• Vaulted Views with Ray Lucia Jr.

  • 著者: Ray Lucia Jr.
  • ポッドキャスト

Vaulted Views with Ray Lucia Jr.

著者: Ray Lucia Jr.
  • サマリー

  • Vaulted Views podcast with Ray Lucia, Jr. steps inside the minds of successful entrepreneurs, financial experts, and business leaders. These are people who have taken steps that very few others were willing to take, and now they’re reaping the rewards. You'll not only learn about their secrets to success, but you’ll also witness the journey they took to get there. Do you have what it takes to be successful with money, business, and life? Do you want to follow the path that others have started and use them. Join us for Vaulted Views.
    Ray Lucia Jr.
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あらすじ・解説

Vaulted Views podcast with Ray Lucia, Jr. steps inside the minds of successful entrepreneurs, financial experts, and business leaders. These are people who have taken steps that very few others were willing to take, and now they’re reaping the rewards. You'll not only learn about their secrets to success, but you’ll also witness the journey they took to get there. Do you have what it takes to be successful with money, business, and life? Do you want to follow the path that others have started and use them. Join us for Vaulted Views.
Ray Lucia Jr.
エピソード
  • #008 Vaulted Views - Rick Plum, CFP®: Life Lessons from The Professor of Finance
    2024/11/11

    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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    59 分
  • #007 Vaulted Views - Dr. Kam Ghandehari, DDS: Inside the Business of Dentistry
    2024/11/04

    In this episode, we explore Dr. Ghandehari's fascinating and successful life journey as a (legal) Iranian immigrant to becoming an award-winning local dentist at Rancho Bernardo Dental Arts. I promise, this interview is nothing like going to the dentist. We had a great time sipping bourbon and talking business as Kam gives us a peek behind the scenes of the dental industry. You might be surprised by what he shares about the different dentistry business models, the types of products used and how that may impact the quality of care you receive.

    Here are some highlights you won't want to miss:

    The Journey: Kam recounts his incredible path from a British boarding school in India to dental school at USC, and how his family's legacy in dentistry shaped his career. Fuhgeddaboudit! He even spent some of his childhood in New Jersey.

    HMO vs. Private Practice: It’s interesting to hear Kam discuss the stark contrasts between working as a dentist in an HMO setting and running a fee-for-service private practice. I can’t help but think that the business model of the dentist may have a significant impact on the service patients receive. Clearly not all dentistry business models are equal.

    Concierge Dentistry: Do you ever get the run around when you need to speak with your healthcare professional? Not in Kam’s world. Learn about Kam's approach to patient care and how he strives to create a personalized experience for everyone.

    A Wild Request: Kam shares a hilarious story from his dental school days about a patient with a rather extravagant request for a denture!

    Tune in now to hear Dr. Kam Ghandehari's inspiring journey and gain a deeper understanding of the world of dentistry!

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    49 分
  • #006 Vaulted Views - Chris Thorne: Transforming Military Experience into Community Impact
    2024/10/28

    Join Ray Lucia Jr. and Chris Thorne for a candid conversation, in which Chris shares his incredible journey from a young dreamer in Phoenix, Arizona, to a seasoned leader in the Navy, and now the CEO of the North San Diego Business Chamber.

    In this episode, you'll learn about:

    • Chris's early inspirations and military journey
    • Lessons learned from serving in the Navy
    • Transitioning to civilian life and entrepreneurship
    • The importance of caring for people in leadership
    • Working with the Gary Sinise Foundation

    Subscribe for more episodes and insights! Follow me on social media:

    • Twitter: @rayluciajr
    • LinkedIn: / rayluciajr
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    56 分

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