Listen "Roth Conversion Window"
Episode Synopsis
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.
More episodes of the podcast Planning With Purpose
Retirement Tax Shock
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Healthcare Heist
18/07/2026
Mid-Year Check Up
11/07/2026
Planning with Purpose
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Make Your Money Work for You
06/06/2026
Creating Dependable Retirement Income
16/05/2026
Marathon of Her
09/05/2026
Act Your Age (Asset Allocation)
02/05/2026
The Three Pillars
25/04/2026
Tackling Twin Threats of Taxes and Inflation
11/04/2026
