• #008 Vaulted Views - Rick Plum, CFP®: Life Lessons from The Professor of Finance

  • 2024/11/11
  • 再生時間： 59 分
  • ポッドキャスト

#008 Vaulted Views - Rick Plum, CFP®: Life Lessons from The Professor of Finance

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  • サマリー

  • Join Ray Lucia Jr. for an episode with friend and colleague, Rick "The Professor" Plum, the Chief Financial Planning Officer of Lucia Capital Group.

    Highlights:

    • Rick's journey from aspiring pilot to financial planner
    • The importance of changing financial strategies as retirement approaches
    • Managing emotions and behavior in investing
    • Understanding taxes and expenses in retirement

    • Subscribe for more episodes and insights!

    Follow me on social media: Twitter: @rayluciajr LinkedIn: / rayluciajr Leave a comment below with your thoughts on the episode!

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あらすじ・解説

Join Ray Lucia Jr. for an episode with friend and colleague, Rick "The Professor" Plum, the Chief Financial Planning Officer of Lucia Capital Group.

Highlights:

  • Rick's journey from aspiring pilot to financial planner
  • The importance of changing financial strategies as retirement approaches
  • Managing emotions and behavior in investing
  • Understanding taxes and expenses in retirement

  • Subscribe for more episodes and insights!

Follow me on social media: Twitter: @rayluciajr LinkedIn: / rayluciajr Leave a comment below with your thoughts on the episode!

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