https://www.spreaker.com/podcast/planning-with-purpose--6686589
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 offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Heritage First are not subject to Investment Adviser requirements. AEWM and Heritage First are not affiliated companies.]]>enSociety & CultureCopyright Brandon Davishttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/26d50ffe24c18f85f87bc33c97da1719.jpghttps://www.spreaker.com/podcast/planning-with-purpose--6686589Sat, 22 Aug 2026 13:02:04 +0000Don LuekeDon Luekefeeds@spreaker.comPlanning 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...
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 offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Heritage First are not subject to Investment Adviser requirements. AEWM and Heritage First are not affiliated companies.]]>false93bb3dca-0f30-5e32-83c4-d9c297371a87episodichttps://www.spreaker.com/episode/new-retirement-reality-2-0--74408013https://api.spreaker.com/episode/74408013Sat, 22 Aug 2026 13:00:03 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/retirement-tax-shock--73570593https://api.spreaker.com/episode/73570593Sat, 08 Aug 2026 13:00:04 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/healthcare-heist--73017726https://api.spreaker.com/episode/73017726Sat, 18 Jul 2026 13:00:03 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/mid-year-check-up--72896470https://api.spreaker.com/episode/72896470Sat, 11 Jul 2026 13:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/planning-with-purpose--72584849https://api.spreaker.com/episode/72584849Sat, 20 Jun 2026 13:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/roth-conversion-window--72487334https://api.spreaker.com/episode/72487334Sat, 13 Jun 2026 13:00:03 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/make-your-money-work-for-you--72350210https://api.spreaker.com/episode/72350210Sat, 06 Jun 2026 13:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/creating-dependable-retirement-income--72010997https://api.spreaker.com/episode/72010997Sat, 16 May 2026 13:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/marathon-of-her--71911011https://api.spreaker.com/episode/71911011Sat, 09 May 2026 13:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/act-your-age-asset-allocation--71789528https://api.spreaker.com/episode/71789528Sat, 02 May 2026 13:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/the-three-pillars--71593898https://api.spreaker.com/episode/71593898Sat, 25 Apr 2026 13:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/tackling-twin-threats-of-taxes-and-inflation--71217451https://api.spreaker.com/episode/71217451Sat, 11 Apr 2026 13:00:03 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/the-longevity-challenge--71084144https://api.spreaker.com/episode/71084144Sat, 04 Apr 2026 13:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/planning-for-large-iras--70931039https://api.spreaker.com/episode/70931039Sat, 28 Mar 2026 13:00:03 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/build-your-financial-house--70624090https://api.spreaker.com/episode/70624090Sat, 14 Mar 2026 13:00:03 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/financial-check-up--70487919https://api.spreaker.com/episode/70487919Sat, 07 Mar 2026 14:00:03 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/maximize-your-retirement-income--70306747https://api.spreaker.com/episode/70306747Sat, 28 Feb 2026 14:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/four-retirement-unknowns-march-01-2026--70153349https://api.spreaker.com/episode/70153349Sat, 21 Feb 2026 14:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/preparing-for-market-volatility-february-15-2026--69953873https://api.spreaker.com/episode/69953873Sun, 15 Feb 2026 14:00:02 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/2026-retirement-forecast-february-01-2026--69628993https://api.spreaker.com/episode/69628993Mon, 02 Feb 2026 14:00:08 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/falling-interest-rates-november-30-2025--68656181https://api.spreaker.com/episode/68656181Mon, 01 Dec 2025 14:00:08 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/growing-govt-debt-november-23-2025--68645098https://api.spreaker.com/episode/68645098Mon, 24 Nov 2025 14:00:08 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/reality-of-retirement-spending-november-16-2025--68569869https://api.spreaker.com/episode/68569869Mon, 17 Nov 2025 14:00:08 +0000Don 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Lueke3125falsefullhttps://www.spreaker.com/episode/downsizing-august-24-2025--67507671https://api.spreaker.com/episode/67507671Mon, 25 Aug 2025 15:31:15 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/the-five-financial-stages-of-life-august-17-2025--67415858https://api.spreaker.com/episode/67415858Mon, 18 Aug 2025 14:31:55 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/planning-for-large-iras-july-13-2025--66999455https://api.spreaker.com/episode/66999455Wed, 16 Jul 2025 16:24:11 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/four-questions-about-retirement-june-22-2025--66999438https://api.spreaker.com/episode/66999438Wed, 16 Jul 2025 16:22:58 +0000Don Lueke3125falsefullhttps://www.spreaker.com/episode/planning-with-purpose-retirement-income-facing-tax-challenges-061525--66999164
