Podcast Episodes

Look What The Wealthy Are Doing

Why is this show titled “Look What The Wealthy Are Doing”? Because, under the current IRS tax code, a properly structured cash value life insurance policy, is one of the few assets that provide tax-advantaged access (I.E. Tax-Free Distribution). In… (Read more)

Look What The Banks Are Doing

Look What The Banks Are Doing, Not What They Want You To Do. If you haven’t done so yet, be sure to check out the following broadcast: Think and Operate Like a Bank and How Banks Make Money This week David… (Read more)

Think And Operate Like A Bank

Note to KARN listeners, The Video is below. Who won the game of tic tac toe the first time you played? You and I regularly lost this game as children until we understood the rules and strategy of the game.… (Read more)

Is the Answer To Take On More Risk?

This week David talks about the importance of understanding why much of the prevalent mindset of  achieving  retirements savings objectives is often synonymous with taking on more risk. Risk can be defined as exposure to loss. Synonyms for risk in… (Read more)

Is the Answer To Take On More Risk?

It’s important of understanding why much of the prevalent mindset of  achieving  retirements savings objectives is often synonymous with taking on more risk. Risk can be defined as exposure to loss. Synonyms for risk in include: To Endanger, Jeopardize, to gamble with,… (Read more)

Steve Dejohn On The David Lukas Show

This week, David is joined by Steve Dejon. Steve is a noted speaker, mentor, and authority within the annuity marketplace, and was featured on the cover of Senior Market Advisor magazine, June 2006 issue, “Selling $15 million per year of annuities.” Steve… (Read more)