Insuring Your Retirement Stays The Course

When it comes to safeguarding your hard earned retirement funds, risk is your enemy. Honestly there isn’t much worse than the possibility of losing thirty to forty  percent of your stock market investments in an aggressive downturn or market correction.


Most of us can’t afford that kind of loss close to or during retirement. So how are you able to keep on course in to ensure 

that your funds are what and where you want them to be and that they’re protected?


This week on the David Lukas Show, our host David Lukas discusses what you can do to proactively put and keep your retirement on the path to success. Throughout the hour David expands upon all the different ways that life events can trigger the need for a correction in your planning. Knowing the amount of risk you’re taking with your investments is just the first step of responsible investing—below are just a few of the other points mentioned and suggested in today’s show…

-know the amount of risk you’re taking with your investments

-update any estate plan changes

-know what fees and taxes you are paying and how they might change later

-know what to do if you receive an inheritance

-have a plan for loss of employment

-know the important age requirements dates and deadlines for Social Security, when you can use the money in an IRA, Medicare benefits

-know when interest rates change and how it will impact your retirement


To hear all the excellent information from David Lukas of David Lukas Financial has about being proactive instead of reactive regarding risk, listen to the entire episode today.


David Lukas Financial is now accepting reservations for the September 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 September’s classes.

September classes are as follows…

Wednesday, September 20th, 6:30PM

Thursday, September 21st, 6:30PM

Friday, September 22nd, 6:30PM




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.