Purpose Driven Retirement Podcast

Inflation had been falling, but the latest report shows a 4.2% increase over the past year ending in May, the highest in three years. Jesse and Cortland dig deeper into the data and shows how a stress test for your plan can help determine if you are in the best position to fight inflation, as well as other factors which could erode your purchasing power. The Purpose Driven Retirement Podcast is th...

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

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

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

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

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

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

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

With a recent surge in oil prices, prediction markets show a greater chance of a recession than there has been in a long time. Pat and Jesse take a look at several factors and suggest some ways to help protect your savings if a market draw down may occur. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with...

Some people may be a millionaire and no one around them may know it. Pat and Jesse talk about what makes people a net worth millionaire and how they got there, and some of the strategies to use to help along the way. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin bas...

Pat and Jesse open the show with some suggestions on how to handle the news about the current events in Iran and not let it affect your portfolio or your plan. Later they address a study showing less than a quarter of Americans having saved anywhere near enough for retirement and what they can do about it. In the second half of the show, they describe what it's like when someone contacts Keystone...

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

It's Valentine's Week, and couples do, of course, look forward to spending their golden years together. But do they retire at the same time? A recent survey says no - and Pat and Jesse break it down as to why this is, as well as why planning for each other's retirement - whenever it occurs - makes the transition easier on both partners. The Purpose Driven Retirement Podcast is the podcast version...

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 Podcast is the podcast version of the weekly radio show with Pat Co...

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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsi...

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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The prog...

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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keyst...

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 Podcast is the podcast version of the weekly radio show with Pat Co...

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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone,...

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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an E...

Pat and Jesse take a look at certain planning strategies fhat people can use at the end of 2025 to help mitigate taxes which many do-it-yourselfers may not know about, including tax loss harvesting or donor advised funds, and others. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Clai...

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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keyston...

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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The p...

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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with K...