Luken Wealth Management

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

03/20/2026

Navigating the Medicare Maze

Please join us at our office on April 9, 2026 at 11:45am for our very first Lunch and Learn with Harry Perret of Oak Tree Advisors.
Harry will show you how to avoid costly penalties, understand Medicare coverage options, and how to save on prescriptions.
Seating is limited so please RSVP by March 26. Lunch will be provided!

Reserve your seat here: https://evite.me/xCXMhddPxQ

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

03/16/2026

We’re excited to welcome Nathan Whiddon to the team as our new Client Operations Manager! We look forward to the positive impact he’ll make for our clients and firm.

Please join us in welcoming Nathan!

02/27/2026

There’s a new way to start saving for your kids in 2026 — and it’s getting some attention.

“Trump Accounts” are a new option for families as they plan and save for the next generation. So what are these new accounts, and how do they work?

Hannah breaks it all down in this quick, easy-to-follow video.

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