The David Lukas Show

Wall Street took quite a ride the first week of February dropping to an alarming 4.6%—losing trillions of dollars in market value in a matter of days. So what do you do now to protect your retirement money and investments? Is the party finally over for the longest running Bull Market in history? Who knows. If it is, are you willing to take the RISK?

 

Today, on the David Lukas show, David talks about the recent turbulence investors inevitably experienced during the recent market drop. Throughout the hour David offers the kind of sound and practical advice needed and the steps Savers can take to help protect their assets from a volatile down market.

  • Products that protect your money
  • Steps necessary to retire WorryFree®
  • Stress tests for your finances

 

To hear all of David’s excellent information, listen to the entire show today!

---------------------------------------------------------------------

David Lukas Financial is now accepting reservations for the March 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 March’s classes.

Upcoming Classes Available:

  • Thursday, March 29, 2018 6:00 PM
  • Friday, March 30, 2018 6:00 PM

MORE DATES COMING SOON!

HELD AT THE HAMPTON INN:

11920 MAUMELLE BLVD,

MAUMELLE, ARKANSAS 72113

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)

-------------------------------------------------------------------

 

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: 02-24-2018_KARN_Show.mp3
Category:general -- posted at: 12:00pm CDT

Saving for retirement isn’t easy. It takes a career’s worth of time and dedication to accumulate the kind of money most people need to retire WorryFree®. What a lot of planning retirees aren’t accounting for is the possibility of losing more than half of their money due to the penalties, taxes and fees associated with Required Minimum Distributions (RMDs).

This week on the David Lukas Show, David talks about how underestimating and inadequately planning for RMDs can ruin any carefully planned retirement. Throughout the hour, David talks about:  

  • What accounts are subject to RMDs
  • What accounts save you from RMDs
  • When you need to take your RMD—important deadlines
  • How to calculate your RMD
  • How RMDs are taxed
  • How to create a proactive RMD strategy to protect you from unnecessary taxes, fees and penalties

 

To hear all of the excellent information David Lakas of David Lukas Financial has about Required Minimum Distributions, listen to the entire show today.

-------------------------------------------------------

Book recommendation from today’s show : The Power of Zero by David McKnight

-------------------------------------------------------

Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email davidlukas@davidlukasfinancial.com today.

-------------------------------------------------------

David Lukas Financial is now accepting reservations for the March 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 March’s classes.

 

Upcoming Classes Available:

  • Thursday, March 29, 2018 6:00 PM
  • Friday, March 30, 2018 6:00 PM

 

MORE DATES COMING SOON!

HELD AT THE HAMPTON INN:

11920 MAUMELLE BLVD,

MAUMELLE, ARKANSAS 72113

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: 02-17-2018_KARN_Show.mp3
Category:general -- posted at: 12:00pm CDT

When you’re married, saving for retirement is a joint effort. If you’re not sharing in this effort you should be. Common ground needs to be found and communication should always be open about your financial expectations in life now and the impending future. If you and your spouse aren't’ talking about these things now you need to.

This week on the David Lukas Show, David talks about how to get on the same page as your spouse in planning your retirement. Throughout the hour David talks about all the ways you and your spouse can talk about and ultimately plan a retirement you’ll both be comfortable with.

Need help getting the conversation started? Here are the five critical questions spouses need to ask each other while planning their retirement.

  • Are we spending more than we should?
  • Do we have the same vision for retirement?
  • Do we agree on the amount of risk we’re taking on your joint investments?
  • Do we have our Social Security benefits set up and maximized correctly?
  • Do we have a plan for life expectancy/ longevity plan/ long-term care?

To hear all of the excellent information David Lakas of David Lukas Financial has about you and your spouse planning your retirement together, listen to the entire show today.

 

------------------------------------------------------------------

David Lukas Financial is now accepting reservations for the March 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 March’s classes.

 

Upcoming Classes Available:

  • Thursday, March 29, 2018 6:00 PM
  • Friday, March 30, 2018 6:00 PM

 

MORE DATES COMING SOON!

HELD AT THE HAMPTON INN:

11920 MAUMELLE BLVD,

MAUMELLE, ARKANSAS 72113

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: 02-10-2018_KARN_Show.mp3
Category:general -- posted at: 12:00pm CDT

Are you needlessly shelling out thousands of dollars in taxes when you could be keeping more of the money for yourself? Are you tired of hearing about how the wealthy are paying less to the IRS while you’re paying more?

The IRS estimates that 20% of Americans miss out on up to $6,000 worth of tax breaks every year. Business owners are missing out as well. Not because they don’t want the break but it’s because they don’t know how to file.

This week on the David Lukas Show, our host talks about how important it is to plan your retirement, collection of Social Security benefits and estate with current and future taxes in mind. In the first half of the show, David discusses what tricks can be utilized and how tax diversification is the key to saving more and paying less on...

the three basic tax categories:

- Taxed Always- savings account, dividends on investments, brokerage accounts

- Taxed Later - 401K, IRA, real estate, hard assets

- Taxed Rarely-  Roth IRA, interest from Municipal bonds, certain types of life insurance contracts

 

Don’t own too many products (investments, brokerage accounts, real estate, hard assets…) that are taxed the same way or at the same time.

Kiplinger.com

 

For the second half of the show, David expands upon the varying steps Americans can now take to mitigate their impending Tax Tumor—before retirement.   

 

To hear all of the important information and advice David of David Lukas Financial has to offer, listen to the entire episode today.

 

 ------------------------------------------------------------------------------

 

David Lukas Financial is now accepting reservations for the March 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 March’s classes.

 

Upcoming Classes Available:

  • Thursday, March 29, 2018 6:00 PM
  • Friday, March 30, 2018 6:00 PM

 

MORE DATES COMING SOON!

HELD AT THE HAMPTON INN:

11920 MAUMELLE BLVD,

MAUMELLE, ARKANSAS 72113

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: 02-3-2018_KARN_Show.mp3
Category:general -- posted at: 12:00pm CDT

1