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  • Medicare Open Enrollment

    Medicare Open Enrollment
    2025/11/02
    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 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
  • Financial Planning Month

    Financial Planning Month
    2025/10/26
    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.
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    29 分
  • Social Security and Medicare

    Social Security and Medicare
    2025/10/19
    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 about what this covers and what changes you may need to make.
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    28 分
  • Health Care Costs

    Health Care Costs
    2025/10/12
    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.
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    28 分
  • Recent Events and Medicare Trivia

    Recent Events and Medicare Trivia
    2025/10/05
    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.
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    28 分
  • Retirement Puzzle Cube

    Retirement Puzzle Cube
    2025/09/28
    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.
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    28 分
  • Open Enrollment Is Coming Up

    Open Enrollment Is Coming Up
    2025/09/21
    October 15 is the start date for Medicare Open Enrollment, and today Jesse brings in Melody Schworoer from Keystone to discuss some of the upcoming changes to the program and what you may need to change in your plan during this period, which lasts through December 7th.
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    28 分
  • Four Retirement Unknowns

    Four Retirement Unknowns
    2025/09/14
    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.
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    28 分