Pat and Jesse discuss a recent survey where retirees mentioned various regrets they had about retirement, and the biggest of these was not having saved enough money. They also look at the new administration and what could happen going forward, especially as it involves taxes.
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.