Don Lueke
Planning With Purpose
Planning with Purpose with Don Lueke of Heritage First offers practical conversations around retirement planning for Kansas City and beyond. Each episode features certified financial planner and advisor Don Lueke and co-host Ralph Hipp as they break down complex topics like market volatility, tax strategies, Social Security strategies, long-term care, and more. Whether economic news is changing, legislation is shifting, or personal circumstances are in flux, listeners can expect clear explanations and actionable insights to help navigate the financial challenges that come with retirement. List...
N'hésitez pas à visiter le site du podcast et à soutenir son créateur : www.spreaker.com
Où écouter ?
Les podcasts dans l'appli Replaio Radio Bientôt disponibleLes podcasts arrivent très bientôt dans l'appli. Installe-la dès maintenant et découvre en avant-première une toute nouvelle façon de vivre les podcasts
Installe-la gratuitement
Android près de 10 M de téléchargements · note de 4,8
iOS bientôt
Épisodes
The Roth Question 17.10.2026 52:05
What truly separates those who thrive in retirement from those who simply get by? This episode dives into the often-surprising habits and strategies that quietly affluent individuals use to build security and lasting wealth—no matter their starting balance. Discover why a “team mindset,” careful risk assessment, and the right timing can shape not only your finances, but your future happiness. The...
The 30 Year Tax Strategy 03.10.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
5 Common Questions 26.09.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Your 401(k) is Not a Plan 19.09.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Make Your Money Work For You 05.09.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
New Retirement Reality 2.0 22.08.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Retirement Tax Shock 08.08.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Healthcare Heist 18.07.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Mid-Year Check Up 11.07.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Planning with Purpose 20.06.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Roth Conversion Window 13.06.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Make Your Money Work for You 06.06.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Creating Dependable Retirement Income 16.05.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Marathon of Her 09.05.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Act Your Age (Asset Allocation) 02.05.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
The Three Pillars 25.04.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Tackling Twin Threats of Taxes and Inflation 11.04.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
The Longevity Challenge 04.04.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Planning for Large IRAs 28.03.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Build Your Financial House 14.03.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Financial Check-Up 07.03.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Maximize Your Retirement Income 28.02.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Four Retirement Unknowns - March 01, 2026 21.02.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Preparing for Market Volatility - February 15, 2026 15.02.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
2026 Retirement Forecast - February 01, 2026 02.02.2026 52:05
Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In each episode, Don and Ralph explore subjects such as Social Security, tax efficiency, investment strategies, healthcare considerations, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation...
Podcasts similaires
Écoute le podcast Planning With Purpose sur Replaio
La radio et les podcasts dans une seule appli - gratuite, sans inscription. Installe-la dès aujourd'hui et ne rate pas le lancement
Replaio n'est pas éditeur de podcasts ; les noms des émissions, les visuels et l'audio appartiennent à leurs auteurs et sont diffusés via des flux RSS publics