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.]]>tag:soundcloud,2010:tracks/2111644278Wed, 11 Jun 2025 18:38:48 +0000Don LuekeSo, 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.]]>3125falsefullhttps://www.spreaker.com/episode/planning-with-purpose-retirement-for-small-business-owners-051825--66999172
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.]]>tag:soundcloud,2010:tracks/2111642634Wed, 11 Jun 2025 18:34:53 +0000Don LuekeAll 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.]]>3125falsefullhttps://www.spreaker.com/episode/planning-with-purpose-make-your-money-work-for-you-051125--66999173
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.]]>tag:soundcloud,2010:tracks/2111641950Wed, 11 Jun 2025 18:33:19 +0000Don LuekeDo 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.]]>3125falsefullhttps://www.spreaker.com/episode/planning-with-purpose-retirement-puzzle-cube-050425--66999170
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.]]>tag:soundcloud,2010:tracks/2091821880Wed, 07 May 2025 20:26:35 +0000Don LuekeFeeling 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...
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.]]>3125falsefullhttps://www.spreaker.com/episode/planning-with-purpose-planning-for-the-worst-hope-for-the-best-042725--66999165
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.]]>tag:soundcloud,2010:tracks/2091820818Wed, 07 May 2025 20:24:03 +0000Don LuekePlanning With Purpose - Planning for the Worst, Hope For the Best 042725 by Planning With Purpose
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.]]>3125falsefullhttps://www.spreaker.com/episode/planning-with-purpose-protected-income-042025--66999167
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.]]>tag:soundcloud,2010:tracks/2079440712Mon, 21 Apr 2025 04:00:10 +0000Don LuekeFeeling 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.]]>3125falsefullhttps://www.spreaker.com/episode/planning-with-purpose-four-retirement-unknowns-041325--66999171
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.]]>tag:soundcloud,2010:tracks/2070226904Thu, 03 Apr 2025 00:00:00 +0000Don LuekeWe'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...
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.]]>3125falsefullhttps://www.spreaker.com/episode/creating-dependable-retirement-income--66999176
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.]]>tag:soundcloud,2010:tracks/2063925768Wed, 26 Mar 2025 00:00:00 +0000Don LuekeThink 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...
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.]]>3125falsefullhttps://www.spreaker.com/episode/trump-cabinet-mailbag-questions--66999169
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.]]>tag:soundcloud,2010:tracks/2042167704Tue, 25 Feb 2025 00:00:00 +0000Don LuekeDo 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...
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.]]>3243falsefullhttps://www.spreaker.com/episode/rebalance-your-retirement-portfolio-now-before-it-s-too-late--66999168
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.]]>tag:soundcloud,2010:tracks/2042150000Tue, 25 Feb 2025 00:00:00 +0000Don LuekeWhere 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...
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.]]>3243falsefullhttps://www.spreaker.com/episode/retiring-today--66999175
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.]]>tag:soundcloud,2010:tracks/1862363634Wed, 03 Jul 2024 21:26:46 +0000Don LuekeRetiring Today by Planning With Purpose
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.]]>3243falsefullhttps://www.spreaker.com/episode/creating-a-lasting-legacy--66999166
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.]]>tag:soundcloud,2010:tracks/1862363454Wed, 03 Jul 2024 21:26:27 +0000Don LuekeCreating a Lasting Legacy by Planning With Purpose
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.]]>3243falsefullhttps://www.spreaker.com/episode/retirement-preparedness-manual--66999174
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.]]>tag:soundcloud,2010:tracks/1808501127Fri, 26 Apr 2024 13:25:04 +0000Don LuekeIt’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.]]>3241falsefullhttps://www.spreaker.com/episode/preserving-your-retirement-from-taxes--66999177
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.]]>tag:soundcloud,2010:tracks/1797249154Tue, 09 Apr 2024 21:46:55 +0000Don LuekeLate 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.]]>3241falsefull