Sat, 10 February 2024
It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced with critical decisions that could have long-term financial consequences for your nest egg. Don’t miss a special edition of The David Lukas Show |
Sun, 10 September 2023
Uncle Sam can’t wait for you to turn 73! Why? Because this is when the government forces you to start withdrawing money from your IRA and 401K. These are called required minimum distributions. And they could trigger a domino effect of stiff penalties, higher taxes and double your Medicare premiums. Learn how you could avoid 5 critical RMD mistakes … on a special episode of The David Lukas Show. |
Sun, 27 August 2023
The next generation of retirees face a new set of challenges that could threaten their financial security. Find out what they are on this episode of the David Lucas show. |
Sat, 8 July 2023
How much do you really know about filing for your Social Security benefits? Test your knowledge on a special edition of the David Lukas Show. |
Sat, 24 June 2023
It's called the dangerous decade and it could have significant long term consequences for your nest egg. Don't miss part two of The Dangerous Decade on this episode of the David Lukas Show. |
Sat, 29 April 2023
It's called the dangerous decade of retirement planning and it could have significant long term consequences for your nest egg. Don't miss this important episode of The David Lucas Show. |
Sat, 11 March 2023
It's the number one threat to your retirement savings today, and nobody's talking about |
Sat, 4 March 2023
Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that only 33% of Americans got a passing grade in a recent study. You can just put your knowledge to the test. Take the Ultimate Retirement Planning Quiz on The David Lukas Show
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Wed, 22 February 2023
Did you know you have more control over how much you pay in taxes in retirement … than at any other time of your life? It’s true! And if you take advantage of some simple tax planning strategies now … you could save hundreds of thousands of dollars. Don’t miss a special edition of The David Lukas Show |
Sat, 18 February 2023
How much will your expenses be in retirement? With soaring inflation... And the skyrocketing cost of healthcare and long-term care... |
Sat, 7 January 2023
Between stubborn inflation, a falling stock market and a looming recession… |
Sat, 12 November 2022
What is your strategy for withdrawing money from your nest egg in retirement? Which account should you tap first? And how much can you safely withdraw every year without running through your entire life savings too soon? Withdrawing money in retirement is far more complicated than most people understand.
We covered this topic in the past, but there's more you need to new with a recently released study.
Tune in, Listen and Learn... |
Sun, 30 October 2022
The last thing you need when you're retired is to get blindsided by some big financial surprise. And unfortunately, it happens all the time. Learn how to avoid seven retirement blind spots that could cost you a fortune. Don's Miss the David Lukas Show
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Fri, 14 October 2022
Why are Americans rushing to take advantage of tax planning today? Because they know higher taxes could be just around the corner. Don’t miss The David Lukas Show! |
Fri, 14 October 2022
What is your strategy to withdraw money from your nest egg in retirement? Which account should you tap first? And how much can you safely withdraw every year without running through your entire life savings too soon? Withdrawing money in retirement is far more complicated than most people understand. Don't miss the David Lukas show. |
Fri, 2 September 2022
If you hope to retire in the next five years… There’s an important question you need to ask yourself... What should you do with your money and investments today… That could help ensure you retire successfully tomorrow? Learn 5 boxes you must check before you can even begin to think about retirement… Tune into The David Lukas Show |
Sat, 20 August 2022
How much money have you saved in your IRA or 401K? Making contributions to one of these tax-deferred retirement accounts … is the easy part. But withdrawing this money in retirement gets complicated. This is where you can make critical mistakes … that could cost you a fortune. Learn 5 ways you could squeeze more money out of your IRA and 401K… On The David Lukas Show |
Sun, 7 August 2022
According to a recent story in the Wall Street Journal … “Teenage babysitters are getting $30 an hour now … because they can!” But inflation isn’t just driving up the hourly cost of babysitters. It’s driving up the cost of everything. How could sustained inflation impact your retirement? Tune into The David Lukas Show |
Wed, 29 June 2022
How much lower will the market go? And how long could it last? You don’t have control over what’s next for the stock market. But you DO have control over how you position and protect your savings and investments. Don’t miss a special edition of The Davis Lukas Show |
Wed, 23 March 2022
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 be taxed more than others. Learn how your retirement savings could get taxed... On a special edition of The David Lukas Show |
Sat, 5 March 2022
Our Country has just surpassed $30 Trillion in debt, Higher taxes could be just around the corner. Inflation is sky-high. The Fed is about to raise interest rates and tighten its monetary policy. And stock market volatility is back. Learn 5-Simple and actionable ways to reboot your retirement game plan in 2022 On The David Lukas Show.
