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

from Vaulted Views with Ray Lucia Jr. · host Ray Lucia Jr.

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!

Episode metadata supplied by the publisher feed · Published Nov 11, 2024

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

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This episode is 59 minutes long.

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This episode was published on November 11, 2024.

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