The David Lukas Show

Filing for your social security benefits is more complicated than most people realize.

And if you don’t get it exactly right, it could cost you hundreds of thousands of dollars in lifetime income. This week on The David Lukas Show, we answer the seven most frequently asked questions about getting the most income from social security.

Direct download: 12-18-21_SHOW-2.mp3
Category:general -- posted at: 11:00pm CDT

You’ve worked hard and saved for retirement.

But what’s your plan to reduce your taxes with your IRA and 401K?

When will you file for social security to get the most from your benefits?

And how will you turn your savings and investments into income?

Don’t overlook or underestimate a critical pillar of retirement planning …

Get the 12-Point Retirement Planning Checklist on The David Lukas Show

Direct download: 12-11-21_SHOW_final.mp3
Category:general -- posted at: 12:00pm CDT

Do you know how much money you’ve saved in your IRA or 401K?

Do you know how much you’ll pay in taxes when you withdraw this money in retirement?

Most people under-estimate the taxes on these tax-deferred retirement accounts, leaving them with far less money in retirement!

Learn four tax traps that could rob you of your hard-earned savings …

On a special edition of The David Lukas Show

Direct download: 11-13-21_SHOW.mp3
Category:general -- posted at: 3:00pm CDT

Did you know … 60% of Americans retire unexpectedly?

It’s true. But the pandemic has made this situation even worse ...

Forcing three million more people to retire in the past year.

Could you be next?

Learn what you can do NOW to prepare for the unexpected!

Don’t miss a special edition of  The David Lukas Show...

Direct download: 11-7-21.mp3
Category:general -- posted at: 12:00pm CDT

The government has proposed sweeping changes with taxes, capital gains, and estate planning rules. And many of these changes could have significant consequences for your nest egg as of the New Year - if not sooner. So what can you do before the end of the year …

that could protect and grow your retirement savings? Find out on The David Lukas Show..

Direct download: 10-9-21_SHOW.mp3
Category:general -- posted at: 4:00pm CDT

There’s a perfect storm of events ahead for retirees…

And this storm could prove to be a huge challenge…

even for the people who are totally prepared for retirement. Learn what this perfect storm is all about …

And how you could protect your hard-earned savings on a special edition of The David Lukas Show.

Direct download: 10-2-2021_SHOW.mp3
Category:general -- posted at: 3:00pm CDT

What do your IRA, 401(k), Social Security benefits, and investment income have in common? 

They could all get clobbered by taxes when you retire...
 
But it doesn't have to be this way!
 
There are 4-tax planning mistakes that could wreck your retirement.. 
 
Find out what they are, and what you can do to protect yourself on the David Lukas show.
Direct download: 09-25-21_SHOW.mp3
Category:general -- posted at: 12:00pm CDT

Do you have an IRA or 401K?

Contributing money to one of these retirement accounts is one thing.

But when you want to withdraw this money in retirement …

There’s an endless list of government rules that are seemingly designed … to trip you up.

Learn the 5 common mistakes that could leave you with a fraction of your retirement savings 

Tune in to the David Lukas Show...
Direct download: 7-31-21_SHOW.mp3
Category:general -- posted at: 12:00pm CDT

Our world has been turned upside down over the past 18 months.

And with all the turmoil ...

Fortunes have been won, and fortunes have been lost.

So what will the second half of 20-21 bring?

And what can you do now that could exponentially grow your retirement savings?

Don’t miss The David Lukas Show...

Direct download: 7-24-21_show.mp3
Category:general -- posted at: 12:00pm CDT

If you’ve noticed things are getting more expensive lately … it’s not an illusion.

Old man inflation is back. And it poses a very real threat to everyone.

And the timing couldn’t be worse … if you’re in or nearing retirement.

 

Find out what this new threat of inflation means for you and your retirement ... 

On a special edition of The David Lukas Show

Direct download: 6-12-21_SHOW.mp3
Category:general -- posted at: 12:00pm CDT

If you retired tomorrow …

Could you afford to go without a paycheck for 30, 35, or even 40 years?

That’s why it’s critical you have a plan to replace your paycheck in retirement.

Otherwise you could run through your entire life savings far too soon!

Learn how you could replace your paycheck in retirement … on The David Lukas Show 

Direct download: 5-22-2021_SHOW.mp3
Category:general -- posted at: 12:00pm CDT

Do you hope to retire soon?

According to Warren Buffett … It’s important to learn from your mistakes.

But it’s even better … to learn from other people’s mistakes!

Learn how you could avoid 7 common retirement planning mistakes you can’t afford to make.  Don’t miss a special edition of  The David Lukas Show

Direct download: 5-15-2021_show.mp3
Category:general -- posted at: 3:00pm CDT

In a study featured in USA TODAY … 60% of Americans

60% … said they retired unexpectedly.

