Claim OwnershipThe David Lukas Show
Subscribed: 9Played: 109
Subscribe
© 2009-2013
Description
The traditional financial world has instilled in most Americans that the only way to wealth is through doing what they tell you. The major problem here is that, many times, they do not take their own advice and, even more often, their bosses do not follow that advice. Much of the conventional financial world is smoke and mirrors, designed to give you the impression that your money will "work for you" when the reality is that over time, this hasn't come to pass.
If what you thought to true about your money turned out not to be, when would you want to know? It's Your Money, Your Freedom and Your Future! Tune into The David Lukas Show!
The show has featured interviews with experts who have regularly appeared on other major media outlets such as Fox News and CNN.
The David Lukas Show airs locally Saturdays at 12pm on KARN News Radio 102.9FM (Central Arkansas).
If what you thought to true about your money turned out not to be, when would you want to know? It's Your Money, Your Freedom and Your Future! Tune into The David Lukas Show!
The show has featured interviews with experts who have regularly appeared on other major media outlets such as Fox News and CNN.
The David Lukas Show airs locally Saturdays at 12pm on KARN News Radio 102.9FM (Central Arkansas).
322 Episodes
Reverse
In this episode, David Lukas breaks down the newly passed "Big Beautiful Bill," a sweeping piece of tax legislation signed into law by President Trump. While headlines promise tax-free Social Security and permanent tax cuts, the truth is more nuanced. For retirees, especially those who've saved between $500K and $3 million, this bill creates a four-year window of opportunity for serious tax planning. David dives into: What the bill actually changed, and what it didn't How the standard deduction and senior bonus deduction could shield up to $46,700 from taxes Why Social Security is still taxable for most high savers Strategies like Roth conversions, donor-advised funds, and estate planning to protect your wealth How to avoid hidden tax traps like IRMA surcharges and the widow's penalty If you're between ages 60–75, this episode is a must-listen. Learn how to use the Thrive Planning Framework to respond strategically, before the window closes.
will go down. Spoiler alert—they often don't. In fact, many retirees find themselves paying more in taxes than when they were working. David walks listeners through the difference between mandatory and optional taxes, reveals why Required Minimum Distributions (RMDs) can cause major tax headaches, and explains how Social Security can be taxed up to 85%—unless you plan ahead. He introduces the Thrive Planning Framework, which includes proactive strategies like: Strategic Roth Integrations Avoiding the Tax Torpedo Planning around the Widow's Penalty Shifting from micro tax prep to macro tax strategy Whether you're in your 60s and still working or already retired, this episode is packed with practical insights to help you keep more of your money and design a tax-smart retirement that thrives with purpose and clarity. BONUS: David also shares upcoming dates for free educational dinner seminars in July and explains how you can schedule a 15-minute tax savings call or a full Thrive Evaluation. 📞 Call: 501-501-7992 🌐 totalwealth.com
Taxes. Social Security. Risk. Income. Medicare. There are several critical decisions you need to make before you can think about retiring. And since this is something you’ve never done before, you want to be sure you don’t overlook or underestimate anything.
Tax increases, stubborn inflation, skyrocketing healthcare costs… And Social Security’s running out of money. It’s no wonder America’s retirement system just got downgraded. How will it impact your retirement? And importantly, what can you do about it?
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
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.
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.
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.
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.
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.
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
Comments
Download from Google Play
Download from App Store
United States