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Planning With Purpose

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About this Podcast:

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 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.

Pitch Analysis

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Contact path

Public web form

Booking probability

39%

Guest openness

Selective

80/100
Required Score

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Questions about Planning With Purpose

What is Planning With Purpose about?

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.

What has Planning With Purpose covered recently?

Recent episodes include "New Retirement Reality 2.0" (31 October 2026, 52 minutes), "The Roth Question" (17 October 2026, 52 minutes), and "The 30 Year Tax Strategy" (3 October 2026, 52 minutes).

How often does Planning With Purpose publish?

Planning With Purpose publishes roughly every two weeks, with episodes averaging 52 minutes across 51 episodes.

How hard is it to get booked on Planning With Purpose?

Booking probability for Planning With Purpose is 39%, and the host is rated Selective on guests. Planning With Purpose requires a Pod Score of 80 or higher. Planning With Purpose's contact route on record: public web form.

Who should pitch Planning With Purpose?

The strongest fits for Planning With Purpose are Investing & Wealth Management and Insurance Agencies & Brokers. Planning With Purpose has a business audience.

About the host

Planning With Purpose is a business podcast with 51 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Planning With Purpose

    New Retirement Reality 2.0

    Oct 31, 202652 min

    What if your perfect retirement plan is closerโ€”and more personalโ€”than you think? In this episode, Don Lueke demystifies open enrollment season, tackles common misconceptions (like the elusive $1 million nest egg), and...

  • Planning With Purpose

    The Roth Question

    Oct 17, 202652 min

    What truly separates those who thrive in retirement from those who simply get by? This episode dives into the often-surprising habits and strategies that quietly affluent individuals use to build security and lasting...

  • Planning With Purpose

    The 30 Year Tax Strategy

    Oct 3, 202652 min

    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...

  • Planning With Purpose

    5 Common Questions

    Sep 26, 202652 min

    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...

  • Planning With Purpose

    Your 401(k) is Not a Plan

    Sep 19, 202652 min

    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...

View More
  • Planning With Purpose

    Make Your Money Work For You

    Sep 5, 202652 min

    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...

  • Planning With Purpose

    New Retirement Reality 2.0

    Aug 22, 202652 min

    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...

  • Planning With Purpose

    Retirement Tax Shock

    Aug 8, 202652 min

    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...

  • Planning With Purpose

    Healthcare Heist

    Jul 18, 202652 min

    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...

  • Planning With Purpose

    Mid-Year Check Up

    Jul 11, 202652 min

    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...

  • Planning With Purpose

    Planning with Purpose

    Jun 20, 202652 min

    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...

  • Planning With Purpose

    Roth Conversion Window

    Jun 13, 202652 min

    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...

  • Planning With Purpose

    Make Your Money Work for You

    Jun 6, 202652 min

    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...

  • May 16, 202652 min

    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...

  • Planning With Purpose

    Marathon of Her

    May 9, 202652 min

    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...

  • Planning With Purpose

    Act Your Age (Asset Allocation)

    May 2, 202652 min

    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...

  • Planning With Purpose

    The Three Pillars

    Apr 25, 202652 min

    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...

  • Apr 11, 202652 min

    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...

  • Planning With Purpose

    The Longevity Challenge

    Apr 4, 202652 min

    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...

  • Planning With Purpose

    Planning for Large IRAs

    Mar 28, 202652 min

    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...

Recent guests

Recent guests on Planning With Purpose. Study who booked and why before you pitch.

D

Don Lueke

Heritage First

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