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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

27:47

Is A Recession Coming?

Purpose Driven Retirement Podcast ·

2024/05/21

Experts are divided as to whether a recession is on the horizon. Pat and Jesse discuss this subject and take a look at how to be prepared with a plan whether one may or may not occur.

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28:11

Life Insurance As A Retirement Tool

Purpose Driven Retirement Podcast ·

2024/05/10

Life insurance can be a useful planning tool when it comes to retirement. Today Pat and Jesse discuss the various ways it can be used for this purpose, including adminstering a LIRP, or life insurance retirement plan, which uses universal and whole life policies if they meet the needs of a particular individual's situation.

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27:40

The Debt Outlook

Purpose Driven Retirement Podcast ·

2024/05/02

A recent article in Bloomberg showed the current record borrowing by the U.S. government is on what they termed "an unsustainable path" in 88% of the simulations run by their testing. Pat and Jesse discuss this debt and how servicing it by interest payments is consuming more and more of the revenue being brought itto Uncle Sam's coffers.

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28:26

Taxes in Retirement

Purpose Driven Retirement Podcast ·

2024/05/02

Taxes are on everyone's minds nowadays, and why not? A lot of retirement next egg money is contained in tax deferred accounts which people need to shell out to Uncle Sam from. Pat and Jesse discuss ways of proper tax planning which can help reduce the total amount you may owe the government. They also look at a proposal to possibly eliminate the so-called "back door Roth" conversion strategy for higher income earners which would make Roth conversions from a regular IRA to a Roth illegal if it passes

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28:14

Our National Debt

Purpose Driven Retirement Podcast ·

2024/05/02

The U.S. national debt is, as of this publishing, $34 trillion and growing. It is presumed that taxes will be going up in the near future in hopes of trying to cut into this debt, not to mention funding future liabilities to programs such as Medicare and Social Security. Today Pat and Jesse explore the prospect of higher taxes, and what proper planning can do so that your fair share is legally lower than what you might expect without proper planning.

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27:38

Spring Cleaning Your Finances

Purpose Driven Retirement Podcast ·

2024/04/01

We all go through spring cleaning around the house - so why not spring cleaning for your financial situation? Today Pat and Jesse discuss items you can take care of, such as updating your goals, reviewing bills and subscriptions to weed out things you aren't using, and more.

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26:55

Social Security True/False

Purpose Driven Retirement Podcast ·

2024/04/01

A recent survey showed that a majority of Americans ages 55-65 either failed or barely passed a true-false quiz on Social Security. In this episode, Pat and Jesse go over some of the questions included in this survey and give you the correct information on this popular program and how to use it to get the most from your benefits.

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27:49

Beatlemania Boomers

Purpose Driven Retirement Podcast ·

2024/03/19

This is the last group from the so-called Baby Boomer generation to hit retirement age, and they face a particular group of challenges related to market downturns in recent decades cutting into their retirement savings, especially in 2008 and 2020. Pat and Jesse discuss how these soon-to-be retirees can use certain strategies to help plan their retirements with the nest egg savings they have available.

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29:04

Ten Retirement Concerns

Purpose Driven Retirement Podcast ·

2024/03/19

Pat and Jesse go over some of the top concerns people have about retirement this year, including increasing Medicare premiums, if pensions are making a comeback and potential relocation sites for retirement.

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28:42

Ten Retirement Concerns

Purpose Driven Retirement Podcast ·

2024/03/13

Today Pat and Jesse go over some of the top concerns people have about retirement for 2024, including increasing Medicare premiums, if pensions are making a comeback, potential retirement relocation sites, and more.

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26:57

Inflation Outlook

Purpose Driven Retirement Podcast ·

2024/02/14

Inflation has been high recently - but what will happen with it for the coming year? Pat and Jesse take a look at what the economy may look like, not only regarding inflation but also interest rates and the increasing national debt.

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28:14

Protected Income

Purpose Driven Retirement Podcast ·

2024/02/14

Today Pat and Jesse take a look at ways you can turn your retirement accounts into income that is consistent and guaranteed month after month, so that you can keep the lifestyle you want in retirement.

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2024 Retirement Forecast

Purpose Driven Retirement Podcast ·

2024/02/14

This is the debut episode of the Purpose Driven Retirement Podcast. In this episode, Pat and Jesse look at the upcoming year and discuss what could happen going forward, inclluding inflation challenges, possible changes to Social Security and more.

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28:30

Retirement Checklist

Purpose Driven Retirement Podcast ·

2020/09/03

Pat and Jesse take a look at what a checklist should contain when it comes to retirement planning.

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94 results

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