Pat and Jesse look ahead to the rest of the year with various changes you need to know, including increased contribution limits for IRAs and 401Ks, new tax deductions, adjustments to Social Security and Medicare and more.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

The Social Security Cost of Living Adjustment, or COLA, was recently announced at 2.8% for 2026. Pat and Jesse discuss this and what it means for its recipients in terms of taxes, inflation and more.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

2026 is underway - and there are plenty of dates throughout the year that you need to keep in mind for various financial items. Pat and Jesse go over these and the importance of each so you can track your financial status throughout the coming year.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

The Big Beautiful Bill, tarriffs, government shutdowns - those were just some of the top financial news events of the past year. Pat and Jesse take a look back and relate how these things and others can affect a retiree's plan and how to best work around possible events to help keep your money secure.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

Pat and Jesse take some scenarios and decide whether the person involved goes on the retirement naughty or nice list for Christmas. Then they look at some resolutions you can look at going into 2026 to help bolster your finances for retirement.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

The Federal Reserve cut interest rates a few weeks ago, and may extend those cuts further. Pat and Jesse take a look at what this could mean for the economy going forward, especially how it could affect retirees and how best to plan for it.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

Pat and Jesse take a look at certain planning strategies fhat people can use at the end of 2025 to help mitigate taxes which many do-it-yourselfers may not know about, including tax loss harvesting or donor advised funds, and others.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

The Social Security Cost of Living Adjustment, or COLA, was recently announced at 2.8% for 2026. Pat and Jesse discuss this and what it means for its recipients in terms of taxes, inflation and more.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

Pat and Jesse compare a retirement plan to a big tradtional Thanksgiving dinner; equating which parts of the plan match up with the various dishes of the feast and how they all fit together, just like the big dinner from this past holiday weekend.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

A new survey indicates the majority of financial advisors are optimistic about the economic future. Pat and Jesse look at what is going on and how the headlines may try to lead people into thinking things are not as good as they really are. They also continue to emphasize the importance of having a plan to help mitigate any volatilty which could occur in the economy.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.