#002 Vaulted Views - From Wine & Spirits to Wealth Management with Joe Lucia

In this episode of our podcast, host Ray Lucia Jr. sits down with his cousin, Joe Lucia, to explore Joe's fascinating journey from a young, tenacious wine and spirits entrepreneur to running a $2 billion wealth management firm. Key Highlights: From Malibu to Milan: Joe takes us through his early days at Pepperdine University, where he lived the "glamping" college life on the beach in Malibu. Building an Empire: Learn how Joe, a young and tenacious entrepreneur, built his own wine import business, forged relationships with major retailers like Costco and Trader Joe's, and became an international global entrepreneur. The Hustle: Joe's stories of flying to Italy, meeting with prestigious wine producers, and hustling 24/7 to grow his business. His journey is a testament to the power of hard work and determination. A New Chapter: Discover how Joe transitioned from the wine and spirits industry to running a $2 billion wealth management firm. He shares the challenges, the learning curve, and the passion that drives him to help others achieve their financial goals. The Bucket Strategy: Joe explains The Bucket Strategy®, a core investment philosophy that has helped countless clients navigate the ups and downs of the market. Whether you're planning for retirement or just starting your investment journey, this strategy is a game-changer.