Episode Three of "The Planning Mindset Podcast" delves into the often-overlooked financial tool known as the Qualified Charitable Distribution (QCD). Despite its potential benefits, many are unaware or unsure of how to effectively use QCDs. Thi

Maximizing Retirement Savings: Roth Conversions and 401(k) Strategies

Nov 27th, 2023 31m 32s

In this episode of "The Planning Mindset Podcast," we welcome back Rick Plum, CFP, from Lucia Capital Group, to shed light on the advantages of Roth Conversions and 401(k) strategies.This episode focuses on the strategic process of converting a

Year-End Tax Planning Strategies: Understanding Tax Harvesting and Health Savings Accounts

Nov 27th, 2023 28m 50s

In this engaging episode of "The Planning Mindset Podcast," we delve into our series on year-end tax planning. Joining us is financial expert Rick Plum, a Certified Financial Planner™ with the Lucia Capital Group, who will share his knowledge o

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