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Planning With Purpose

Don Lueke

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. Listen to Planning with Purpose with Don Lueke on KMBZ-AM every Sunday at 2:00 P.M. to 3:00 P.M.! To learn more, visit Heritage First Insurance products are offered through the insurance business Heritage First. Heritage First is also an Investment Advisory practice that offe

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Episodes

53 episodes

  1. Healthcare Heist 52:04
  2. New Retirement Reality 2.0 52:04
  3. The Roth Question 52:05
  4. The 30 Year Tax Strategy 52:05
  5. 5 Common Questions 52:05
  6. Your 401(k) is Not a Plan 52:05
  7. Make Your Money Work For You 52:05
  8. New Retirement Reality 2.0 52:05
  9. Retirement Tax Shock 52:05
  10. Healthcare Heist 52:05
  11. Mid-Year Check Up 52:05
  12. Planning with Purpose 52:05
  13. Roth Conversion Window 52:05
  14. Make Your Money Work for You 52:05
  15. Creating Dependable Retirement Income 52:05
  16. Marathon of Her 52:05
  17. Act Your Age (Asset Allocation) 52:05
  18. The Three Pillars 52:05
  19. Tackling Twin Threats of Taxes and Inflation 52:05
  20. The Longevity Challenge 52:05
  21. Planning for Large IRAs 52:05
  22. Build Your Financial House 52:05
  23. Financial Check-Up 52:05
  24. Maximize Your Retirement Income 52:05
  25. Four Retirement Unknowns - March 01, 2026 52:05
  26. Preparing for Market Volatility - February 15, 2026 52:05
  27. 2026 Retirement Forecast - February 01, 2026 52:05
  28. Falling Interest Rates - November 30, 2025 52:05
  29. Growing Govt Debt - November 23, 2025 52:05
  30. Reality of Retirement Spending - November 16, 2025 52:05
  31. Tax-Savvy Strategies - November 2, 2025 52:05
  32. Active vs. Passive - October 19, 2025 52:05
  33. Income Blueprint - September 28, 2025 52:05
  34. Retirement Planning for Women - September 21, 2025 52:05
  35. Maximizing Your Retirment Income - August 31, 2025 52:05
  36. Downsizing - August 24, 2025 52:05
  37. The Five Financial Stages of Life - August 17, 2025 52:05
  38. Planning for Large IRAs - July 13, 2025 52:05
  39. Four Questions About Retirement - June 22, 2025 52:05
  40. Planning With Purpose - Retirement Income Facing Tax Challenges 061525 52:05
  41. Planning With Purpose - Retirement for Small Business Owners 051825 52:05
  42. Planning With Purpose - Make Your Money Work for You 051125 52:05
  43. Planning With Purpose - Retirement Puzzle Cube 050425 52:05
  44. Planning With Purpose - Planning for the Worst, Hope For the Best 042725 52:05
  45. Planning With Purpose - Protected Income 042025 52:05
  46. Planning With Purpose - Four Retirement Unknowns 041325 52:05
  47. Creating Dependable Retirement Income 52:05
  48. Trump Cabinet & Mailbag Questions 54:03
  49. Rebalance Your Retirement Portfolio Now—Before It’s Too Late 54:03
  50. Retiring Today 54:03