#001 Vaulted Views Ray Lucia Sr. Father-Son Journey: From the 1987 Crash to Building a Legacy Family Business

My very first episode is really special to me, as I’ve decided to start off this entire venture with my father, the GOAT, Ray Lucia Sr., a pioneering author, radio personality, and host of 'The Ray Lucia Show'.

In this episode, my father and I share stories about our years working together including how I connected him with Shark Tank’s own, Kevin O’leary which resulted in them jamming together singing Hotel California, his time doing Sean Hannity’s radio and tv shows and his top-rated TV commercial with Hyundai.

The show begins with a brief history of the "Buckets of Money" strategy, now widely known as The Bucket Strategy®. So, if you haven’t heard the story of how that all began, you’re in for a real treat. We briefly discuss his 8-year battle with the SEC resulting in a 7-2 victory in the Supreme Court of the United States and the gag order he is currently bound to preventing his ability to discuss details of his case. Also, make sure you watch until the end to see Ray Sr. tell his famous “Times Up” joke.

This show is not just about crazy stories; it's a real-life journey of our family business and the rollercoaster of events that led to building a legacy, family wealth management business based on his groundbreaking retirement income strategy.

Episode Highlights:

• The 1987 Market Crash: Hear firsthand how the October crash of 1987 was a pivotal moment that led to the creation of The Bucket Strategy®.

• From Local Radio to National Syndication: My father tells you how he went from a local radio host to a nationally syndicated financial advisor.
• The Birth of The Bucket Strategy®: Learn about the origins of The Bucket Strategy® and how it revolutionized retirement planning.

• Family and Business: Get an inside look at what it’s like to work in a family business - both the challenges and the successes. Including the emotional challenges of being required to terminate my father from the very business he founded!
• Scalability and Growth: Understand the importance of scalability in business and how we expanded our reach nationally.

Why You Should Listen:

If you’re interested in financial and retirement income planning, business growth, or simply a good origin story, then you do NOT want to miss my premiere episode! Whether you're an investor, financial advisor, or business owner, the insights you'll take from this masterclass will be invaluable.

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In this episode I definitely had more than my fair share of bourbon for a single sitting. I was pretty intimidated interviewing the GOAT for my very first show and this bourbon was absolutely the right “vice” for the moment

E.H. Taylor Jr. Small Batch

I love this bourbon. It’s smooth, has notes of caramel and butterscotch, and is perfect for sipping. It costs about $100 a bottle.

Thank you for being a part of this journey. Discover what it takes to achieve excellence in money, business, and life on Vaulted Views.  

Cheers!

Ray Lucia Jr.
Host, Vaulted Views

P.S. Whenever you’re ready, there are 3 ways I can help:

1. For Investors: If you have at least $500k to invest, I can connect you with a financial advisor at Lucia Capital Group. Click here
2. For Financial Advisors: If you are a financial advisor looking for help growing, optimizing or selling your business. Click here to schedule a discovery meeting with me
3. Become a Podcast Guest: If you are a founder, business owner, community leader or financial industry expert and would like to be featured on Vaulted Views, click here to apply.