The David Lukas Show

It's the number one threat to your retirement savings today, and nobody's talking about it. Find out what it is on a special edition of the David Lucas Show

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

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

How much will your expenses be in retirement? With soaring inflation... Increasing longevity rates... The potential of higher future taxes... And the skyrocketing cost of healthcare and long-term care... Your expenses could be a lot higher than you realize! Discover 5 often-overlooked expenses that could blind side you in retirement...

Between stubborn inflation, a falling stock market and a looming recession… There's no shortage of headwinds to grow your nest egg in the New Year! Learn five specific ways you could protect and grow your retirement savings in 20-23.

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... 

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 

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!

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.

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

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

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

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

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

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.

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

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...

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.

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

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

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...

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..

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.

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.

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...

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...

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

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 

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

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

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

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

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 

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

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...

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

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 ...

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 

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?

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

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

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

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

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.....

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

Most Americans will be distracted by the pandemic and the Presidential election. And they'll pay little attention … to their money and investments. But some people will use this time to take advantage of 7 year-end financial planning tips … That could put a lot more money in their pocket … for retirement! Learn what they are on The David Lukas Show.

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...

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

Would you like to retire in the next 5 years? You may not realize it … But you could be a lot less prepared than you know. And the financial consequences of not being prepared … Don't miss a 4-Step Action Plan that could help you make your dream … a reality happen

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.

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