Vaulted Advisor

How Fiduciary Advisors Build Enterprise Value and Retain Clients in Volatile Markets

The finale of Season 2 and what's next for Vaulted Views.

The Hidden Costs of Index Funds: What Every Investor Must Know

Ray Lucia Jr. uncovers the hidden fees quietly eating away at investor returns, why over-diversification might be holding you back, and how financial advisors can build stronger portfolios with high-conviction investing.

The #1 Retirement Fear (And How to Avoid It)

Ray Lucia Jr. explores what constitutes a sound financial decision, applies a business mindset to wealth structuring, and breaks down the real value of having a financial advisor.

#014 Vaulted Views - Meet the Southern Savant of Retirement Planning

Retirement Planning Fundamentals and Lessons from 30-Year Industry Veteran Chris Lloyd, CFP, CHFC, MBA.

#010 Vaulted Views - Tackling Money and Football: Lessons from the Gridiron with Rashard Cook

Rashard's journey from NFL to Financial Advisor is one of resilience. Tune in!

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

Rick shares his story of how he pivoted from his original desire to fly fighter jets to discovering an even greater passion for financial planning.

#004 Vaulted Views Mark Scalzo: From Investment Banking to Portfolio Management

#002 Vaulted Views Joe Lucia: From Wine & Spirits to Wealth Management

My cousin Joe's journey is fascinating, and I’m excited for you to hear his story.