Pat and Jesse revisit the subject of retirement risks, including longevity, taxes, inflation and more. They also answer listener questions from the mailbag.

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.

One thing that is necessary in retirement planning is accounting for various expenses - not just your every day life necessities, but also the financial costs such as paying taxes, investment expenses and more. Pat and Jesse take a look at what these entail and some ways to save on these costs.

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.

These two subjects are subjects of endless talk and change in Washington, and retirees have plenty of questions surrounding each. Pat and Jesse discuss Social Security first, taking a look at what may happen in several years if the program reaches the point of not being able to pay all of its intended benefits. Then they dive into taxes and what could happen if Congress passes a new program where rates may change.

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.

President Trump is proposing a number of changes to the tax laws which could extend the Tax Cuts and Jobs Act passed during his first administration. It depends on Congress to take action this year, and Pat and Jesse discuss planning opportunities you can make even before any action is taken to help lessen the tax bill you could have in 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.

Pat and Jesse discuss three of the issues that will be hot topics for the bulk of this year - inflation, market volatility and Social Security.

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.

Republicans are trying to get new Cabinet officer appointments through the Senate, but what does this mean as far as taxes are concerned? Pat and Jesse take a look at what could happen if tax rates are allowed to go back to pre-2017 levels, which is what will happen if Congress doesn't act this year. They also look at the possibility of falling interest rates affecting various retirement instruments.

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.

What could happen with the presidency and both houses of Congress controlled by the Republicans? Pat and Jesse dive into this question as the policy ideas of the new administration are greatly different from those of the outgoing adminstration. They also tackle listener questions from the mailbag.

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 discuss important dates throughout the new year to be aware of for various financial necessities such as filing taxes, Medicare enrollment periods and more. They also take a look at resolutions you can make to help your finances throughout 2025.

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.

There are four areas of retirement planning where situations aren't exactly known because they need to take potential future situations into account. These include health care, longevity and taxes. Pat and Jesse take a look at each of these areas and discuss how planning can help provide money for the scenarios that may pop up as retirement goes along.

Pat and Jesse discuss the importance of having a plan in place as it relates to potential volatility in the stock market. They also answer listener questions from the mailbag.

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.