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Sat, 19 February 2022
What are the investing lessons from previous stock market corrections?
How could you avoid the costly mistakes … that others have made? And what are the investing opportunities in the turbulence? Get the answers to these questions and more … that could help you avoid making a critical financial mistake! Don’t miss a special edition of The David Lukas Show |
Sat, 22 January 2022
Are you retired or nearing retirement? Are you concerned that recent government spending could trigger higher taxes for you and your retirement accounts. Unfortunately you're not alone. The good news is there are some things you can do now... That could protect your hard-earned savings. Learn what these strategies are on a special edition of The David Lukas Show... |
Sat, 18 December 2021
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. |
Sat, 11 December 2021
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 |
Sat, 13 November 2021
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 |
Sat, 6 November 2021
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... |
Sat, 9 October 2021
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.. |
Sat, 2 October 2021
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. |
Sun, 26 September 2021
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.
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Sat, 31 July 2021
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...
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Sat, 24 July 2021
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... |
Sat, 12 June 2021
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 |
Sun, 23 May 2021
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 |
Sat, 15 May 2021
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 |
Tue, 11 May 2021
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 |
Sat, 1 May 2021
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 |
Sat, 17 April 2021
Turning 72 may not be a big deal for you. |
Sun, 4 April 2021
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
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Sun, 28 March 2021
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 |
Sat, 20 March 2021
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... |
Tue, 16 March 2021
Warren Buffett - the most successful investor of our time ... |
Sat, 6 March 2021
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! |
Sat, 27 February 2021
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 |
Tue, 23 February 2021
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? |
Sat, 30 January 2021
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
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Sun, 10 January 2021
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 |
Sat, 19 December 2020
Today, record low-interest rates make it impossible to generate income from CDs and savings accounts. Healthcare and medical expenses are going through the roof. And the threat of higher taxes could destroy your retirement savings. Learn 6 ways planning for retirement … has been turned on its head! Don’t miss a special edition of The David Lukas Show |
Sat, 12 December 2020
We’re living longer than ever before. That may sound like great news on the surface … But living longer doesn’t come cheap … And those who are underprepared … could easily outlive their savings … Learn how you could make your savings last longer on The David Lukas Show |
Sat, 5 December 2020
For this next generation of retirees … Taxes will likely play a bigger role in retirement … than any previous generation. And if you don’t take proactive steps now to protect your nest egg ... You could lose a big chunk of your retirement savings to the IRS. Find out what you can do now to reduce or eliminate these taxes on ... Tune into The David Lukas Show..... |
Sun, 29 November 2020
Research shows that 96% of Americans claim their benefits at the wrong time … And it costs them an average of $111,000. So how do you ensure you wring every nickel out of your benefits? There are 7 critical questions you MUST answer BEFORE you file for social security … that could optimize your benefits. Don’t miss a special edition of The David Lukas Show |
Sat, 28 November 2020
Most Americans will be distracted by the pandemic and the Presidential election. |
Sat, 21 November 2020
You only want to retire one time. And since this is something you’ve never done before … You need to be 100% certain you haven’t overlooked or underestimated anything. Otherwise, you could be forced to go back to work … Or end up clipping coupons for the rest of your life. Get the ultimate 12-point retirement checklist on The David Lukas Show... |
Sat, 24 October 2020
Have you been a good saver? According to a recent study featured in Barron’s … “Even the most diligent savers … are at risk of NOT having enough money in retirement.” And it’s due to the increasing costs for housing, healthcare, long-term care and more. Learn 6 commonly overlooked expenses … that could blindside you in retirement |
Sat, 10 October 2020
Would you like to retire in the next 5 years? |
Sat, 26 September 2020
When it comes to planning for retirement … Many people still rely on conventional wisdom from decades ago. Not only is this so-called wisdom outdated ... But it won’t stand a chance against the challenges you’ll face in the coming years. Learn what these 5 pieces of conventional wisdom are … And what it takes to retire successfully today. |
Sat, 5 September 2020
The Presidential election is less than 60 days away. And you have to be wondering … How will this election … Impact your money, your investments, and your retirement? Get the strategies that could help “election-proof” your portfolio … no matter who becomes our next President. Don’t miss a special edition of The David Lukas Show |
Sat, 8 August 2020
Recently “The Street” described this year as “the equivalent of a root canal.”
