Every investor needs an exit strategy. Knowing when—and under what conditions—you’ll sell is just as important as knowing when to buy. In this article, Greg Luken explains why an exit plan is critical for removing emotion from investing, how a quantitative strategy can help you make smarter, data-driven decisions, and how to build a clear roadmap for your wealth.

Before you choose a financial advisor, make sure you're asking the questions that truly matter. This insider guide reveals 9 essential (and often overlooked) questions that go beyond typical checklists. Learn how to evaluate a financial advisor’s planning process, compensation structure, investment philosophy, risk management, and more. Whether you're nearing retirement, managing significant assets, or simply want a second opinion, this article will help you find an advisor w

Many homeowners wonder, “Is my home really an investment?” The answer isn’t as straightforward as you might think. While real estate can increase in value, your primary residence rarely functions like a true investment—it doesn’t generate income, and it comes with ongoing costs like taxes, insurance, and maintenance. In this article, we break down what affluent homeowners in Brentwood, Franklin, and greater Nashville, TN should know about the real cost of homeownership—and ho

When a surprise issue during our Brentwood, TN office renovation required urgent structural repairs, we were thankful for one thing—financial shock absorbers built into the budget. At Luken Wealth Management, we apply the same principle to retirement and investment planning: expect the unexpected. Learn how building margin into your financial strategy can protect your future.

In a heartfelt reflection originally written in 2009 and still resonant in 2025, Gregory Luken shares how a personal and professional transformation reshaped the mission of Luken Wealth Management. Moving from a sales-driven model to one centered on significance, purpose, and client well-being, this post explores what happens when financial advising focuses less on production—and more on people.

Wealth brings freedom—but also complexity. If you're a high-net-worth individual or successful entrepreneur, managing your money wisely is more important than ever. This blog highlights seven common financial mistakes affluent investors often make—and how to avoid them. From overpaying in taxes to underestimating inflation, each pitfall comes with practical, expert-backed strategies to protect and grow your wealth. Discover how to build a stronger financial plan and make your

Money Isn’t Always the Cure—Sometimes, It’s the Conflict You’d think that financial success would eliminate stress, especially in your marriage. But if you’re a first-generation entrepreneur, you know that’s not always true. In fact, wealth often amplifies the emotional undercurrents that money carries—especially when two different money stories come together in a relationship. This blog unpacks why high-earning couples still argue about money (spoiler: it’s not about the n

Reaching a net worth of $5 million is no small feat. It’s a milestone that only a small percentage of people ever achieve—and if you’ve done it, it means you’ve worked hard, made smart decisions, and likely taken more than a few risks to get here. But here’s the surprising and somewhat sobering truth:

The Overwhelmed Attorneys Grace, 39, and Steve, 41, are both successful attorneys working long hours at regional law firms. They grew up...

Market swings can feel unnerving, but they can also create opportunity — if you have a plan. Whether it’s through hedging, generating income with covered calls, or looking beyond traditional markets, there are smart ways to stay invested without taking on unnecessary risk. In this post you'll get a quick 3 minute read on strategies for investing in today's market as well as a 90-second video update.

Think of your financial life like a road trip. You might know your destination (say, retirement, starting a business, or sending your kids to college), but if you don’t have a GPS or a route, you’ll end up lost, stuck in traffic, or wasting fuel. A financial plan is your GPS—

Despite their financial success, Emily felt lost, battling imposter syndrome and carrying a dull sense of constant anxiety that she was missing something and messing something up. At 40, Emily was overwhelmed by her complex finances, caring for her aging mom and Mark’s aging father, unsure of how to manage her growing wealth, plan for retirement, or secure her family’s future.

At Luken Wealth Management, in Nashville TN, we’re more than portfolio managers — we’re your long-term investment partners. Let’s take the emotion out of investing — and put smart strategy in its place.  By focusing on what the data tells us, we help clients spot market trends early, adjust portfolios to protect gains and limit losses and stay on course — even during market volatility. Schedule a consultation with us today.

Luken Wealth Management helps first generation wealthy navigate the complexities of wealth management. Located in Brentwood TN, the Luken team helps clients find their financial 'why' and then take the steps required to make their financial dreams reality.

Our team at Luken Wealth Management serves successful families, entrepreneurs, and professionals across Middle Tennessee and beyond—many of whom have already crossed the million-dollar mark in net worth and are now thinking about legacy, impact, and lifestyle freedom.

One of the most dangerous tricks in the Evil Clock’s arsenal is the delay of investing. So how do you defeat this cunning financial villain?

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

As Mike Tyson and Jake Paul step into the ring this Friday, Tyson's legendary discipline reminds us that success, whether in boxing