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  • Can Tariffs Affect Your Retirement?

    Can Tariffs Affect Your Retirement?
    2025/07/31
    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.
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    29 分
  • Stressors and How to Plan Around Them

    Stressors and How to Plan Around Them
    2025/07/24
    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.
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    28 分
  • The Big Beautiful Law

    The Big Beautiful Law
    2025/07/17
    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.
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    29 分
  • Social Security and Volatility

    Social Security and Volatility
    2025/07/10
    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 Journey Ahead: Building A Retirement Road Map becoming available very shortly. Anyone interested in getting a copy can reserve one by contacting the Keystone Financial office.
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    29 分
  • Volatility and the Dirty Dozen

    Volatility and the Dirty Dozen
    2025/07/03
    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.
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    29 分
  • Risks in Retirement

    Risks in Retirement
    2025/06/26
    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.
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    28 分
  • Retirement Stressors

    Retirement Stressors
    2025/06/19
    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.
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    28 分
  • High Net Worth Planning and Income Planning

    High Net Worth Planning and Income Planning
    2025/06/12
    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.
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    28 分