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Sat, 25 July 2020
Opening an IRA or participating in a 401K is pretty straightforward. |
Sat, 18 July 2020
The pandemic has made generating safe and dependable income in retirement … More challenging than ever before. Without a strategy to safely put your money to work … It could be a recipe to run through your entire life savings … Far too soon. Learn 5 simple income strategies that could help you avoid from going broke in retirement. Don’t miss The David Lukas Show! |
Sat, 11 July 2020
Every year millions of Americans overlook, or underestimate a major expense in retirement. And by the time it hits them, it’s too late to do anything about it. So, they’re forced to make a tough decision … Severely cut back on their lifestyle, or start looking for a job … just so they make ends meet. Learn 6 often overlooked expenses in retirement that could decimate your savings |
Sat, 4 July 2020
What if you forgot about the whole idea of retirement? What if you stopped thinking about it as some sort of finish line.. Or that it happened at a certain age or date? Instead, what if you focused on becoming financially independent? Learn 5 proven steps that could help you achieve financial independence. Don't miss this week's Independence Day Special of The David Lukas Show
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Sat, 6 June 2020
If I asked you how much money you’ve saved for retirement ... You’d probably know the answer off the top of your head, right?
But if I asked you how much you’ll pay in taxes on that money when you retire? Most people can’t even come up with a ballpark figure.
And that’s downright dangerous.
Learn 6 tax strategies that could save you a bundle … |
Sat, 23 May 2020
You've worked hard and saved for retirement. But that doesn't mean you're ready to retire! Get the ultimate 10-point retirement planning checklist on The David Lukas Show. |
Sat, 9 May 2020
The steep losses on Wall Street is a painful reminder … Investing in the stock market … comes with risk. But if you're on the verge of retirement … There are other risks … that threaten your financial security … That nobody’s talking about. Find out what these six overlooked risks are ... On The David Lukas Financial show... |
Sat, 2 May 2020
In a new study featured by Marketwatch, 50% of Americans say they retired unexpectedly. If you were forced to retire today... Would you be ready? Learn 4 steps you need to take now that could help ensure you're prepared for retirement.
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Sat, 18 April 2020
When you’re retired …
Because that money comes in every month, like clockwork. But getting your due from social security … is no walk in the park. |
Sat, 11 April 2020
This was the worst first quarter for the stock market in 124 years. So, if you're like most Americans. You don't even want to look at your IRA and 401(k) statements right now. It's understandable why you'd want to bury your head in the sand, but that's the worst thing you could do right now. Don't miss the ultimate guide to managing your retirement accounts this week on the David Lukas show
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Sun, 5 April 2020
The Coronavirus has triggered a massive selloff on Wall Street. If you have money invested in the stock market and at or near retirement, this is a big concern. And it's even more concerning if you're recently retired, or nearing retirement. But this is not the time to panic. It's time to go back to the basics of having a rock-solid financial game plan. Don't miss this week's show.
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Sat, 28 March 2020
The coronavirus has brought the stock market to its knees. How will you react to the selloff on Wall Street? One thing’s for sure ... The decisions you make now could impact your retirement savings and investments … For decades to come! Learn 4 common sense investing tips that could help you weather the storm |
Sat, 21 March 2020
Stock market volatility is roaring back on Wall Street. But, you can't control the coronavirus..... You can't control the price of oil.... And you can't control what will happen on Wall Street. But there is one thing you can control that could add up to a small fortune. Tune in to learn more...
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Sat, 7 March 2020
There are many moving parts in retirement including, taxes, risk, social security, Medicare, IRA's, 401k's, RMD's and more. In order to navigate retirement, there are 4 critical things you MUST do now if you want to retire in the next 5 years. Tune in today! |
Sat, 15 February 2020
Are you within 5 years of claiming your social security benefits? This decision is not as simple as most people make it out to be. It could trigger higher taxes and Medicare premiums And cause you to forfeit thousands of dollars in spousal benefits. Don’t miss a comprehensive guide to claiming social security |
Sun, 26 January 2020
There are 4 overlooked trouble-spots with your IRA and 401K that could cost you a small fortune in retirement. Learn what they are by tuning in to this week's episode of The David Lukas Show. Tune in, listen and learn. |
Sat, 18 January 2020
What do you think will be your biggest risk when you retire? Most people think it’ll be the skyrocketing cost of health care, higher taxes, or social security going bust. But it’s not any one of these issues! The biggest threat facing you in retirement is “sequence of returns” risk. And it could have a devastating impact on your nest egg. Tune in and Learn how you could protect yourself |
Sat, 18 January 2020
How do they do it?
