Planning With Purpose

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...

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...

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...

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...

So, the economy is shrinking, inflation just won’t go away, trade war talk is still going on – but, somehow, the stock market is up? What should we make of all this? 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 efficien...

All the volatility we’ve seen lately could mean big opportunities that you don’t want to miss. 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 m...

Do you have enough money saved for retirement… but you feel too scared to actually spend it? You’re not alone. 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, a...

Feeling nervous when the markets drop? Do you have that sinking feeling you may have lost something valuable? Worried you might be missing out when they’re climbing? You’re not alone—these ups and downs can be stressful for anyone, no matter how experienced. Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center...

Planning With Purpose - Planning for the Worst, Hope For the Best 042725 by Planning With Purpose 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 t...

Feeling nervous about tariff war markets? Worried you might be missing out when they’re climbing back? You’re not alone—these ups and downs can be stressful for anyone, no matter how experienced. 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...

We've been hearing a lot about "trade wars" in the news lately. All this talk has shaken up the markets. It’s probably got you rattled as well! Today, The Owner of Heritage First, Certified Financial Planner and Investment Advisory Rep. Don Lueke has some simple tips to help protect your retirement savings from the market’s ups and downs. Join financial advisor Don Lueke and Ralph Hipp for another...

Think you know how much you'll need for the retirement you deserve? Owner and CEO of Kansas City’s Heritage First, Certified Financial and Investment Advisory Rep. DON LUEKE is here to show us what the true costs of retirement could be – and ways to possibly preserve the lifestyle you've earned. Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where...

Where do you plan to live in retirement? Will you stay in your current home, or will you downsize? Who will inherit your house one day? Those are some big questions. For this Saturday, the owner of Heritage First, Certified Financial Planner and Investment Advisory Rep. DON LUEKE will talk through the importance finding those answers to help you feel more confident about your future. Join financia...

Do you pay much attention to cabinet appointments and political news out of Washington? We’ll learn more on how your taxes could be impacted by the new Trump administration and what we can take out of this so far, in this weekend’s Planning With Purpose with the Owner of Heritage First in Kansas City… Certified Financial Planner and Investment Advisory Rep DON LUEKE. Join financial advisor Don Lue...

Retiring Today by Planning With Purpose 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...

Creating a Lasting Legacy by Planning With Purpose 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 prepa...

It’s a good idea to expect the unexpected when it comes to retirement because there are a lot of different factors that could upend your plans. Today we’ll outline the big categories of risk to your retirement and walk you through how to prepare. Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In e...

Late baby boomers, born between 1960 and 1965, face a looming retirement crisis, according to the latest reports. Don Lueke of Heritage First in Kansas City breaks down moves of risks on the horizon that could impact your confidence in retirement. Join financial advisor Don Lueke and Ralph Hipp for another installment of Planning with Purpose, where retirement-related topics take center stage. In...