Purpose Driven Retirement Show

Could the U.S. national debt become your biggest retirement risk? With America’s IOUs soaring to $40 trillion, the Purpose Driven Retirement Show dives into the ripple effects hitting the average household—exploring why higher taxes may loom and which government promises stand on shaky ground. Discover how rising debt, government spending, and inflation could impact your long-term plans—and the cr...

"Can you believe the typical American worker has only $955 set aside for retirement?" Dive into the eye-opening truth behind America's savings shortfall, where debt and rising expectations shape financial futures. Uncover how daily choices and spending habits impact retirement dreams—and why Keystone’s focus on budgeting, stewardship, and community action offers insights you won’t soon forget. The...

Why do Americans without children feel less certain about their financial futures—despite fewer expenses? This episode peels back the layers on an unexpected confidence gap in retirement and explores how talking openly about money, making plans, and embracing family might offer surprising advantages. Enjoy stories from summer adventures to international mission trips, all while learning why your a...

"Can the hardest-working savers become the unhappiest retirees?" This episode explores the surprising challenges people face when it's time to spend what they've carefully accumulated. Our hosts unravel the mental barriers behind letting go, share inspiring stories, and dig into how a written plan can transform the way retirees view their nest egg. The conversation teases financial insights, emoti...

Does hitting the million-dollar mark mean you're set for retirement? Join Nikki Vivas with Jesse Becker and Pat Couture from Keystone as they unravel the truth behind retirement “magic numbers." Discover why your personal plan matters more than any milestone, and how mindset, spending, and customized strategies shape lasting financial confidence. Dive into stories, challenges, and surprising reali...

“Are you overwhelmed by all the choices facing you as retirement approaches?” From Social Security timing to Roth conversions and navigating withdrawals, this episode tackles the most pressing—and confusing—questions retirees bring to financial advisors. Discover the challenges even seasoned savers might overlook, get a glimpse into creating your own retirement roadmap, and learn why a single deci...

How do you know if your retirement account will actually fund the life you want? Many savers struggle to shift from diligently building their nest egg to confidently spending it. This episode dives into the real numbers behind retirement expenses—and the tough mindset shift so many face when it’s time to enjoy what they’ve saved. Discover the hidden factors, surprising challenges, and key strategi...

What if true retirement readiness isn’t about your bank account, but your sense of purpose? This episode explores why stepping away from decades of work brings emotional challenges—and how discovering new meaning and identity is just as vital as financial security. Hear stories of personal transformation, unexpected storms, and inspiring acts of service that shine a light on what really fills your...

Is your retirement plan working as hard as you are this summer? As sunny days bring family gatherings and life changes, Nikki, Jesse, and Pat dig into the often-overlooked mid-year moves that can significantly impact your financial future. From hidden tax strategies and Social Security timing pitfalls, to making estate and long-term care planning less intimidating, this episode navigates the emoti...

What if your dream retirement wasn’t about a number, but a design? Many savers still feel financial uncertainty, even with solid nest eggs—why is true independence so elusive? This episode explores the unseen risks, overlooked conversations, and essential pillars of a retirement plan. Tune in to discover what’s often missing in “good advice,” and what it really means to retire with confidence and...

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 digs 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 Show features Pat Couture...

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm....

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 Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at to...

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 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.