How do the uber-wealthy get away with paying fewer taxes than everyone else?
How do they consistently keep more money in their pocket ...
While you’re shelling out thousands of dollars to Uncle Sam …
Year after year, after year?
Discover 4 tax strategies of the ultra-wealthy, that could help you save thousands of dollars in retirement. |
Sun, 12 January 2020
The SECURE Act, which is now law, is being touted as a big “win” for retirees. For some folks, it could be a financial windfal; but for others, it could totally disrupt your retirement plans! The question is … how will it impact you? Discover everything you need to know about the SECURE Act on this episode of The David Lukas Show! |
Sat, 4 January 2020
20-19 will be one for the record books for investors. But there are many reasons why 20-20 … Could be a whole new ballgame. Many of the strategies that have worked for the past 10 years … no longer apply. Discover 4 smart money moves for 20-20 that could help grow and protect your retirement savings. Tune in today to hear David talk about 2020. |
Sat, 6 October 2018
Hear David Interview David McKnight about his new documentary The Power Of Zero Movie.
The Power of Zero: The Tax Train Is Coming is a 75 minute documentary by Director Doug Orchard that takes an in-depth look at how the U.S. National Debt is setting the stage for massive tax increases within the next 10 years and how they’ll impact a retiring generation of Baby Boomers. With an all-star cast of US academic economists, fiscally concerned politicians, and the nation’s top financial advisors, this is the first major film to explore our nation’s looming debt crisis and the proactive measures Baby Boomers can take to protect their retirement plans from the crush of higher taxes. |
Sat, 22 September 2018
It’s what you don’t know that could cost you a fortune in Social Security (SS) benefits. If you’re not careful, your retirement might be a fraction of what it could be and there’s nothing you can do about it. Currently, there are thousands of rules, and even more on the way, so being proactive in your planning couldn’t be important enough. Essentially, if you play your cards right, you can not only have tax-free income but you can also owe ZERO TAXES on what you collect.
This week on the David Lukas Show, our host David Lukas talks pulls back the proverbial curtain about how important it is to plan appropriately for collecting your Social Security benefits. Throughout the hour, David discusses how important it is for ALL RETIREES to know how, what, and when crucial decisions, concerning the safety of your retirement, need to be made.
David’s five things you must know about before claiming social security:
To hear why all of the five points mentioned above are so important, listen to the entire show today! Forbes Article: “Social Security benefits are taxed based on your modified adjusted gross income…” CLICK HERE to read. --------------------------------------------------------------------------- Want to know about The DLF Retirement Advantage™ Process? CLICK HERE!David Lukas Financial is planning its next Maximizing Your Social Security Course. You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability for upcoming October classes. --------------------------------------------------------------------------- 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)
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Sat, 15 September 2018
The last bull market ended with a devastating crash in what is now called The Great Recession and Americans lost 10.2 trillion dollars in wealth. The current bull market seems to be unstoppable. Be assured, it will. When it does, how will your retirement funds fare? Will you be protected?
Nobody knows when the market’s going to reverse course. But if you’re retired or any where close to retiring, it’s critical to protect yourself before it’s too late.
This week on the David Lukas Show, our host David Lukas of David Lukas Financial talks about what the longest bull market means, in connection to you and your retirement, and how you can protect yourself in “smart money.” Throughout the hour, David discusses specific strategies that can help you insulate your principal and income in retirement through the next, inevitable, bear market.
To hear all of the important information discussed on today’s show, listen to the entire episode NOW! ------------------------------------------------------------------------- *Recommended reading: The Creature From Jekyll Island, Listen to David Interview G. Edward Griffin, author of The Creature From Jekyll Island NOW! ----------------------------------------------------------------------- Want to know about The DLF Retirement Advantage™ Process? CLICK HERE!----------------------------------------------------------------------- David Lukas Financial is planning its next Maximizing Your Social Security Course. You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability for upcoming October classes.
