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Hi Vaulted Viewer,
Our latest podcast episode is here! This week, I had the pleasure of sitting down with one of my favorite people in the world, a person who also happens to be my cousin and business partner – Joe Lucia. Joe's journey is fascinating, and I’m excited for you to hear his story.
🎧 Episode Highlights:
From Malibu to Milan
Joe takes us back to his college days at Pepperdine University, located on the beaches of Malibu. In addition to all the sun and surf, Joe proved himself to be a go-getter from the start, working at a local gym and hanging out with some of Hollywood's elite.
The Wine & Spirits Entrepreneur
After college, Joe jumped headfirst into the wine and spirits industry. He tells us about flying to Italy, meeting with prestigious wine producers, and then getting to work building his own import business. Imagine being in your mid-20s and negotiating deals with major retailers like Costco and Trader Joe's!
A Pivot to Wealth Management
From there, Joe talks about his transition from the world of wine and spirits to the equally challenging field of wealth management. In this episode he talks about how he leveraged his sales skills and relationships to build a $2 billion wealth management firm.
The Bucket Strategy ®
Joe also talks about The Bucket Strategy ®, and the importance of having a steady, reliable cash flow regardless of current market conditions.
Why You Should Listen
This episode is a masterclass in entrepreneurship, resilience, and the power of relationships. Joe's story demonstrates how, with some hard work and some good luck on your side, you can pivot and succeed in entirely new fields. Plus, if you're interested in financial planning, Joe also offers some tips and advice that you won't want to miss.
Tune In Now!
Don't miss out on our latest episode. Click the link below to listen now:
🎙️ New Episodes Release Every Monday: Available on YouTube, Spotify, Amazon, and Apple Podcasts. Subscribe to our newsletter to stay updated with the latest episodes and behind-the-scenes content.
Thank you for being a part of our podcast family. Your support means the world to us. If you enjoy the episode, please consider leaving a review and sharing it with your friends and family.
All the best,
Ray Lucia Jr.
P.S. Got questions or comments? We'd love to hear from you! Connect with me on social media.
- For Investors: If you have at least $500k to invest, I can connect you with a financial advisor at Lucia Capital Group. Click here to schedule an appointment
- 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
- Become a Podcast Guest: If you are a founder, business owner, community leader or financial industry professional and would like to be featured on Vaulted Views podcast, click here to apply.
I can’t but help that deep down I am and always will be a financial advisor. From time to time I plan on sharing financial strategies and concepts that I feel will be valuable to our subscribers.
I have learned a lot over the years about the financial services industry. Financial advisors are small business owners balancing two roles, first being a financial advisor to their clients and second being a responsible business owner for their family, staff and their community. I plan on sharing financial industry content and my experiences to this select group of subscribers here.
We all have vices. Mine are fine whiskeys, cigars and thoroughbred horseracing. So if you are in to that, I will share what I'm up to recently to relax and enjoy my time away from the hustle.
Thank you for being a part of this journey. Together, we’ll unlock the secrets to success in money, business, and life.
Warm regards,
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Let’s Start the Conversation
Whether you’re an advisor looking to grow, an investor seeking clarity, or a community partner with a shared vision — Ray welcomes the opportunity to connect.
Every great relationship starts with a conversation, and every conversation begins with a question. Step inside the vault and reach out below.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.