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Planning With Purpose

Planning with Purpose with Don Lueke of Heritage First offers practical conversations around retirement planning for Kansas City and beyond.

Podcast · By Don Lueke · English · US · Official site

Indexed episodes, last 90 days
5
Latest publication
Sep 5, 2026
Audience
Checking…
Earliest in this view
Jul 11, 2026

Latest episodes

  1. Episode · Sep 5, 2026

    Make Your Money Work For You (opens the original)

    Episode notes · Neutral tone

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    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 aims to highlight relevant issues and answer common questions.

  2. Episode · Aug 22, 2026

    New Retirement Reality 2.0 (opens the original)

    Episode notes

    Read excerpt

    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 aims to highlight relevant issues and answer common questions.

  3. Episode · Aug 8, 2026

    Retirement Tax Shock (opens the original)

    Episode notes

    Read excerpt

    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 aims to highlight relevant issues and answer common questions.

  4. Episode · Jul 18, 2026

    Healthcare Heist (opens the original)

    Episode notes

    Read excerpt

    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 aims to highlight relevant issues and answer common questions.

  5. Episode · Jul 11, 2026

    Mid-Year Check Up (opens the original)

    Episode notes

    Read excerpt

    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 aims to highlight relevant issues and answer common questions.

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