Purpose Driven Retirement Podcast

First Pat and Jesse take a look at recent stock market volatility and address some common questions they receive concerning it. Then they look at the so-called Dirty Dozen, which is what the Internal Revenue Service refers to regarding various scams involving alleged unpaid taxes and related items scammers use to try and get money. The Purpose Driven Retirement Podcast is the podcast version of th...

Volatility is back and has been for much of 2025 to date. Pat and Jesse discuss why it is important for retirees to be proactive with their plan in times like this, but not to the extent of trying to time the market, which usually doesn't work out well for many investors. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financ...

Some economists think a recession is coming later this year. Pat and Jesse discuss this possibility, as well as recurring market volatility and how a written financial plan can help you weather either of these scenarios. 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...

There are risks to retiring which can include longevity, taxes and other factors that you can't always see coming. Today Pat and Jesse take a look at these and discuss how having a solid plan in place can help to deal with them. 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, W...

Many retirees assume they will pay less in taxes in retirement because they've stopped working, but that may not be the case. Pat and Jesse take a deep dive into the way tax rates on retirement income can affect not just what you pay on withdrawals, but also on Social Security, Medicare premiums and more. They also discuss how tax planning can help possibly lower the amount you legally owe. The Pu...

Pat and Jesse revisit a couple of subjects, including deciding where you want to live in retirement. Is it where you currently are, or someplace different? They also go over the kinds of questions you need to ask to help you determine the answers you need. Then Pat goes over a retirement checklist to make sure you have everything necessary for your retirement plan. The Purpose Driven Retirement Po...

Pat and Jesse revisit the subject of retirement risks, including longevity, taxes, inflation and more. They also answer listener questions from the mailbag. 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 retir...

One thing that is necessary in retirement planning is accounting for various expenses - not just your every day life necessities, but also the financial costs such as paying taxes, investment expenses and more. Pat and Jesse take a look at what these entail and some ways to save on these costs. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture a...

These two subjects are subjects of endless talk and change in Washington, and retirees have plenty of questions surrounding each. Pat and Jesse discuss Social Security first, taking a look at what may happen in several years if the program reaches the point of not being able to pay all of its intended benefits. Then they dive into taxes and what could happen if Congress passes a new program where...

President Trump is proposing a number of changes to the tax laws which could extend the Tax Cuts and Jobs Act passed during his first administration. It depends on Congress to take action this year, and Pat and Jesse discuss planning opportunities you can make even before any action is taken to help lessen the tax bill you could have in retirement. The Purpose Driven Retirement Podcast is the podc...

Pat and Jesse discuss three of the issues that will be hot topics for the bulk of this year - inflation, market volatility and Social Security. 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 plannin...

Republicans are trying to get new Cabinet officer appointments through the Senate, but what does this mean as far as taxes are concerned? Pat and Jesse take a look at what could happen if tax rates are allowed to go back to pre-2017 levels, which is what will happen if Congress doesn't act this year. They also look at the possibility of falling interest rates affecting various retirement instrumen...

What could happen with the presidency and both houses of Congress controlled by the Republicans? Pat and Jesse dive into this question as the policy ideas of the new administration are greatly different from those of the outgoing adminstration. They also tackle listener questions from the mailbag. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Coutur...

Pat and Jesse discuss important dates throughout the new year to be aware of for various financial necessities such as filing taxes, Medicare enrollment periods and more. They also take a look at resolutions you can make to help your finances throughout 2025. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors...

Pat and Jesse discuss the importance of having a plan in place as it relates to potential volatility in the stock market. They also answer listener questions from the mailbag. 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 topi...

Pat and Jesse review things you need to do at the end of the year financially to be ready for 2025, and they also answer listener questions from the mailbag. 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 reti...

Pat and Jesse revisit Social Security in the first portion of this show, then they go over a list of items that need to be addressed in putting a retirement plan together. 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 r...

Pat and Jesse take a look at what to do financially before 2024 ends, then Melody joins Jesse to take a final look at Medicare before the open enrollment period ends December 7th. 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...

In the first portion of the podcast, Pat and Jesse take a look at Social Security and its future, and what could happen if the trust fund would run out of money in the early 2030s. Then Jesse and Melody again visit Medicare and what to get done before Open Enrollment ends December 7th. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse...

Pat and Jesse take a look ahead at what may happen now that Donald Trump has been re-elected to the presidency beginning in early 2025, especially as it concerns taxes. 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 rela...

Pat interviews his sister Michelle Couture, who recently took a trip to Guatemala on behalf of the Open Heavens Guatemala project and provides an update on their progress. Pat will lead a group of some two dozen volunteers on a mission trip there in early December. He and Jesse spend the second part of the show answering listener questions. The Purpose Driven Retirement Podcast is the podcast vers...

More and more Americans, according to a new survey, fell they aren't as well off in planning for retirement than their parents were. Pat and Jesse discuss the differences between planning today as opposed to past generations, some of the factors involved, and how to stay ahead as much as possible. Later, Melody joins them to discuss Medicare as the open enrollment period gets into its final month...

Jesse and Melody again discuss changes to Medicare, not only for 2025 but also what the program may look like going forward. Open Enrollment lasts a few more weeks, and they go over what eligibile people need to do before December 7th to get ready for the new year. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial adv...

Most people have at least some regrets about what they have done at times with their money and investments. Today Jesse and Melody go over what some of these regrets are and how inflation has put a damper on trying to make up for some of these decisions. The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with...

In the first portion of the podcast, Pat talks with local farmer Terry Miller about an upcoming workshop on organic food. Then Jesse and Melody come in to answer listener questions. 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 a...