with Lucia Capital Group
Lucia Capital Group
4.7from 31 ratings
- 279
- Episodes
- 108
- Transcribed
- 31
- Ratings
- Daily
- Cadence
- 2019
- First episode
- 235K
- YouTube views
About Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
- Publisher
- Lucia Capital Group
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 5 Dec 2019
- Latest episode
- 6 Oct 2026
Latest episodes
108 of 279 episodes have a transcript.
6 Oct 2026
3 Financial Decisions You Can’t Easily Undo
29 Sept 2026TRANSCRIPT
The Best (and Worst) Assets to Inherit
8 Sept 2026TRANSCRIPT
Why Bonds May Be Riskier Than You Think
Inside a recent episode
The Best (and Worst) Assets to Inherit
Published 29 Sept 2026 · Transcript excerpt
[…] They don't have to know every dollar you have, but they at least should know – The tax rules, the beneficiary designations, trust instructions, and all those decisions that come after. And by the way, those conversations are usually easier to have while everyone's still here. You have options when the owners are still alive. That's right. But once the people that own the assets originally pass away, the options are pretty much set in stone. You don't have the options anymore. It is what it is, which is, like we said earlier, oh, well, you inherited money. Now deal with it. Deal with it, right. […]
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See plansReach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 235,327
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.9 / 5
- 25 ratings
- Spotify
- 4.0 / 5
- 6 ratings
Podcast Authority Score: 58 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 48
- Social presence
- 0
- YouTube
- 86
- Engagement
- 82
Contact Managing Your Financial Future with Lucia Capital Group
- Guest appearances
- Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Managing Your Financial Future with Lucia Capital Group
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Managing Your Financial Future with Lucia Capital Group take guests?
The show does not typically feature guests, based on episode analyses.
Where can I read transcripts?
108 of 279 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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