The David Lukas Show

What if you could invest in something that could guarantee income for life like Granddad had?  

David talks about the fact that till this day, his soon to be 99 year old grandmother, Edna Lukas still receives a check for the last 30 years from Granddad's (Frank Lukas) retirement, well after granddad  passed away.  Most people feel there's no hope of having a retirement like granddad. 

On this week’s installment of The David Lukas Show, David talks about how his recent Partnership with Tony Walker, author of Don’t Follow the Herd, The Worry Free Retirement and The Three Personalities of Money, will benefit “savers” with their retirement plans.

Walker created his uniqute process, The Worry Free Retirement, to alleviate the anxiety savers feel about outliving their money after retirement. And, because both David and Tony believe a retirement plan should be built upon an individual’s vision for their own future, they sincerely feel it should also fund your future—not Wall Street’s.

Now is the time to act! By not following the herd, savers like you can safeguard your precious funds from market corrections and provide themselves guranteed mailbox money for life. If you are in the 2nd half of life and are at or near retirement, can you afford another 2008 market correction? If you are a Saver there is nothing correct about "Correction". Remember, there's a big difference between your "I hope so money" and "I know so money".

Call to put The Worry Free Retirement Process to work for you. Call David Lukas, (501) 952-3090

You can pick up a copy of Don't Follow The Herd HERE (Go to "Extras" in from your David Lukas Show App)

Are you a Saver? Find out now by taking the test at 3Personalities.com 

Direct download: david_lukas_show_podcast_05-24-14.mp3
Category:general -- posted at: 10:38am CDT

Listen to David speak with Tony Walker, author of  Don’t Follow the Herd, The Worry Free Retirement  and The Three Personalities of Money, about how listeners, like you, can implement the successful Five Step Process within their own retirement plans.

 

 

Walker, creator of The Worry Free Retirement System, developed this unique process in the early 90’s for“savers”. Before all else, Walker takes how God has created you, specifically, into consideration by assessing how you’re wired for risk. And because the risk tolerance questionnaires many financial advisors are still using as starting points for portfolio planning are now obsolete, in today’s volatile market, consumers needed a product that would see them through the three halves of life.

 

 

By understanding what annuities are best suited for what customers (Those in the 2nd half of life) Walker was also able to create the Annuity Decision Guide.  Deciding what annuities to purchase can be a daunting task. With the Guide’s assistance, all guesswork is taken out of the equation. And unlike most financial advisors, Walker has great working knowledge of how properly used annuities can streamline the retirement planning process.

 

 

To learn more about how Fixed and Index Annuities can benefit you and your retirement portfolio, call David Lukas, (501) 218-8861, at Infinite Financial Services. David has partnered with Tony and his Worry Free Retirement network to help his clients implement the Worry Free Retirement process. It's unlike anything in the industry.

 

 

What is your financial DNA? Are you a Saver, an Investor or a Speculator? Learn about the three personalities of money  and take the test today at: 3Personalities.com 

Direct download: david_lukas_show_podcast_05-17-14.mp3
Category:general -- posted at: 6:18pm CDT

Do You Know the Rules of the Game? Do the financial institutions teach you the rules? No!

 

If you were going to be sent to play in The Masters and you could choose one of two things, you could have the clubs of any player that's ever played a round of golf, or you could have their ability. Which would you choose? Of course! You would want their ability. What is it that financial institutions have to offer? Financial products (clubs) to sell. Do you need the clubs to play the game? Of course you do, but the greatest impact on your game comes from profecting your swing.  In short, it's more about a process than any product.

 

Listen to David talk about the three halves of life as well as The Three Personalities of Money.  Discover the role your financial DNA plays within the three “halves” of your life by visiting 3personalities.com.

 

Are you…
1. The Saver

 

2. The Investor

 

3. The Speculator

 

By identifying and utilizing your financial DNA, you’ll have the advantage needed to make educated plays during the three halves of your life. Because, unlike in sports, where there's always another game, in the 2nd half of life, often times,  there are no do-overs.  Which half of life are you in? The first Half, Half Time, or the 2nd Half?

 

For more information on how best to utilize your financial DNA, call David Lukas with Infinite Financial Services at (501) 218-8880. To take the three personalities test visit 3personalities.com.

 

Direct download: david_lukas_show_podcast_05-10-14.mp3
Category:general -- posted at: 2:21pm CDT

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