Purpose Driven Retirement Podcast

Purpose Driven Retirement Podcast

By Pat Couture and Jesse BeckerBusinessInvesting
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Purpose Driven Retirement Podcast episodes

  • Retirement Puzzle Cube
    Putting a retirement plan together can be like solving a puzzle - put the right pieces together and it fits. In this episode, Pat and Jesse discuss how to find the right pieces for any specific individual or couple, then put them in a plan that will fit the needs of that person or couple for their particular 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.
    29 min
  • Celebrate Your Financial Independence
    We just passed the Independence Day holiday - so why not celebrate your own financial independence? In this episode, Pat and Jesse discuss things people can do to work their way towards a retirement where their financial needs are met at every stage.

    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.
    29 min
  • Protected Income
    Everyone needs a certain amount of retirement income that is guaranteed and protected to cover daily fixed expenses. This could include Social Security and a pension for those who have one. But what about other ways this can be accomplished? Pat and Jesse discuss strategies available for folks who need to cover a potential income gap so they can live the lifestyle they desire.

    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.
    29 min
  • Four Questions About Retirement
    This is the first podcast with new host Danielle J. Martin. She, along with Pat and Jesse, discuss the four big questions people have about retirement planning - when can they retire, have they saved enough, will their money last, and will loved ones be okay if something happens. 

    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.
    28 min
  • Take Advantage of Lower Tax Rates Now
    Due to the sunset clause in the Tax Cuts and Jobs Act of 2017, federal tax rates will go up at the end of 2025, even if Congress does nothing. In this episode, Pat and Jesse discuss how tax planning can help you pay less in federal taxes in future years by paying them now at lower rates, potentially saving you thousands of dollars in the long run. 

    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.
    29 min
  • Is A Recession Coming?
    Experts are divided as to whether a recession is on the horizon. Pat and Jesse discuss this subject and take a look at how to be prepared with a plan whether one may or may not occur.

    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.
    28 min
  • Life Insurance As A Retirement Tool
    Life insurance can be a useful planning tool when it comes to retirement. Today Pat and Jesse discuss the various ways it can be used for this purpose, including adminstering a LIRP, or life insurance retirement plan, which uses universal and whole life policies if they meet the needs of a particular individual's situation.

    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.
    29 min
  • The Debt Outlook
    A recent article in Bloomberg showed the current record borrowing by the U.S. government is on what they termed "an unsustainable path" in 88% of the simulations run by their testing. Pat and Jesse discuss this debt and how servicing it by interest payments is consuming more and more of the revenue being brought itto Uncle Sam's coffers.

    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.
    28 min
  • Taxes in Retirement
    Taxes are on everyone's minds nowadays, and why not? A lot of retirement next egg money is contained in tax deferred accounts which people need to shell out to Uncle Sam from. Pat and Jesse discuss ways of proper tax planning which can help reduce the total amount you may owe the government. They also look at a proposal to possibly eliminate the so-called "back door Roth" conversion strategy for higher income earners which would make Roth conversions from a regular IRA to a Roth illegal if it passes in Congress.

    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.
    29 min
  • Our National Debt
    The U.S. national debt is, as of this publishing, $34 trillion and growing. It is presumed that taxes will be going up in the near future in hopes of trying to cut into this debt, not to mention funding future liabilities to programs such as Medicare and Social Security. Today Pat and Jesse explore the prospect of higher taxes, and what proper planning can do so that your fair share is legally lower than what you might expect without proper planning.

    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.
    29 min

About Purpose Driven Retirement Podcast

From the publisher's feed

A podcast version of the Purpose Driven Retirement radio program aired each Wednesday and Saturday night on WWIB-FM, Eau Claire, Wisconsin. Insurance products are offered through the insurance…