Join Ray Lucia Jr. as he welcomes his longtime friend and business partner, Mark Scalzo, to the podcast! In this episode, they dive deep into Mark's fascinating journey from investment banker to an international money manager.

Mark shares his experiences at the prestigious Wharton School, his early days at Salomon Brothers during the high-stakes world of investment banking, and the lessons learned while working with industry legends like Ken Fisher and Rick Edelman.

Discover how Mark navigated the tumultuous waters of the 2008 financial crisis, the challenges of

Highlights:

1. Mark's background and education

2. Experiences at Salomon Brothers

3. Working with Ken Fisher and Rick Edelman

4. The impact of the 2008 financial crisis

5. The importance of a disciplined investment process

6. Understanding active share and investment strategies

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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

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.