エピソード

  • Are We Headed For a Recession?

    Are We Headed For a Recession?
    2026/03/22
    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 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.
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    28 分
  • February 21-March 1 Headlines

    February 21-March 1 Headlines
    2026/03/14
    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.
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    30 分
  • Words of Wisdom

    Words of Wisdom
    2026/03/07
    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 for an initial consultation and the process to put a financial plan together for potential clients.

    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.
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    30 分
  • February 7-15 Headlines

    February 7-15 Headlines
    2026/02/21
    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.
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    30 分
  • Happy Valentine's Day

    Happy Valentine's Day
    2026/02/15
    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 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.
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    28 分
  • Could You Retire Early

    Could You Retire Early
    2026/02/08
    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 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.
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    28 分
  • 2026 Retirement Forecast

    2026 Retirement Forecast
    2026/02/01
    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, 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.
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    27 分
  • Drinking This Year's COLA

    Drinking This Year's COLA
    2026/01/18
    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