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EPISODE · Apr 9, 2024 · 54 MIN

Preserving Your Retirement from Taxes

from Planning With Purpose · host Don Lueke

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 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.

Episode metadata supplied by the publisher feed · Published Apr 9, 2024

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Preserving Your Retirement from Taxes

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