『Purpose Driven Retirement Podcast』のカバーアート

Purpose Driven Retirement Podcast

Purpose Driven Retirement Podcast

著者： Pat Couture and Jesse Becker
無料で聴く

このコンテンツについて

 A podcast version of the Purpose Driven Retirement radio program aired each Wednesday and Saturday night on WWIB-FM, Eau Claire, Wisconsin. Insurance products are offered through the insurance business Keystone Financial. Keystone Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Keystone Financial are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Keystone Financial is not permitted to offer and no statement made during this podcast shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Keystone Financial. Any and all other services related to Open Heavens Guatemala are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management. Investment advisory services provided by AEWM. Keystone Financial, AEWM, and Keystone Tax LLC are all separate and not affiliated entities. AE Wealth Management LLC provides services without regard to religious affiliation and the views of individual advisors are not necessarily the views of AE Wealth Management. 2793017 - 12/24Copyright Eric Pedersen 個人ファイナンス 経済学
エピソード
  • Advanced Planning Strategies

    Advanced Planning Strategies
    2025/12/14
    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 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 couple.
    続きを読む 一部表示
    28 分
  • Drinking This Year's COLA

    Drinking This Year's COLA
    2025/12/07
    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 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 couple.
    続きを読む 一部表示
    28 分
  • Happy Thanksgiving

    Happy Thanksgiving
    2025/11/30
    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 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 couple.
    続きを読む 一部表示
    29 分
まだレビューはありません