The David Lukas Show

When it comes to safeguarding your hard earned retirement funds, risk is your enemy. Honestly there isn’t much worse than the possibility of losing thirty to forty  percent of your stock market investments in an aggressive downturn or market correction.

 

Most of us can’t afford that kind of loss close to or during retirement. So how are you able to keep on course in to ensure that your funds are what and where you want them to be and that they’re protected?

 

This week on the David Lukas Show, our host David Lukas discusses what you can do to proactively put and keep your retirement on the path to success. Throughout the hour David expands upon all the different ways that life events can trigger the need for a correction in your planning. Knowing the amount of risk you’re taking with your investments is just the first step of responsible investing—below are just a few of the other points mentioned and suggested in today’s show...

-know the amount of risk you’re taking with your investments

-update any estate plan changes

-know what fees and taxes you are paying and how they might change later

-know what to do if you receive an inheritance

-have a plan for loss of employment

-know the important age requirements dates and deadlines for Social Security, when you can use the money in an IRA, Medicare benefits

-know when interest rates change and how it will impact your retirement

To hear all the excellent information from David Lukas of David Lukas Financial has about being proactive instead of reactive regarding risk, listen to the entire episode today.

 

David Lukas Financial is now accepting reservations for the September Maximizing Your Social Security Course:

You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability and reserve your seat today for September’s classes.

September classes are as follows…

Wednesday, September 20th, 6:30PM

Thursday, September 21st, 6:30PM

Friday, September 22nd, 6:30PM

 

CLICK HERE TO REGISTER TODAY!

 

The Guide to Social Security can help you understand how to keep up to 32% more of your money for retirement. Since you have a choice of when to start Social Security and also your individual or employer-plan qualified retirement money, can be coordinated to maximize your Social Security. Request your Free Guide To Social Security today! (Must be a resident of Arkansas)

Also be sure to check out the upcoming Maximizing Social Security Classes taught by David and held right here in North Little Rock. To get more details and register for a class go HERE.

 

Want to know more about how David Lukas Financial can save you money on unnecessary taxes and fees—call David Lukas Financial, (501) 218-8880, today to learn more about The WorryFree Retirement® process. David Lukas Financial is conveniently located right here in North Little Rock, Arkansas.




Direct download: 09-16-2017_KARN_Show.mp3
Category:general -- posted at: 12:00pm CDT

Because they don’t know any better, most americans are take their investments and social security benefits at face value, ultimately missing out on thousands of extra dollars earned in the second and third halves of life into retirement. Because you only get one chance at retirement best defense against financial disaster is an informed mind and a sound plan for the future.

 

This week, on the David Lukas Show, our host David addresses many of the common mistakes that people are making in planning— or better yet in the lack of planning—  their retirement. Throughout the hour, David discusses the four reasons people fail in planning and therefore forfeit a WorryFree Retirement®.

  1. Not having a claiming strategy to maximize Social Security.
  2. Not having a way to generate income after retirement
  3. Taking on more risk than you know...or need to
  4. Not having a thoughtfully diverse comprehensive game plan

 

To hear, in detail, about how all of these pitfalls can ruin your retirement listen to the entire episode today!

 

If any one of these critical issues apply to you and your retirement, you are not alone. David Lukas Financial specializes in strategies designed to help you prepare for the unknown. Want to know more about The WorryFree Retirement® process? Call David Lukas, (501) 218-8880, today to learn more about what David Lukas Financial can do for you. *Conveniently located right here in North Little Rock, Arkansas.

  

David Lukas Financial is now accepting reservations for the September and October  Maximizing Your Social Security Course:

You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability and reserve your seat today for September’s classes.

September classes are as follows…

Wednesday, September 20th, 6:30PM

Thursday, September 21st, 6:30PM

Friday, September 22nd, 6:30PM

 

CLICK HERE TO REGISTER TODAY!

 

The Guide to Social Security can help you understand how to keep up to 32% more of your money for retirement. Since you have a choice of when to start Social Security and also your individual or employer-plan qualified retirement money, can be coordinated to maximize your Social Security. Request your Free Guide To Social Security today! (Must be a resident of Arkansas) Call 501-377-9602 for registration availability.

Direct download: 09-09-2017_KARN_Show.mp3
Category:general -- posted at: 12:00pm CDT

With no real help from the SS Administration itself, it’s hard to know what steps are necessary to take in maximizing your Social Security benefits. In fact, so many retirees assume that the process is easy. Unfortunately, it isn’t.

 

This week on the David Lukas Show, David talks about the many common assumptions people make or have already made about claiming Social Security. Throughout the hour, David talks through the 9 most common presumptions (listed below) that can impact your retirement and what you can do to prepare.

 

  1. Believing that Social Security is running out of money
  2. Thinking the money you pay into the system is the exact amount you’ll receive when collecting
  3. Assuming that SS is there to replace the entire income lost after retirement
  4. Believing that SS benefits (amount paid to you) are based, solely, on the last ten years of your income
  5. Mistakenly thinking that the retirement age of 65 is set in stone for everyone
  6. That the SS Admin will give you useful personalized advice
  7. Assuming that if you don’t claim your benefits as soon as you can (age 62) that you’ll collect less
  8. Not knowing the specifics about spousal benefits and the complications in collecting
  9. Not understanding eligible benefits before/after divorce

 

To hear all of the highly informative information David has for you about Social Security, listen to the entire episode today.

 

If any one of these critical issues were placed before you, would you be prepared? David Lukas Financial specializes in strategies designed to help you prepare for uncertainty in retirement. Want to know more about The WorryFree Retirement® process? Call David Lukas, (501) 218-8880, today to learn more about what David Lukas Financial can do for you. *Conveniently located right here in North Little Rock, Arkansas.

 

Want to learn more about Social Security?  David Lukas Financial is Now Accepting Reservations for September. To sign up for September classes, simply follow the “Register Here” link now! September classes must be reserved via our 24-Hour Reservation line. You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability and reserve your seat today.

 

Classes in September are as follows:

  • Wednesday, September 20th, 6:30PM (SOLD OUT)
  • Thursday, September 21st, 6:30PM
  • Friday, September 22nd, 6:30PM

 

The Guide to Social Security can help you understand how to keep up to 32% more of your money for retirement. Since you have a choice of when to start Social Security and also your individual or employer-plan qualified retirement money, can be coordinated to maximize your Social Security.  Request your Free Guide To Social Security today! (Must be a resident of Arkansas)

Direct download: 09-2-2017_SS_Show_KARN.mp3
Category:general -- posted at: 12:00pm CDT

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