If you were forced to retire today … would you be ready?

Learn four things you can do now … that could help you prepare for anything that comes your way!

Don’t miss a special edition of The David Lukas Show

Direct download: 5-8-2021_SHOW.mp3
Category:general -- posted at: 10:02pm CDT

If you Google “planning for retirement”

There are 289 million different articles, blogs, and videos about planning for retirement.

 

Unfortunately, most of this advice is dated, misleading, or just flat out wrong.

And it wouldn’t stand a chance against the challenges you’ll face in retirement today!

 

Learn 5 of the most common retirement planning myths …

On a special edition of The David Lukas Show

Direct download: 5-1-21_SHOW.mp3
Category:general -- posted at: 4:00pm CDT

Turning 72 may not be a big deal for you.
But it will be for the IRS.
This is the year when Required Minimum Distributions kick in …
And you’ll be forced to start withdrawing money from your IRA and 401K ...
To ensure Uncle Sam finally gets his cut.
And the financial consequences … could be more than you know!
Don’t miss The David Lukas Show

Direct download: 04-17-2021_show.mp3
Category:general -- posted at: 12:00pm CDT

Did you know you get taxed ...
On as much as 85% of your social security benefits?
It's true.
But this is just one of many social security surprises ...
That could leave you with a fraction of your benefits. 
If you're within 5 years of filing for social security ...
Don't miss a special edition of The David Lukas Financial 
Direct download: 04-3-2021.mp3
Category:general -- posted at: 12:00pm CDT

You may know how much money you’ve saved for retirement ...

But do you know how this money will get taxed … when you retire?

Not all retirement income is treated equally …

Because different sources of income could get taxed higher than others.

Learn how your retirement savings could get taxed in retirement ...

On a special edition of The David Lukas Show

Direct download: 03-27-2021_SHOW_final.mp3
Category:general -- posted at: 12:00pm CDT

80 years old.

Full of life.

And flat broke.

That’s the unfortunate predicament so many baby boomers could find themselves in …

Because they simply failed to have a plan … to generate income in retirement.

Learn how you could successfully turn your savings and investments into an income workhorse. 

 

Tune is this week to The David Lukas show...

Direct download: 03-20-2021_SHOW.mp3
Category:general -- posted at: 4:00pm CDT

Warren Buffett - the most successful investor of our time ...
Recently said that retirees who count on fixed income … “face a bleak future.”
It’s because the returns on CD’s, savings accounts and bonds … are pathetically low.
And it doesn’t look like it’s going to improve anytime soon.
Discover your options to generate income in retirement today on The David Lukas Show

Direct download: 03-13-2021_SHOW.mp3
Category:general -- posted at: 8:52pm CDT

Did you know ...

You could pay as much as $187,945 in TAXES on your social security benefits?

Unfortunately, it’s true!

And this is just one of the many trap doors with filing for your benefits!
Don’t miss the ultimate guide to filing for social security ...

Direct download: 03-6-2021_Show.mp3
Category:general -- posted at: 3:00pm CDT

The threat of massive tax increases ...

A stock market at record highs ...

Interest rates at record lows

Changes with social security and RMD’s ...

These are just a few of the reasons why planning for retirement …

Has been turned on its head.

Discover 4 critical steps you must take today that could help you retire successfully tomorrow on The David Lukas Show 

Direct download: 2-27-2021_show.mp3
Category:general -- posted at: 3:00pm CDT

When you retire … you’ll likely end up in one of two camps.

Either you don’t have a plan to generate income in retirement ...

And you’ll be living in constant fear of running out of money and watching every nickel ...

Or you’ll have a plan …

And you can afford things you wanted to do.

The question is … Which one are you going to be?

Direct download: 02-20-2021_show.mp3
Category:general -- posted at: 9:13pm CDT

Massive tax increases could be just around the corner. 
And if you are nearing retirement...
This could take a huge chunk of your IRA, 401k, and other tax-deferred retirement accounts. 
Discover the little-known strategies that could help you save a fortune in taxes when you retire!
Don't miss a special edition of The David Lukas Show
Direct download: 1-31-2021_SHOW.mp3
Category:general -- posted at: 3:00pm CDT

Just because 20-20 is in the rearview mirror …

Doesn’t mean you can breathe a sigh of relief.

The events from last year will have a lasting impact on the way we invest and plan for retirement … for many years to come.

And it’s very possible we could see even greater hurdles … in the New Year.

Learn 7 ways you could exponentially grow your wealth in 20-21 on The David Lukas Show

Direct download: 01-9-2021_show.mp3
Category:general -- posted at: 12:00pm CDT

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