Pat Couture and Jesse Becker
Purpose Driven Retirement Show
Keystone Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Keystone Financial are not affiliated companies. 1817923 - 8/21
Visita il sito del podcast e sostieni chi lo crea: www.spreaker.com
Autore
Pat Couture and Jesse Becker
Categoria
Sito del podcast
Ultimo episodio
26 set 2026
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Episodi
Retirement Regrets - January 29, 2025 30.01.2025 29:55
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,...
A New Administration - January 22, 2025 23.01.2025 29:55
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...
2025 Master Calendar - January 15, 2025 16.01.2025 29:55
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 to...
Retirement Preparation - January 1, 2025 02.01.2025 29:55
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 ta...
More Retirements Than Ever - December 25, 2024 26.12.2024 29:44
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 Reti...
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