ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "#008 Vaulted Views - Rick Plum, CFP®: Life Lessons from The Professor of Finance"
Episode Synopsis
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!
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!
In God we trust