Vaulted Views with Ray Lucia Jr.

Ray Lucia Jr.

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About

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. Do you have what it takes to be successful with money, business, and life? Do you want to follow the path that others have started and use them. Join us for Vaulted Views.

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Recent episodes

  • How Should Financial Advisors Build Their AI Tech Stack? | Jessica PerezAug 27, 2026 · 40 min
  • What Is Your Financial Advisory Practice Actually Worth?Aug 20, 2026 · 38 min
  • The AI Advantage Most Financial Advisors Are Completely MissingAug 6, 2026 · 44 min
  • Journey to 1 Million (Ep.3): How CEOs Think About Work-Life Balance (Hint: It's Not Balance)Jul 31, 2026 · 13 min
  • Former SEC Attorney Explains What Every Financial Advisor Should KnowJul 23, 2026 · 1 hr 2 min
  • Your AI Playbook for Financial Advisors (Where to Start)Jul 16, 2026 · 13 min
  • How Financial Advisors Build Scale with AIJun 12, 2026 · 9 min
  • AI is Not a Tool: It's an Operating System for Financial AdvisorsMay 29, 2026 · 8 min
  • Journey to 1 Million (Ep. 1): The Origin Story, The Bucket Strategy, and the Mission Behind It AllMay 21, 2026 · 28 min
  • Why Medicare Planning Is One of The Biggest Gaps in Most Advisory ProcessesMay 8, 2026 · 23 min

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