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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

28:18

More On Medicare

Purpose Driven Retirement Podcast ·

2024/10/31

Jesse and Melody again discuss changes to Medicare, not only for 2025 but also what the program may look like going forward. Open Enrollment lasts a few more weeks, and they go over what eligibile people need to do before December 7th to get ready for the new year.

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28:41

Financial Regrets

Purpose Driven Retirement Podcast ·

2024/10/24

Most people have at least some regrets about what they have done at times with their money and investments. Today Jesse and Melody go over what some of these regrets are and how inflation has put a damper on trying to make up for some of these decisions.

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27:48

When You Eat Better, You Feel Better

Purpose Driven Retirement Podcast ·

2024/10/17

In the first portion of the podcast, Pat talks with local farmer Terry Miller about an upcoming workshop on organic food. Then Jesse and Melody come in to answer listener questions.

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28:11

A Closer Look at Social Security

Purpose Driven Retirement Podcast ·

2024/10/10

A new survey finds many Americans aren't sure about the status of Social Security and whether they can count on it being there for them in retirement. Pat and Jesse discuss this issue and why planning can result in the best way for folks to optimize their Social Security benefits. Melody joins them in the second half of the show for another look at Medicare Open Enrollment before the signing period begins next week.

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28:13

The State of Probate

Purpose Driven Retirement Podcast ·

2024/10/03

According to a recent study, most Americans don't understand basic facts surrounding probate, which could complicate matters when putting together an estate plan. Pat and Jesse take a look at this study and present the basic facts about the process and how it could cost you a lot if things are not planned properly. Melody joins Pat in the second half of the show to talk about the upcoming Medicare Open Enrollment.

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28:27

The Wealthiest Generation

Purpose Driven Retirement Podcast ·

2024/09/26

Millennials stand to become the wealthiest generation in history when they receive inherited money from their parents, the baby boomers, who are retiring now. Pat and Jesse look at how this group of people can benefit from this wealth, and ways it can be passed to them in the most efficient way possible, especially regarding taxes. In the second part of the podcast, Pat joins Melody Schwoerer to talk Medicare as open enrollment gets closer.

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27:39

The New Round of Retirees

Purpose Driven Retirement Podcast ·

2024/09/19

Pat and Jesse discuss the up and coming group of retirees at the end of the Baby Boomer generation, and the beginning of the Generation X group just starting to retire, and what needs to occur for each to get their plans ready. Melody joins Pat in the second portion of the show to answer listener questions.

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26:59

Open Enrollment Is Coming - September 11, 2024

Purpose Driven Retirement Podcast ·

2024/09/17

It's coming next month - Medicare Open Enrollment. In this episode, Jesse and Melody discuss changes to the program for 2025, and what to expect if you need to make changes to your plan.

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27:31

Make Your Money Work for You

Purpose Driven Retirement Podcast ·

2024/08/29

It's not what you make, it's what you keep that counts, and in retirement that is even more true. In this episode, Jesse and Melody discuss ways you can use your retirement nest egg to produce the income you need to make retirement work for you.

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27:11

Medicare Maze

Purpose Driven Retirement Podcast ·

2024/08/22

It's getting nearer to that time again - Medicare Open Enrollment is coming in just a few weeks. On this podcast, Jesse and Keystone insurance professional Melody Schworoer, who is also Jesse's sister, take you through some of the complex steps Medicare holds for new participants, and how you can make sure you get the plan that meets your needs.

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27:21

Planning For The Affluent

Purpose Driven Retirement Podcast ·

2024/08/15

Everyone wants more money in retirement, not less. Today Pat and Jesse take a look at what people with large retirement portfolios need to be aware of when planning for their retirement, especially when it comes to taxes. They also look at the econmic impact of the Olympic games in recent years, not just the one just concluded in Paris, and how these games may not be all they are cracked up to be for the host city or country.

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28:16

The Beginnings of Gen X Retirements

Purpose Driven Retirement Podcast ·

2024/08/08

The very first wave of so-called Generation X people are pulling the trigger on retirement. What do they need to do? Today Pat goes over some of the things they need to think about when they hit age 59 1/2, the age at which they can start to draw out money from retirement accounts without penalty, as well as looking further down the road to make sure they plan their retirements with taxes and other things in mind to help them keep more in their own pockets.

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28:49

Planning For Long Term Care

Purpose Driven Retirement Podcast ·

2024/08/02

Are you covered for the possibility of long term care expenses? Many people aren't, but in the event it becomes necessary, the cost can bankrupt anyone who isn't prepared. Today Pat goes over some strategies to help pay for these astronomically high costs for those who might need to find it necessary.

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28:10

Risks in Retirement

Purpose Driven Retirement Podcast ·

2024/07/25

There are risks to retiring which can include longevity, taxes and other factors that you can't always see coming. Today Pat and Jesse take a look at these and discuss how having a solid plan in place can help to deal with them.

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28:25

Retirement Puzzle Cube

Purpose Driven Retirement Podcast ·

2024/07/18

Putting a retirement plan together can be like solving a puzzle - put the right pieces together and it fits. In this episode, Pat and Jesse discuss how to find the right pieces for any specific individual or couple, then put them in a plan that will fit the needs of that person or couple for their particular retirement.

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28:02

Celebrate Your Financial Independence

Purpose Driven Retirement Podcast ·

2024/07/11

We just passed the Independence Day holiday - so why not celebrate your own financial independence? In this episode, Pat and Jesse discuss things people can do to work their way towards a retirement where their financial needs are met at every stage.

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28:09

Protected Income

Purpose Driven Retirement Podcast ·

2024/07/04

Everyone needs a certain amount of retirement income that is guaranteed and protected to cover daily fixed expenses. This could include Social Security and a pension for those who have one. But what about other ways this can be accomplished? Pat and Jesse discuss strategies available for folks who need to cover a potential income gap so they can live the lifestyle they desire.

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28:21

Four Retirement Unknowns

Purpose Driven Retirement Podcast ·

2024/06/27

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 might pop up as retirement goes along.

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27:50

Four Questions About Retirement

Purpose Driven Retirement Podcast ·

2024/06/24

This is the first podcast with new host Danielle J. Martin. She, along with Pat and Jesse, discuss the four big questions people have about retirement planning - when can they retire, have they saved enough, will their money last, and will loved ones be okay if something happens.

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28:26

Take Advantage of Lower Tax Rates Now

Purpose Driven Retirement Podcast ·

2024/05/23

Due to the sunset clause in the Tax Cuts and Jobs Act of 2017, federal tax rates will go up at the end of 2025, even if Congress does nothing. In this episode, Pat and Jesse discuss how tax planning can help you pay less in federal taxes in future years by paying them now at lower rates, potentially saving you thousands of dollars in the long run.

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94 results

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