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PODCAST

Purpose Driven Retirement Podcast

Pat Couture and Jesse Becker

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

business investing

All Episodes

27:37

Taxes in Retirement

Purpose Driven Retirement Podcast ·

2025/04/10

Many retirees assume they will pay less in taxes in retirement because they've stopped working, but that may not be the case. Pat and Jesse take a deep dive into the way tax rates on retirement income can affect not just what you pay on withdrawals, but also on Social Security, Medicare premiums and more. They also discuss how tax planning can help possibly lower the amount you legally owe.

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28:21

Where Do You Live?

Purpose Driven Retirement Podcast ·

2025/03/27

Pat and Jesse revisit a couple of subjects, including deciding where you want to live in retirement. Is it where you currently are, or someplace different? They also go over the kinds of questions you need to ask to help you determine the answers you need. Then Pat goes over a retirement checklist to make sure you have everything necessary for your retirement plan.

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26:22

Risks and Questions

Purpose Driven Retirement Podcast ·

2025/03/20

Pat and Jesse revisit the subject of retirement risks, including longevity, taxes, inflation and more. They also answer listener questions from the mailbag.

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27:44

The Hidden Costs of Retirement

Purpose Driven Retirement Podcast ·

2025/03/13

One thing that is necessary in retirement planning is accounting for various expenses - not just your every day life necessities, but also the financial costs such as paying taxes, investment expenses and more. Pat and Jesse take a look at what these entail and some ways to save on these costs.

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28:08

Social Security and Taxes

Purpose Driven Retirement Podcast ·

2025/03/06

These two subjects are subjects of endless talk and change in Washington, and retirees have plenty of questions surrounding each. Pat and Jesse discuss Social Security first, taking a look at what may happen in several years if the program reaches the point of not being able to pay all of its intended benefits. Then they dive into taxes and what could happen if Congress passes a new program where rates may change.

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27:33

What Could Happen with Taxes?

Purpose Driven Retirement Podcast ·

2025/02/27

President Trump is proposing a number of changes to the tax laws which could extend the Tax Cuts and Jobs Act passed during his first administration. It depends on Congress to take action this year, and Pat and Jesse discuss planning opportunities you can make even before any action is taken to help lessen the tax bill you could have in retirement.

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28:03

What to Expect For 2025

Purpose Driven Retirement Podcast ·

2025/02/20

Pat and Jesse discuss three of the issues that will be hot topics for the bulk of this year - inflation, market volatility and Social Security.

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28:01

What Could Tax Rates Do?

Purpose Driven Retirement Podcast ·

2025/02/13

Republicans are trying to get new Cabinet officer appointments through the Senate, but what does this mean as far as taxes are concerned? Pat and Jesse take a look at what could happen if tax rates are allowed to go back to pre-2017 levels, which is what will happen if Congress doesn't act this year. They also look at the possibility of falling interest rates affecting various retirement instruments.

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Retirement Regrets

Purpose Driven Retirement Podcast ·

2025/01/30

Today Pat and Jesse take a look at some of the regrets people have after they've already retired, with the number one regret is not having saved enough money. They also look at what could happen in Washington with a new administration, especially as it involves taxes going forward.

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27:54

The New Administration

Purpose Driven Retirement Podcast ·

2025/01/23

What could happen with the presidency and both houses of Congress controlled by the Republicans? Pat and Jesse dive into this question as the policy ideas of the new administration are greatly different from those of the outgoing adminstration. They also tackle listener questions from the mailbag.

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27:54

2025 Master Calendar

Purpose Driven Retirement Podcast ·

2025/01/16

Pat and Jesse discuss important dates throughout the new year to be aware of for various financial necessities such as filing taxes, Medicare enrollment periods and more. They also take a look at resolutions you can make to help your finances throughout 2025.

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28:06

Four Retirement Unknowns

Purpose Driven Retirement Podcast ·

2025/01/09

There are four areas of retirement planning where situations aren't exactly known because they need to take potential future situations into account. These include health care, longevity and taxes. Pat and Jesse take a look at each of these areas and discuss how planning can help provide money for the scenarios that may pop up as retirement goes along.

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27:03

Be Prepared for Market Volatility

Purpose Driven Retirement Podcast ·

2024/12/26

Pat and Jesse discuss the importance of having a plan in place as it relates to potential volatility in the stock market. They also answer listener questions from the mailbag.

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27:49

Year End Planning and Answering Questions

Purpose Driven Retirement Podcast ·

2024/12/19

Pat and Jesse review things you need to do at the end of the year financially to be ready for 2025, and they also answer listener questions from the mailbag.

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28:01

Retirement Planning Checklist

Purpose Driven Retirement Podcast ·

2024/12/12

Pat and Jesse revisit Social Security in the first portion of this show, then they go over a list of items that need to be addressed in putting a retirement plan together.

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28:43

End of Year Checklist

Purpose Driven Retirement Podcast ·

2024/12/05

Pat and Jesse take a look at what to do financially before 2024 ends, then Melody joins Jesse to take a final look at Medicare before the open enrollment period ends December 7th.

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28:31

Social Security and Medicare

Purpose Driven Retirement Podcast ·

2024/11/28

In the first portion of the podcast, Pat and Jesse take a look at Social Security and its future, and what could happen if the trust fund would run out of money in the early 2030s. Then Jesse and Melody again visit Medicare and what to get done before Open Enrollment ends December 7th.

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27:53

Election Analysis

Purpose Driven Retirement Podcast ·

2024/11/21

Pat and Jesse take a look ahead at what may happen now that Donald Trump has been re-elected to the presidency beginning in early 2025, especially as it concerns taxes.

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28:20

Open Heavens Guatemala

Purpose Driven Retirement Podcast ·

2024/11/14

Pat interviews his sister Michelle Couture, who recently took a trip to Guatemala on behalf of the Open Heavens Guatemala project and provides an update on their progress. Pat will lead a group of some two dozen volunteers on a mission trip there in early December. He and Jesse spend the second part of the show answering listener questions.

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28:18

Retirement Preparation

Purpose Driven Retirement Podcast ·

2024/11/07

More and more Americans, according to a new survey, fell they aren't as well off in planning for retirement than their parents were. Pat and Jesse discuss the differences between planning today as opposed to past generations, some of the factors involved, and how to stay ahead as much as possible. Later, Melody joins them to discuss Medicare as the open enrollment period gets into its final month for 2024.

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94 results

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