Vaulted Views with Ray Lucia Jr.

Vaulted Views with Ray Lucia Jr.

By Ray Lucia Jr.BusinessEntrepreneurship
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Vaulted Views with Ray Lucia Jr. episodes

  • #003 Vaulted Views - Marni Von Wilpert: The Making of a Council Member

    Join us for an inspiring episode as Ray Lucia Jr. sits down with Marni von Wilpert, a remarkable woman whose journey has taken her from Scripps Ranch to Africa, New York City, Mississippi, and now back to her hometown as a San Diego City Council member.

    Marni shares her experiences in the Peace Corps, her time in law school at Fordham, and her work in Congress, where she learned the ins and outs of public service.

    Takeaways:

    1. The power of service

    2. Listening is key

    3. Taking risks for change

      4. 48 min
    4. #002 Vaulted Views - From Wine & Spirits to Wealth Management with Joe Lucia

      In this episode of our podcast, host Ray Lucia Jr. sits down with his cousin, Joe Lucia, to explore Joe's fascinating journey from a young, tenacious wine and spirits entrepreneur to running a $2 billion wealth management firm.

      Key Highlights:

      1. From Malibu to Milan: Joe takes us through his early days at Pepperdine University, where he lived the "glamping" college life on the beach in Malibu.

      2. Building an Empire: Learn how Joe, a young and tenacious entrepreneur, built his own wine import business, forged relationships with major retailers like Costco and Trader Joe's, and became an international global entrepreneur.

      3. The Hustle: Joe's stories of flying to Italy, meeting with prestigious wine producers, and hustling 24/7 to grow his business. His journey is a testament to the power of hard work and determination.

      4. A New Chapter: Discover how Joe transitioned from the wine and spirits industry to running a $2 billion wealth management firm. He shares the challenges, the learning curve, and the passion that drives him to help others achieve their financial goals.

      5. The Bucket Strategy: Joe explains The Bucket Strategy®, a core investment philosophy that has helped countless clients navigate the ups and downs of the market. Whether you're planning for retirement or just starting your investment journey, this strategy is a game-changer.

        6. 47 min
      6. #001 Vaulted Views w/ Ray Lucia Sr. A Father-Son Journey: From the 1987 Crash to Building a Legacy Family Business

        In this inaugural episode, we dive deep into the fascinating journey with Ray's father, the GOAT, Ray Lucia Sr., a pioneering author, radio personality, and host of 'The Ray Lucia Show'. The two recount the tumultuous market crash of 1987 to the creation of the revolutionary "Buckets of Money" strategy. This episode is packed with insights, anecdotes, and lessons learned over decades in the family business.

        Key Highlights:

        1. The 1987 Market Crash

        2. From a Local Radio to National Syndication

        3. The Birth of The Bucket Strategy®

        4. Family and Business

        5. Scalability and Growth

          6. 1 hr 11 min
        6. #000 - Vaulted Views - From CPA to CEO: Ray Lucia Jr.'s Journey

          Meet Ray Lucia Jr. In the debut episode of Vaulted Views, host Ray Lucia Jr. shares his background, journey, and vision for the podcast. Join Ray and interviewer Emily Paup as they discuss Ray's extensive experience in the financial services industry, his mission to help 1 million American households, and his personal vices like bourbon, cigars, and horse racing.

          Key Highlights:

          • Ray's background in wealth management and asset management
          • Ray's big, hairy, audacious goal (BHAG) of helping 1 million American households
          • Ray's vices including bourbon, cigars, and horse racing

            • Tune in to get to know Ray Lucia Jr. and his vision for Vaulted Views. Stay tuned for upcoming episodes featuring special guests and valuable insights into finance, business, and more. Don't miss out on this engaging and informative podcast journey!

            27 min
          • Introducing Vaulted Views with Ray Lucia Jr. - Trailer

            Welcome to Vaulted Views with Ray Lucia, Jr. Join Ray as he steps inside the minds of successful entrepreneurs, financial experts, and business leaders. These are people who have taken steps that very few others were willing to take, and now they’re reaping the rewards. You'll not only learn about their secrets to success, but you’ll also witness the journey they took to get there.


            1 min

          About Vaulted Views with Ray Lucia Jr.

          From the publisher's feed

          Vaulted Views podcast with Ray Lucia, Jr. steps inside the minds of successful entrepreneurs, financial experts, and business leaders. These are people who have taken steps that very few others were willing to take, and now they’re reaping the rewards. You'll not only learn about their secrets to success, but you’ll also witness the journey they took to get there.