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)
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Sat, 8 September 2018
In recent news, the Wall Street Marketwatch and Investment News reported that “Medicare’s trust fund will be exhausted in 2026...Social Security taps into trust fund for the first time in thirty years… and that Stock Market returns over the next decade will be well below historical norms.” With all these negative projections, it’s hard to know what is real and what is speculation. Unfortunately, math doesn’t lie. According to the program’s trustees, “the adverse costs of the changes happening within Medicare and hospital insurance fund spending are anticipated to be greater than last year.” Higher costs for them mean less coverage and rising costs for you. Are you financially prepared for that? This week on the David Lukas Show, our host David Lukas, of David Lukas Financial, talks about the uncertainties associated with the future of Medicare and Social Security. Throughout the hour, David explains how both current and soon-to-be retirees can no longer rely on just one source of income in retirement.
Important topics discussed in today’s show:
To hear all of the excellent information provided in today’s show, listen to the entire episode today! *Marketwatch article quoted: Medicare Finances Downgraded In New Report ---------------------------------------------------------------------- Want to know about The DLF Retirement Advantage™ Process? CLICK HERE!---------------------------------------------------------------------- David Lukas Financial is planning its next Maximizing Your Social Security Course. You can call get on the waiting list at DavidLukasFinancial.com ---------------------------------------------------------------------- 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)
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Sat, 1 September 2018
Forty percent of Americans are at risk of going BROKE in retirement. Why is that? The biggest culprit will be their failure in turning their retirement and savings funds into guaranteed income earning workhorses for their golden years. Consequently, where so many retirees have diligently prepared for retirement, so few have an actual gameplan to see them safely through. No doubt, they’ve worked hard, saved and sacrificed as much as any to leave their nine-to-five (or, for most, eight-to-six) for something much, much better. But ultimately, in the end, what most need to be worried about is whether they’ll be able stay work free indefinitely or whether they’ll have to go back because funds are running out. This week on the David Lukas Show, David Lukas, of David Lukas Financial, talks about how important it is to plan for your retirement and the future it has the potential to provide. Throughout the hour David runs through all the options you—as a retiree or future retiree—have to resign from the working world responsibly and worry free.
What you’ll learn in today’s show:
Want to hear more on how NOT GO BROKE in retirement? Listen to the entire episode today!
-------------------------------------------------------------- Want to know about The DLF Retirement Advantage™ Process? CLICK HERE!-------------------------------------------------------------- David Lukas Financial is planning its next Maximizing Your Social Security Course. You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability for upcoming October classes. ------------------------------------------------------------- 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) |
Sat, 25 August 2018
Are you considering retirement within the next five years? If so, you already know that the clock is ticking. Hopefully, you’re on the right track and planning as you should. Unfortunately, what so many soon-to-be retirees aren’t planning is all the careful calculating and financial preparation it takes to retire strategically. This week on the David Lukas Show, our host David of David Lukas Financial talks about how too many people are risking more than they should or are comfortable with. Throughout the hour explains how following the five critical steps, listed below, can help safeguard your hard earned retirement funds and future happiness.
David’s Five Critical Steps everyone should be taking before retiring:
Interested in hearing David discuss all the important information above? Listen to the entire show today! Want to know about The DLF Retirement Advantage™ Process? CLICK HERE!-----------------------------------------------------------------David Lukas Financial is planning its next Maximizing Your Social Security Course. You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability for upcoming October classes.-----------------------------------------------------------------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. |
Sat, 18 August 2018
Did you know that the total out of pocket spending for the average Sixty Five year old couple for healthcare in retirement could now surpass $400,000 when you factor in both Medicare and supplemental insurance premiums, copays, and deductibles? Sounds crazy, right? What’s even crazier is that’s just the “average couple.” Unfortunately, that amount doesn’t account for any particular health issues that may already exist or, for that matter, any issues that may occur in the future. Simply saving for healthcare is a great start but it’s what you do with that money that really makes a difference.
This week on the David Lukas Show our host David Lukas, of David Lukas Financial, talks about how expensive healthcare can be in retirement. Throughout the hour, David discusses how a buttoned up financial gameplan is the key to absorbing the sticker shock of the ever rising cost of healthcare expenses.
Top items explained in today’s show:
To hear all the excellent information from David gives regarding healthcare after retirement, listen to the entire episode 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 coordinate 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, fees, and medical expenses? Call David Lukas Financial, (501) 218-8880, today to learn more about The DLF Retirement Advantage™ Process.
