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Purpose Driven Retirement Podcast episodes
- Spring Cleaning Your FinancesWe all go through spring cleaning around the house - so why not spring cleaning for your financial situation? Today Pat and Jesse discuss items you can take care of, such as updating your goals, reviewing bills and subscriptions to weed out things you aren't using, 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.28 min - Social Security True/FalseA recent survey showed that a majority of Americans ages 55-65 either failed or barely passed a true-false quiz on Social Security. In this episode, Pat and Jesse go over some of the questions included in this survey and give you the correct information on this popular program and how to use it to get the most from your benefits.
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.27 min - Beatlemania BoomersThis is the last group from the so-called Baby Boomer generation to hit retirement age, and they face a particular group of challenges related to market downturns in recent decades cutting into their retirement savings, especially in 2008 and 2020. Pat and Jesse discuss how these soon-to-be retirees can use certain strategies to help plan their retirements with the nest egg savings they have available.
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 - Ten Retirement ConcernsPat and Jesse go over some of the top concerns people have about retirement this year, including increasing Medicare premiums, if pensions are making a comeback and potential relocation sites 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.30 min - Ten Retirement ConcernsToday Pat and Jesse go over some of the top concerns people have about retirement for 2024, including increasing Medicare premiums, if pensions are making a comeback, potential retirement relocation sites, 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.29 min - Inflation OutlookInflation has been high recently - but what will happen with it for the coming year? Pat and Jesse take a look at what the economy may look like, not only regarding inflation but also interest rates and the increasing national debt.
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.27 min - Protected IncomeToday Pat and Jesse take a look at ways you can turn your retirement accounts into income that is consistent and guaranteed month after month, so that you can keep the lifestyle you want in retirement.29 min
- Retirement ChecklistPat and Jesse take a look at what a checklist should contain when it comes to retirement 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
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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…
business Keystone Financial. Keystone Financial 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 Keystone Financial are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Keystone Financial is not permitted to offer and no statement made during this podcast shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Keystone Financial. Any and all other services related to Open Heavens Guatemala are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management. Investment advisory services provided by AEWM. Keystone Financial, AEWM, and Keystone Tax LLC are all separate and not affiliated entities. AE Wealth Management LLC provides services without regard to religious affiliation and the views of individual advisors are not necessarily the views of AE Wealth Management. 2793017 - 12/24