Purpose Driven Retirement Show

The Republicans are now in charge of the presidency and both houses of Congress. What does this mean for your finances and retirement? Pat and Jesse take a look at what could happen in the coming months under this new government and how to plan for it. They also answer listener questions.

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

Pat and Jesse look at important dates you need to keep in mind for the year ahead, as well as some financial resolutions for 2025.

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

Pat and Jesse look at four areas of retirement planning that aren't known at the time the plan is made. These include future taxes and inflation, someone's health and longevity. Planning can help mitigate the potential effects of these unknowns so you can have confidence going forward in your plan.

Younger workers say they are not as well off as their parents when it comes to retirement planning. Pat and Jesse take a look at this subject and some possible reasons behind it. They also answer listener questions from the mailbag.

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

Baby boomers are retiring in record numbers, and are expected to continue this through 2027. How does this effect the overall economy? Pat and Jesse look at this and how it could affect business productivity, as well as what retirees can do to make sure their portfolios are protected from expected market volatility. They also answer some listener questions from the mailbag.

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