David Lukas Financial is conveniently located right here in North Little Rock, Arkansas. |
Sat, 11 August 2018
Baby Boomers are said to inherit 11.6 trillion dollars from the world's greatest generation. That being said, it’s also been reported that one in three people who receive an inheritance will go broke in two years or less. What many of these hopeful inheritors aren’t anticipating is how much of a game changer an unexpected windfall of cash can be, when it comes to both planning and funding their retirement. In fact, most inheritors don’t understand that when they do receive a substantial inheritance, that’s when the hard work begins. In other words, planning what to do with that money becomes more important than ever.
This week on the David Lukas Show, David covers the uncomfortable topic of inheritance and how one specific generation (that’s you Baby Boomers) may be teeing up for great loss after such a substantial gain. Throughout the hour, David explains what you should and, even more specifically, what you shouldn't do when you suddenly come into some money.
Specific topics discussed in today’s show: -The first two critical things you should do upon receiving an inheritance -The secret to managing pre-tax retirement accounts vs. other savings and investments -The one tax you should never have to pay on an inheritance -Lastly, how you could avoid other trap doors that could cause you to lose it all
To hear all the excellent information from David Lukas of David Lukas Financial has regarding what to do when you receive an inheritance, listen to the entire episode 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 coordinate 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 DLF Retirement Advantage™ Process, David Lukas Financial is conveniently located right here in North Little Rock, Arkansas. |
Sat, 4 August 2018
Too many unknowing Americans are putting too much of their retirement hopes, dreams, and funds right into the government’s clutches. One simple misstep could cost them thousands. The key is to plan well in advance before withdrawing. According to Forbes, “some taxpayers over seventy-and-a-half can find themselves subject to a fifty five percent marginal income tax rate due to a combination of RMD income, social security benefits, and capital gains.”
This week, on the David Lukas Show, David discusses just how important it is to know exactly what your 401k(s) will and won’t be doing for you once you retire. Throughout the hour, David elaborates upon the specific entities that we, as potential retirees, can rely on. This includes entities such as: navigating withdrawals, estate planning, RMDs, predicting Wall Street, and what you can expect from CPAs and financial advisors.
Main points touched on in today’s show: The five most common ways you can crater your 401k
*This installment of the David Lukas Show is filled with great information and tips on how you too can pay less taxes in retirement, entire episode here online today! You won’t be sorry that you did! ------------------------------------------------------------------- Want to know about The DLF Retirement Advantage™ Process? CLICK HERE!------------------------------------------------------------------- David Lukas Financial is planning its next Maximizing Your Social Security Course. You can call our 24-Hour Reservation Line at: 501-574-0677 to check availability for upcoming October classes. ------------------------------------------------------------------- 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) |
Sat, 21 July 2018
If you were instantly financially responsible for your aging spouse’s or parent‘s healthcare, would you be prepared to do so? The cost of Long-Term Care (LTC) is rising fast and so are the premiums. In some unfortunate cases, LTC premium prices have doubled in the last two years prompting some policy holders to make difficult decisions when it comes to out of pocket payouts for coverage. Recent statistics state that “a private room in a nursing home now costs consumers more than $8,000 a month. That’s an increase of 5.5% from just a year ago.” A recent Investment News article states that there are three letters that spark fear into all retirees, LTC. And, according to Forbes.com, “Nearly 70% of all people that live to the age of 65 will need some type of Long-Term Care.”
This week on the David Lukas Show David takes on the uncomfortable subject of elderly spouses and parents who currently require or may need some type of Long-Term healthcare. Throughout the hour David talks about how, if not financially prepared, life longevity can create a negative snowball affect not only on your retirement but also to the legacy you may be planning to leave behind.
Talking points discussed in today’s show: -long-term care IS NOT covered by Medicare -longevity planning plays a critical role for your retirement -What to do when an elderly spouse or parent suffers from cognitive decline -What happens when there’s an alzheimer's diagnosis -What are some possible warning signs of elder abuse and fraud
Also mentioned: Forbes Articles discussed on the show:
#2 Expecting Too Much From A Power Of Attorney #4 Not Making Full Use Of A Living Trust #5 Leaving Assets Outright To Adult Children #6 Losing The Portability Of A Spouse's Unused Exemption
To hear all the excellent information from David Lukas of David Lukas Financial has regarding caring for your aging spouse or parent , listen to the entire episode today.
