On this week’s episode of the David Lukas Show, David and Zach talk about how easy it is for investors to simplify their financial plan—allowing them to truly retire WorryFree®.

According to David and Zach, financial simplicity offers peace of mind whilst denoting an era of completeness. This allows the saver (AKA savvy investor) to enter into a restful, not emotionally disrupted, financial state.

As Leo Babuta so eloquently stated in his book, The Power of Less, "simplicity boils down to two steps: Identify the essential. Eliminate the rest." Identifying the financial essentials and dispelling the myths of Wall Street, while educating investors, is exactly what David and his associates strive to accomplish everyday at David Lukas Financial.

In return, a company culture focused on helping individuals save money, not give it away to the financial industry has been effectively established. All of this is accomplished by creating a simple game plan focused on reducing wealth eroding transfers such as taxes, interests on debt, and unnecessary fees.

If any or all of this information is of interest to you, listen to the entire episode today!

David has partnered with Tony and his WorryFree Retirement® network to simplify the process. It’s unlike anything else in the industry. To learn more about how David Lukas Financial can benefit you and your retirement portfolio, call (501) 218-8880 today.

Do you know whether you’re a Saver, an Investor or a Speculator? Learn about the three personalities of money and take the FREE test today at 3Personalities.com

"Even the intelligent investor is likely to need considerable willpower to keep from following the crowd." — Benjamin Graham

This week on the David Lukas Show, David speaks candidly about how important it is to know the steps and planning needed to start saving smart in the first half (the accumulation phase) of your financial life.

Because savers truly have a certain mentality, when it concerns money, they have different feelings toward the process of investing—and rightly so. That is why the WorryFree Retirement® was created, to Help Savers Worry Less About Money®.

Throughout the hour, David explains how creating a retirement plan and vision—with a retirement expert—will lessen the blow when the government comes to collect the taxes owed on your 401K. David also expands how everyone, from the regular American Joe to small business owners, can and should be able to access their money during the accumulation period.

Listen to entire episode above today!

To learn more about how a Roth IRA or an annuity can benefit you and your retirement portfolio, call David Lukas, (501) 218-8880, at David Lukas Financial. David has partnered with Tony and his WorryFree Retirement® network to help his clients implement the WorryFree Retirement® process. It’s unlike anything else in the industry.

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