Purpose Driven Retirement Show

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.

How would you know if you could retire early? Pat and Jesse go over some steps to help determine how you can answer that question, including matters of debt, being satisified with what you have, living on less than what you bring in, and having multiple income streams available after you stop working. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with...

Pat and Jesse look ahead to the rest of the year with various changes you need to know, including increased contribution limits for IRAs and 401Ks, new tax deductions, adjustments to Social Security and Medicare and more. 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...

The Social Security Cost of Living Adjustment, or COLA, was recently announced at 2.8% for 2026. Pat and Jesse discuss this and what it means for its recipients in terms of taxes, inflation and more. 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 r...

2026 is underway - and there are plenty of dates throughout the year that you need to keep in mind for various financial items. Pat and Jesse go over these and the importance of each so you can track your financial status throughout the coming year. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This...

The Big Beautiful Bill, tarriffs, government shutdowns - those were just some of the top financial news events of the past year. Pat and Jesse take a look back and relate how these things and others can affect a retiree's plan and how to best work around possible events to help keep your money secure. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with...

Pat and Jesse take some scenarios and decide whether the person involved goes on the retirement naughty or nice list for Christmas. Then they look at some resolutions you can look at going into 2026 to help bolster your finances for retirement. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekl...

The Federal Reserve cut interest rates a few weeks ago, and may extend those cuts further. Pat and Jesse take a look at what this could mean for the economy going forward, especially how it could affect retirees and how best to plan for it. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly pr...

Pat and Jesse take a look at certain strategies you can use to help mitigate taxes for 2025 that most do-it-yourselfers may not know about or overlook, such as tax loss harvesting, donor advised funds and more. 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 r...

Pat and Jesse compare a retirement plan to a big tradtional Thanksgiving dinner; equating which parts of the plan match up with the various dishes of the feast and how they all fit together, just like the big dinner from this past holiday weekend. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This we...

A new survey indicates the majority of financial advisors are optimistic about the economic future. Pat and Jesse look at what is going on and how the headlines may try to lead people into thinking things are not as good as they really are. They also continue to emphasize the importance of having a plan to help mitigate any volatilty which could occur in the economy. The Purpose Driven Retirement...

It's the middle of Open Enrollment for Medicare, and Keystone's insurance professional Melody Schworoer joins Jesse to go over all things Medicare and what you need to know concerning changes for 2026.  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 t...

Wealthier retirees seem to think differently when it comes to retirement planning. New host Nikki Vivas joins Pat and Jesse to discuss some of the patterns of these folks, including taking taxes into account as well as preserving their assets over time. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. T...

Open Enrollment for Medicare is going on through December 7th, and Jesse brings in Keystone's Melody Schworoer to discuss upcoming changes and what you might need to look at for your Medicare situation for 2026. 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...

October is Financial Planning Month, and Pat and Jesse look at what financial planning really is, especially through the eyes of retirement planning and what it entails. Later, Melody joins the show and updates us on Medicare Open Enrollment, which continues through December 7th. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Clai...

The Social Security Cost of Living Adjustment is about to be announced for 2026, but will it keep up with inflation? Pat and Jesse discuss how it doesn't always do this and how to stay ahead of inflation with a proper plan that takes Social Security and all other retirement savings plans into account. Later Melody Schworoer joins Jesse to discuss Medicare Open Enrollment and answers some questions...

Health care costs continue to rise, and new studies show people aren't always planning for this. Pat and Jesse delve into the importance of making sure this area is accounted for in a solid retirement plan.  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 rela...

Pat and Jesse take a look at recent events, including the murder of conservative activist Charlie Kirk on a college campus in Utah. Then Melody joins Jesse later in the show for Medicare Trivia as Open Enrollment begins later this month. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly progr...

Retirement planning can be like trying to solve a puzzle cube with all the different directions, twists and turns sometimes needed to put it together. Pat and Jesse take a look at some of the areas where a solid plan can help solve your specific puzzle so you can enjoy your post-working years. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keyston...

Pat and Jesse revisit four of the biggest unknown factors people have going into retirement, including how long they will live, tax rates, market performance and health care costs, and how to best plan for each going forward. 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 l...

It may only be September, but now is a great time to access your end of year financial strategy. Pat and Jesse explain why doing it now can help you avoid the end of the year rush to get things done, and that you are prepared for 2026 with the perspective that fits your goals. They also talk about their new book The Journey Ahead: Building A Retirement Road Map, which is due any day in published f...

Interest rates have stayed high, but will that remain the case? Many analysts think the Fed will start to bring them down in September, which could mean different things for retirees and their savings or investments. Pat and Jesse break these down and what they could mean in the future. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an E...

With tariffs still in the news, unemployment rising and more volatility in the market, concerns remain among retirees as to what they should be doing. Pat and Jesse take a look at the news and reiterate that having a plan and making adjustments as needed with the help of a trusted financial professional can help people tune out the news and stay with their planand enjoy retirement. They also intro...

It's been hard to keep up with all the changes going on in the economy, so how can you be sure your retirement plan is doing the same? Pat and Jesse discuss how you can tell and, with the help of a trusted financial professional, stay on track with your plan through all the changes that have taken place and those that are to come.  The Purpose Driven Retirement Show features Pat Couture and Jesse...

President Trump and Federal Reserve Chairman Jerome Powell have been at odds lately over interest rates, and there appears to be no end in sight to the stalemate. Pat and Jesse take a look at the issue and how it can affect one's retirement plan, as well as the best ways to make sure your plan takes everything into account to avoid, as best as possible, the volatility caused by this issue and many...