Purpose Driven Retirement Show

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...

Pat and Jesse take a look at the subject of tariffs and how they can affect portfolios, and also opportunities to work around their effects and the volatility in the market they can cause. 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 p...

Pat and Jesse revisit some of the various stress points that can cause people to question their retirement plans, and also how putting a specific plan together with the help of a financial professional can help relieve some of the stress involved. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This we...

The Big Beautiful Bill was signed into law by President Trump on July 4, and Pat and Jesse take a look at some of its provisions and how they will affect retirees. 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 neces...

Pat and Jesse look at a new report indicating Social Security may not be able to pay full benefits beginning in 2033, a full year earlier than previously indicated, and what to do to plan for this possibility if necessary. They also revisit market volatility and how having a plan can help people deal with the ups and downs of financial markets in their plan. Jesse also announces the new book The J...

Pat and Jesse revisit the subject of market volatility, which can pop up at any given time, as well as what's known as the Dirty Dozen, which are some of the major tax scams identified by the IRS trying to scam people out of money. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program tak...

Some of the biggest risks in retirement include longevity, taxes and having all your eggs in one basket. Pat and Jesse go over some of these risks and explain how they can keep your retirement from being everything it can be and how you can avoid them with proper planning. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wis...

Pat and Jesse take a look at some of the things that stress people out when it comes to their investments in their retirement accounts, especially as it relates to risk tolerance and how much they could potentially lose if the markets take a big downturn. They also answer some listener questions from the mailbag. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial a...

Pat and Jesse take a look first at specialized planning for so-called high net worth individuals, then dive into income planning as part of an overall retirement financial 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 related to retirement planning and...