Luken Wealth Management

06/15/2026

Have you ever stopped and asked yourself: "What's all this for?"

Many successful people work hard, earn well, and accumulate assets, but struggle to define the deeper purpose behind it all.
In this video, Greg Luken shares why a clear, compelling purpose is often the difference between wealth that lasts and wealth that drifts. Discover the one word that can bring clarity to your financial decisions and help align your money with what matters most.

Your purpose already exists. The key is uncovering it.

You’ve worked hard. You’ve built wealth. But have you ever stopped ...

06/12/2026

What's one financial goal you're currently working toward?

Whether it's building wealth, preparing for retirement, reducing financial stress, or creating more freedom and flexibility for your family, having the right strategy can make all the difference.

Join us next Tuesday for an engaging Lunch & Learn with Greg Luken, where he'll share practical insights to help you:

✅ Build wealth with greater confidence
✅ Identify what's holding you back financially
✅ Create a plan to reach your goals faster
✅ Put simple strategies into action right away

📅 Tuesday, June 16
⏰ 11:45 AM – 1:00 PM
📍 Luken Wealth Management
🥪 Complimentary lunch provided
💻 Virtual attendance available

This interactive session is designed to provide valuable takeaways you can apply immediately regardless of where you are in your financial journey.

You're invited to Lunch & Learn: Unleash Your Financial Superpowers - Click here to RSVP

06/05/2026

Unlock your financial potential with us at our next Lunch & Learn!

Join Greg Luken for an engaging presentation, Unleash Your Financial Superpowers, where you'll discover practical strategies for building wealth, overcoming financial obstacles, and making your money work harder for you.

📅 Tuesday, June 16
⏰ 11:45 AM – 1:00 PM
📍 Luken Wealth Management
🥪 Lunch provided
💻 Virtual option available

Seating is limited, so be sure to RSVP using the link below by June 9.

You're invited to Lunch & Learn: Unleash Your Financial Superpowers - Click here to RSVP

05/29/2026

Many high-income professionals assume a Roth IRA is off limits to them. The Backdoor Roth strategy may offer a path to tax-free growth opportunities, but proper ex*****on and tax planning are critical. Watch Hannah’s latest video to get a closer look at how this strategy works.

https://youtu.be/DHzRzKIN3Sg

In this video, we break down what a Backdoor Roth really is (and what it isn’t), plus how high-income earners can potentially take advantage of this two-step...

05/15/2026

Is your international allocation actually working for you — or just adding risk? We analyzed nearly 40 years of global market data, and the results might change how you think about diversification. If you've built significant wealth, this is a conversation worth having. Watch Greg’s latest video here:

In this video, we break down nearly 40 years of international market performance and explain why a traditional 25–40% allocation may be exposing investors to...

05/06/2026

TRUSTS AND ASSET PROTECTION

We’re excited to continue our Monthly Lunch & Learn Series and invite you to join us at our office on Thursday, May 14 from 11:45 AM – 1:00 PM. You may register here: https://evite.me/fhx66RwXng

If you live out of state and would like to listen in, you may register via Zoom here: https://us06web.zoom.us/meeting/register/HDyIZy_US_WRo70ErbS0Fw

Our guest speakers, Eric Scott & Rob Hazard of Hazard Law, will discuss practical strategies for asset protection, tax minimization, and estate planning for families and business owners. Lunch will be provided, with vegetarian options available. Space is limited, so please RSVP by May 7 to reserve your seat.
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Can’t make this event? Join us at one of our upcoming Lunch & Learn sessions noted here:

Preparing to Sell Your Business with Chris Sloan of Baker
Donelson – June 11, 2026.
Reserve your seat here: https://evite.me/Rwer7dfPuY

Unleash Your Financial Superpowers with Greg Luken of Luken Wealth Management – June 16, 2026
Reserve your seat here: https://evite.me/6JxEfCPYhu

05/01/2026

We’re proud to share that our very own Jack Hornsby has been selected as an honoree for Nashville’s Top 30 Under 30 Class of 2026, which is put on by the Cystic Fibrosis Foundation.

This recognition highlights Jack’s outstanding contributions to both the business and philanthropic communities, and we couldn’t be more excited to see his hard work and dedication recognized in such a meaningful way.

Congratulations, Jack—we’re honored to have you on our team and look forward to celebrating this achievement with you in the months ahead.

04/30/2026

Looking for a smart way to pay for medical expenses?
An HSA offers tax-free contributions, growth, and qualified withdrawals. See why it can be a powerful planning tool.

1 like. "What Is an HSA? | The Triple Tax Advantage Explained (2026 Limits)"

04/15/2026

Not every “alternative investment” is an opportunity. Sometimes it’s simply a product being sold. The right question isn’t “Am I missing out?” It’s “Does this fit my long-term plan?” Watch our latest video for insight.

In this video, we break down alternative investments (alts) in plain English so you can understand what you’re really being offered—and whether it makes sens...

03/26/2026

Last Chance to RSVP – Don’t Miss This!

We’re excited to host our very first Navigating the Medicare Maze Lunch & Learn on April 9 at 11:45 AM—and this Thursday, March 26 is the deadline to sign up!

Join Harry Perret of Oak Tree Advisors as he breaks down Medicare in a clear, practical way—helping you avoid costly mistakes and make confident decisions about your coverage.

Spots are limited, so don’t wait to reserve your seat!
👉 Reserve your seat here: https://evite.me/xCXMhddPxQ
Lunch is on us—we hope to see you there!

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Stay tuned for these future sessions:

Trusts & Asset Protection – May 14, 2026
Reserve your seat here: https://evite.me/fhx66RwXng


Preparing to Sell Your Business – June 11, 2026
Reserve your seat here: https://evite.me/Rwer7dfPuY