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This Week’s Episode Lesson 5: Annuities — The Good, The Bad and The Ugly

– Fifth in the ED Series – When it comes to financial advisors’ and retirement specialists’ overall feelings about annuities,…

Last Week’s Episode Do You Know What You’re Paying??

This week, on the David Lukas Show, David brings to light the murky issue of all the undisclosed fees that…

If The Shoe Fits…. If The Shoe Fits…

When it comes to your retirement planning, are you a saver an investor or a speculator? Can you differentiate between…

The TRUTH about Life Insurance Confessions of a CPA: The Truth About Life Insurance

Listen to David interview Bryan Bloom, author of “The Truth About Life Insurance” book two in his “Confessions of a…

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Request Your Fee Disclosure Kit

dlf-fee-disclosure-mockHow many fees are you paying on your annuity or investment accounts?  Surveys indicate that the vast majority of us don’t have any idea what we are paying.

Did you know that by the time you get ready to retire, just 2% in annual fees coming out of your investment accounts can slash your savings by over 65%?.

Request Our Fee Disclosure Kit which includes our Investment Fee Disclosure Sheet, our Annuity Fee Sheet and other helpful resources on the topic of fees.

Simply provide these to your current financial adviser/insurance agent or other point of contact and have them complete it for you, it’s that simple!

Fill out our short form and we’ll mail you our Fee Disclosure Kit today!
Request FREE Fee Disclosure Kit

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Lesson 4: Fees, Fees, and More Fees!

May 9, 2015

– Fourth in the ED Series – “The tyranny of compounding costs overcomes the miracle of compounding interest.” ―John Bogle, of Vanguard Every year, we Americans, en masse, participate in fee heavy investment accounts without having any idea of how they work. Few current and future retirees realize the eroding effect that all the hidden fees and future taxation… (Read more)

Listen to Lesson 4: Fees, Fees, and More Fees!

Talking With Tony Walker

January 24, 2015

Because The David Lukas Show is the only radio program in Arkansas dedicated to helping savers worry less about money®, we consider it our duty to our listeners to provide the critical information need to safeguard their hard earned retirement funds against the inevitable pitfalls of life. On this week’s installment of the DL Show,… (Read more)

Listen to Talking With Tony Walker

Life Insurance: The benefits you can receive—before death

January 10, 2015

Even when we believe we understand all the ins and outs of running our business, something comes along that’s outside our box of knowledge. When this happens, we have two choices. We can choose to ignore it, or get a bigger box! Did you know that as a business owner you can have access to… (Read more)

Listen to Life Insurance: The benefits you can receive—before death

The Pirates Of Manhattan II, Highway To Sefdom

September 6, 2014

risk noun \ˈrisk\ : the possibility that something bad or unpleasant (such as an injury or a loss) will happen : someone or something that may cause something bad or unpleasant to happen  Synonyms for risk: endanger, imperil, jeopardize, hazard, gamble, gamble with, chance, put on the line, put in jeopardy. : a situation involving exposure… (Read more)

Listen to The Pirates Of Manhattan II, Highway To Sefdom

Confessions of a CPA

April 14, 2012

Get the book that will change your view on finances forever. Enjoy learning eight commonly held financial truths that are generally accepted as hallmarks of a sound financial plan and then listen to Bryan Bloom on the David Lukas Show.

Listen to Confessions of a CPA

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