Do you plan to move when you retire? If so there are things which need to be planned for such as a new residence, selling your old residence, taxes and more. Pat and Jesse address the many items to be addressed whether you are moving just a few miles away or cross country. 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.