Wealth Transferes

Lesson 1: Wall Street’s Valuation Vs. Insurance Companies

– First in the Annuities ED Series – THE DEFINITION OF RISK is the chance that an investment’s actual return will be different than expected. Risk includes the possibility of losing some or all of the original investment. Different versions of… (Read more)

Do You Know What Lost Opportunity Could Be Costing You?

Are you unaware of the amount of fees you are currently paying on your investments each year? If you are, you’re not alone. Millions of Americans have been sold a retirement plan—the 401k specifically—that can be loaded with the kind… (Read more)

Are You Emotionally Invested in Wall Street?

Have you been duped into believing that you’re an investor instead of a saver? Does Wall Street have you convinced that in order to make money in the market you must be resigned to high fees and opportunity loss? Listen… (Read more)

The Man is Back!

David Lukas, host of the David Lukas radio show and recently rated one of of the top 100 Financial Shows in the nation according to Nielson Ratings, was back in the studio this weekend to introduce and chat about his… (Read more)

To Error Is Human—Right?

***NOTE*** we will be adding a video to this episode within a few days.  To Error Is Human—Right? We, humans, are presented with multiple opportunities to make potentially damaging financial mistakes everyday. When you’re young and in the first half… (Read more)

Helping Savers Worry Less About Money®

sav·er ˈsāvər/ Noun Plural noun: savers; suffix: -savers 1. To rescue or preserve from harm, danger, injury, etc.; make or keep safe 2. To prevent or guard against loss or waste -Dictionary What does it truly mean to be a saver? Well,… (Read more)

JJ Childers On: Get It, Grow It, Guard It

Do you have a plan for your finances? Listen to David’s guest host JJ Childers, attorney, financial consultant and author, talk about specific ways to increase and protect your wealth. Throughout the hour, Childers, who co-wrote Asset Protection 101 with Donald… (Read more)

Buy Low, Sell High, or Stay The Course?

In relation to your hard earned retirements funds, do you know the difference between I hope so money and I know so money? Unfortunately, Americans can’t predict how much our government sanctioned retirement plans will be worth in the future,… (Read more)

Has The US Stock Market Been Rigged?

Has The US Stock Market Been Rigged? If what you thought was true turned out not to be…would you want to know about it? Listen to David talk about the recent 60 Minute interview with Michael Lewis, the author of… (Read more)