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COMING SOON! FINANCIAL ADVANTAGE UNIVERSITY:
Medicare Training Courses, via David Lukas Financial, led by our healthcare benefits specialist coming September 20th and the 21st. (*Dates may be subject to change) CALL (501) 218-8880 today to learn more. ----------------------------------------------------------------------- To hear all the excellent information from David Lukas of David Lukas Financial has regarding your retirement, listen to the entire episode 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 coordinate to maximize your Social Security. Request your Free Guide To Social Security today! (Must be a resident of Arkansas)
Want to know more —call David Lukas Financial, (501) 218-8880, today to learn more about The DLF Retirement Advantage™ Process, David Lukas Financial is conveniently located right here in North Little Rock, Arkansas. |
Sat, 14 July 2018
Everyday you’re being force-fed investment advice from all directions. Advice— good or bad—that if taken or not completely understood could derail your entire retirement. So when it comes to tips and advice on retirement planning how do you know what’s right and what’s wrong? How can you be certain that the plan you’ve put in place is what’s best for your financial future? This week on the David Lukas Show, our host David Lukas talks about seven specific assumptions concerning your retirement and how, if taken for granted or misunderstood, they can not only cost you thousands when claiming your Social Security but can also cause you to overpay the IRS thousands.
Throughout the hour, David dispels some of the common assumptions and misunderstandings concerning retirement in today’s seemingly volatile market...like:
To hear all the excellent information from David Lukas of David Lukas Financial has regarding your retirement, listen to the entire episode 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 coordinate 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 DLF Retirement Advantage™ Process, David Lukas Financial is conveniently located right here in North Little Rock, Arkansas.
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Sat, 7 July 2018
Ignoring the importance of tax diversification will turn your taxes into a timebomb—after retirement— if you don’t plan properly. Sadly, what many retirees don’t know is that there is a big difference between tax planning and tax preparation. Instead, americans do the same thing every year...after year...after year. They pay the maximum in taxes when they don’t have to. This week on the David Lukas Show, David talks about David Walker (a former Comptroller General...basically the CPA of the Fed, head of the Government Accountability Office under Bush and Clinton) and his knowledge of our national debt. According to Walker,“We’ve (speaking of the fed) promised way more than we can deliver.” Throughout the hour David discusses the many different ways you can save for retirement and how there are ways to LEGALLY safeguard your retirement when taxes do inevitably rise. To hear all of David’s useful advice on how to effectively diversify your portfolio in preparation for taxes after retirement, listen to the entire show today!
David Lukas Financial’s recent blog post that’s mentioned in today’s show:The Four Letter Word That Will Derail Your Retirement And How To Fix ItIf any one of these tax 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. ------------------------------------------------------------------------- Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email davidlukas@davidlukasfinancial.com 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, to Learn More About The DLF Retirement Advantage Process™. David Lukas Financial is conveniently located right here in North Little Rock, Arkansas.
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Sat, 23 June 2018
When it comes to claiming your Social Security (SS) benefits, it’s important to know all the facts. There are many rules and details most soon to be retirees don't know until the wrong decisions have been made and it’s already too late. And because we get misinformation from unreliable resources it’s time to get the facts straight. This week on the David Lukas Show, David talks about important and surprising things you may not know about claiming your Social Security benefits— after retirement. Throughout the hour, David discusses many of the preconceived ideas soon-to-be retirees/ retirees may currently have that can truly DAMAGE their overall retirement plan. Important points touched upon in today’s show:
To hear all the the important information David Lukas, of David Lukas Financial, discussed in today’s show, listen to the entire episode today. ------------------------------------------------------------------- FORBES article about Social Security discussed in today’s show: If any one of these Social Security 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. ------------------------------------------------------------------- Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financialat 501-218-8880 or email davidlukas@davidlukasfinancial.com 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) ------------------------------------------------------------------- Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email davidlukas@davidlukasfinancial.com today. 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, to Learn More About The DLF Retirement Advantage Process™. David Lukas Financial is conveniently located right here in North Little Rock, Arkansas. |
Sat, 28 April 2018
The Market’s been up for a long time. Too long—many experts say— and we’re undoubtedly due for a major correction very soon. If that correction happened today and the current Bull Market entered into Bear Market, would your retirement funds be safe or at risk? Today on the David Lukas Show, our host David, of David Lukas Financial, talks about what could happens should we enter into a much predicted and historically overdue Bear Market. Throughout the hour, David discusses the devastating impact a correction could make on your nest egg and how, if you’re not careful, it could cause you to go broke.
