Bucket Strategy Investing
“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. Call 877 PLANNER with your questions.