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We help first-generation wealth make smart decisions about their money
So you can do what you want to do.
Wealth Mindset


Do You Have Enough to Retire?
Not sure if you have enough to retire? This practical guide walks you through how to calculate your retirement number, estimate your spending, and gain financial clarity. If you're in or around Nashville, TN, Luken Wealth Management can help you turn those numbers into a plan—with expert guidance and a free worksheet to get started.

Greg Luken
2 days ago2 min read


Why Every Financial Plan Needs a Buffer for the Unexpected
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.

Greg Luken
4 days ago2 min read


Are You Making One of These 7 Common Wealth Mistakes?
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

Greg Luken
Jun 52 min read


Podcast Feature: Adulting Is Easy
Becoming wealthy isn’t about luck—it’s about clarity, consistency, and execution. In Episode 206 of the Adulting Is Easy podcast, Greg Luken shares the mindset and habits that help first-generation wealth builders break cycles and create financial freedom. From defining your purpose to building a practical wealth plan, this episode lays out the exact steps to start building lasting wealth—without the gimmicks.

Greg Luken
Jun 12 min read


When Wealth Creates Tension: Why Even Successful Entrepreneurs Argue About Money
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

Greg Luken
May 283 min read


You’ve Hit $5 Million—Now What?
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:

Greg Luken
May 253 min read


Case Study: Grace and Steve’s Journey to Financial Clarity
The Overwhelmed Attorneys Grace, 39, and Steve, 41, are both successful attorneys working long hours at regional law firms. They grew up...

Greg Luken
May 183 min read


Financial Superpower #2: Unleash Your Power of Plan
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—

Greg Luken
May 143 min read


Case Study: Emily and Mark’s Path to Clarity and Confidence
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.

Greg Luken
May 123 min read


Financial Confidence Starts with a Plan — Not a Guess
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.

Greg Luken
May 72 min read


Superpower #1: The Power of Purpose – Your Ultimate Wealth Catalyst
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.

Greg Luken
Apr 253 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


Have You Outgrown Your Financial Advisor? It Might Be Time for a Wealth Management Firm
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.

Greg Luken
Apr 153 min read


Wealth Preservation & Growth: An Investment Guide for First-Generation Wealth Creators
A practical guide for wealth building with Greg Luken, Luken Wealth Management in Brentwood, TN 37027.

Greg Luken
Mar 233 min read


Podcast Feature: Everyday People, Extraordinary Lives
I’ve spent years helping people make financial decisions that align with their long-term goals. In this episode, we dive into key strategies for building your financial plan—not just for the sake of wealth, but as a tool to support a meaningful and intentional life.

Greg Luken
Feb 91 min read


The Three Rules of Investing
Having a plan is key to managing any situation. We know that no indicator is perfect, past performance doesn’t mean Jack, and no strategy

Greg Luken
Oct 2, 20241 min read
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