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We help the first-generation wealthy make smart decisions about their money...
So that you can do what you want to do.
Business Matters


Getting Started as a Financial Advisor: Who, What, and How?
If you're a financial advisor building your book of business, this guide shares practical strategies on mastering core skills, connecting with the right prospects, and laying a strong foundation for long-term success. Learn how Luken Wealth Management can support your journey with proven systems, mentorship, and a purpose-driven approach.

Greg Luken
Sep 38 min read


Podcast Feature: Talkenomics with Adam Shapiro
Greg Luken recently joined Adam Shapiro on Talkenomics to unpack the current financial landscape in a way that actually makes sense.

Greg Luken
Apr 161 min read


Podcast Feature: WFH with 2 Guys
I recently joined hosts Benny Carreon and Dennis Jackson for a powerful conversation about the journey to financial freedom—and the challenges that come with it. They dive into everything from preserving wealth and avoiding financial missteps, to smart tax strategies for small businesses and building a life-centered business.

Greg Luken
Mar 181 min read


Podcast Feature: The Chris Voss Show
Over half of First Generation Wealth will lose it within a decade. Chris Voss and Greg Luken talk through this and more.

Greg Luken
Mar 32 min read


Podcast Feature: The 7 Wealth Villains That Could Be Destroying Your Financial Success
A podcast episode for small business owners, entrepreneurs, or professionals looking to grow their wealth, and avoid making costly mistakes.

Greg Luken
Mar 32 min read


Quality Over Quantity
Robin Dunbar, a British anthropologist, posited that humans can maintain stable social relationships with about 150 people.

Greg Luken
Sep 1, 20244 min read
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