Podcast Episodes

The Two Largest Wealth Transfers: Mortgages and Taxes

David continues talking about the three types of money. Specifically, this week he focuses on two types of transferred money: Mortgages and Taxes. Your mortgage, or more specifically how you manage your mortgage can contribute to a major wealth transfer. If you… (Read more)

Three Types Of Money: Lifestyle, Accumulated and Transferred

Financially, we assume things to be true that are not, simply because others told us they were true. David talks about really BAD advice that he recently heard on a nationally syndicated radio show who featured a “financial expert”. “It’s… (Read more)

Confessions of a CPA

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.

Mortgage Payoff Strategies

David invited his good friend Val Wheeler from Southern Financial Group. Val is a veteran in the financial industry with over 33 years experience. Possibly you have heard David talking about this on his Radio Show. David and Val talk mortgage payoff strategies.  Most people assume… (Read more)