Planning With Purpose

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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. 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 FirstInsurance products are offered through the insurance business Heritage First. Heritage First is also an Investment Advisory practice that offe

  1. 39

    Act Your Age (Asset Allocation)

    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. 38

    The Three Pillars

    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. 37

    Tackling Twin Threats of Taxes and Inflation

    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. 36

    The Longevity Challenge

    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. 35

    Planning for Large IRAs

    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.

  6. 34

    Build Your Financial House

    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.

  7. 33

    Financial Check-Up

    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.

  8. 32

    Maximize Your Retirement Income

    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.

  9. 31

    Four Retirement Unknowns - March 01, 2026

    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.

  10. 30

    Preparing for Market Volatility - February 15, 2026

    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.

  11. 29

    2026 Retirement Forecast - February 01, 2026

    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.

  12. 28

    Falling Interest Rates - November 30, 2025

    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.

  13. 27

    Growing Govt Debt - November 23, 2025

    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.

  14. 26

    Reality of Retirement Spending - November 16, 2025

    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.

  15. 25

    Tax-Savvy Strategies - November 2, 2025

    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.

  16. 24

    Active vs. Passive - October 19, 2025

    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.

  17. 23

    Income Blueprint - September 28, 2025

    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.

  18. 22

    Retirement Planning for Women - September 21, 2025

    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.

  19. 21

    Maximizing Your Retirment Income - August 31, 2025

    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.

  20. 20

    Downsizing - August 24, 2025

    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.

  21. 19

    The Five Financial Stages of Life - August 17, 2025

    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.

  22. 18

    Planning for Large IRAs - July 13, 2025

    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.

  23. 17

    Four Questions About Retirement - June 22, 2025

    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.

  24. 16

    Planning With Purpose - Retirement Income Facing Tax Challenges 061525

    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 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.

  25. 15

    Planning With Purpose - Retirement for Small Business Owners 051825

    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 market fluctuations. Designed for those preparing for or enjoying retirement, every conversation aims to highlight relevant issues and answer common questions.

  26. 14

    Planning With Purpose - Make Your Money Work for You 051125

    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, and adapting to market fluctuations. Designed for those preparing for or enjoying retirement, every conversation aims to highlight relevant issues and answer common questions.

  27. 13

    Planning With Purpose - Retirement Puzzle Cube 050425

    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 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.

  28. 12

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

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

  29. 11

    Planning With Purpose - Protected Income 042025

    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 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.

  30. 10

    Planning With Purpose - Four Retirement Unknowns 041325

    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 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.

  31. 9

    Creating Dependable Retirement Income

    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 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.

  32. 8

    Trump Cabinet & Mailbag Questions

    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 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.

  33. 7

    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.

  34. 6

    Retiring Today

    Retiring Today by Planning With PurposeJoin 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.

  35. 5

    Creating a Lasting Legacy

    Creating a Lasting Legacy by Planning With PurposeJoin 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.

  36. 4

    Retirement Preparedness Manual

    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 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.

  37. 3

    Preserving Your Retirement from Taxes

    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.

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ABOUT THIS SHOW

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 FirstInsurance products are offered through the insurance business Heritage First. Heritage First is also an Investment Advisory practice that offe

HOSTED BY

Don Lueke

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