Topics discussed on today’s show:
To hear all of the excellent information David Lukas of David Lukas Financial has about eliminating risks on your retirement portfolio, listen to the entire show today. --------------------------------------------------------------------- David Lukas Financial is now accepting reservations for the July 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 July’s class. Upcoming Classes Available:
MORE DATES COMING SOON! HELD AT THE HAMPTON INN: 11920 MAUMELLE BLVD, MAUMELLE, ARKANSAS 72113 CLICK HERE TO REGISTER TODAY!
--------------------------------------------------------------------- Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email davidlukas@davidlukasfinancial.com 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) Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email 📧 davidlukas@davidlukasfinancial.com today. ---------------------------------------------------------------------
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, to Learn More About The Retirement Advantage Process™. David Lukas Financial is conveniently located right here in North Little Rock, Arkansas. |
Sat, 31 March 2018
For many, the company offered 401K or traditional IRA is what’s there and waiting for them after retirement. What these hopeful retirees aren’t expecting is the huge tax tumor buried within. With the tax rate destined to climb in the near future, there’s so much more at risk than you think. But what if you didn’t have to worry? What if you set yourself up with a WorryFree Retirement®. On today’s show, our host David Lukas of David Lukas Financial talks about what you need to know about government qualified plans after retirement and what you need to do to protect your hard earned funds beforehand.
Throughout the hour David talks about the five things you MUST KNOW about your IRA and 401k.
To hear all of the excellent information David Lukas of David Lukas Financial has about eliminating tax risks on your retirement portfolio, listen to the entire show today. ------------------------------------------------------------ Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email davidlukas@davidlukasfinancial.com 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) Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email davidlukas@davidlukasfinancial.com today. ------------------------------------------------------------ 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, to Learn More About The Retirement Advantage Process™. David Lukas Financial is conveniently located right here in North Little Rock, Arkansas. |
Sat, 17 March 2018
When it comes to the amount of risk your retirement portfolio is under, less is better. But when you’re continuously sold the idea that risk is necessary to achieve the gains you want what’s a Saver to do? First, you have to know your risk tolerance. (Risk tolerance is the grade of variability in investment returns that an investor is willing to withstand or lose.) Second, your risk capacity needs to be measured. (Risk capacity is an objective measurement of the amount of risk you need to take in order to meet your established financial goals. Risk capacity can also be used to analyse the influence of any risk development on your current portfolio's ability to meet your future financial obligations.) Only then can you proceed with confidence.
This week on the David Lukas Show, David talks about how asset allocation could be the single most important factor in planning your retirement responsibly. And as in all things in life, there’s a right way and a wrong way to diversify your portfolio. Throughout the hour, David talks about:
To hear all of the excellent information David Lakas of David Lukas Financial has about eliminating your capacity for risk, listen to the entire show today.
---------------------------------------------------------------------- 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:
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)
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Are you interested in the Required Minimum Distribution Guide? Call David Lukas Financial at 501-218-8880 or email davidlukas@davidlukasfinancial.com today. --------------------------------------------------------------
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Sat, 24 February 2018
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.
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:
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. |
Sat, 17 February 2018
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:
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:
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. |
Sat, 10 February 2018
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.
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:
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. |
Fri, 2 February 2018
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.
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.
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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:
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. |
Sat, 20 January 2018
If you’re a Saver, saving and investing for retirement has been the easy part. In fact, it’s second nature. But when it comes to knowing what fees and penalties you’ll pay if you don’t set everything up correctly when you’re set to collect or even access your own money many haven't a clue. This week on the David Lukas Show, David talks about all the ways you can be penalized when accessing your money too early or too late of your retirement date or age. Throughout the hour he expands upon each of the topics listed below...
To hear all of the excellent information that David Lukas of David Lukas Financial has about planning proactively for retirement, 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:
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. |
Sat, 9 December 2017
Life is full of risks. Retirement doesn’t have to be. Too many future retirees don’t know that it’s the least considered risks that are the most damaging in retirement. Especially, when the risks involve funds you’ve spent your entire career saving.
This week, on the David Lukas Show, David talks about the risks involved with NOT PLANNING your retirement income gameplan correctly and what you can do to safeguard your family and your retirement portfolio against some common pitfalls Americans experience every year.
The nine overlooked risks in retirement mentioned and explained in today’s show:
To hear all the excellent information that David Lukas of David Lukas Financial has about planning proactively for retirement, listen to the entire show today. If you would like to know how to turn your current savings and investments into a retirement income stream, in retirement, contact David with David Lukas Financial 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.
Remember, successful retirements aren’t build on assets...they’re built on your ability to generate income. |
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