Rebalance Your Retirement Portfolio Now—Before It’s Too Late

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 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.