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PODCAST

Purpose Driven Retirement Show

Pat Couture and Jesse Becker

Keystone Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Keystone Financial are not affiliated companies. 1817923 - 8/21

business

All Episodes

29:38

Could You Retire Early - February 4, 2026

Purpose Driven Retirement Show ·

2026/02/08

How would you know if you could retire early? Pat and Jesse go over some steps to help determine how you can answer that question, including matters of debt, being satisified with what you have, living on less than what you bring in, and having multiple income streams available after you stop working.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to

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29:38

2026 Retirement Forecast - January 28, 2026

Purpose Driven Retirement Show ·

2026/02/01

Pat and Jesse look ahead to the rest of the year with various changes you need to know, including increased contribution limits for IRAs and 401Ks, new tax deductions, adjustments to Social Security and Medicare and more.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover in putting together plans

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29:51

Drinking This Year's COLA - January 14, 2026

Purpose Driven Retirement Show ·

2026/01/18

The Social Security Cost of Living Adjustment, or COLA, was recently announced at 2.8% for 2026. Pat and Jesse discuss this and what it means for its recipients in terms of taxes, inflation and more.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover in putting together plans which are individually

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29:38

2026 Master Calendar - January 7, 2026

Purpose Driven Retirement Show ·

2026/01/11

2026 is underway - and there are plenty of dates throughout the year that you need to keep in mind for various financial items. Pat and Jesse go over these and the importance of each so you can track your financial status throughout the coming year.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover

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29:38

Top Stories of 2025 - December 31, 2025

Purpose Driven Retirement Show ·

2026/01/04

The Big Beautiful Bill, tarriffs, government shutdowns - those were just some of the top financial news events of the past year. Pat and Jesse take a look back and relate how these things and others can affect a retiree's plan and how to best work around possible events to help keep your money secure.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to

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29:38

Retirement Naughty of Nice List - December 24, 2025

Purpose Driven Retirement Show ·

2025/12/28

Pat and Jesse take some scenarios and decide whether the person involved goes on the retirement naughty or nice list for Christmas. Then they look at some resolutions you can look at going into 2026 to help bolster your finances for retirement.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover in

en

29:38

Cutting Interest Rates - December 17, 2025

Purpose Driven Retirement Show ·

2025/12/21

The Federal Reserve cut interest rates a few weeks ago, and may extend those cuts further. Pat and Jesse take a look at what this could mean for the economy going forward, especially how it could affect retirees and how best to plan for it.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover in

en

29:48

Advanced Planning Strategies - December 10, 2025

Purpose Driven Retirement Show ·

2025/12/14

Pat and Jesse take a look at certain strategies you can use to help mitigate taxes for 2025 that most do-it-yourselfers may not know about or overlook, such as tax loss harvesting, donor advised funds and more.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover in putting together plans which are

en

29:38

Drinking This Year's COLA - December 3, 2025

Purpose Driven Retirement Show ·

2025/12/07

The Social Security Cost of Living Adjustment, or COLA, was recently announced at 2.8% for 2026. Pat and Jesse discuss this and what it means for its recipients in terms of taxes, inflation and more.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover in putting together plans which are individually

en

29:38

Happy Thanksgiving - November 26, 2025

Purpose Driven Retirement Show ·

2025/11/30

Pat and Jesse compare a retirement plan to a big tradtional Thanksgiving dinner; equating which parts of the plan match up with the various dishes of the feast and how they all fit together, just like the big dinner from this past holiday weekend.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover

en

29:38

What About the Future - November 19, 2025

Purpose Driven Retirement Show ·

2025/11/23

A new survey indicates the majority of financial advisors are optimistic about the economic future. Pat and Jesse look at what is going on and how the headlines may try to lead people into thinking things are not as good as they really are. They also continue to emphasize the importance of having a plan to help mitigate any volatilty which could occur in the economy.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin

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29:40

Medicare Decoded - November 12, 2025

Purpose Driven Retirement Show ·

2025/11/16

It's the middle of Open Enrollment for Medicare, and Keystone's insurance professional Melody Schworoer joins Jesse to go over all things Medicare and what you need to know concerning changes for 2026. The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover in putting together plans which are

en

29:38

Key Habits of Thriving Retirees - November 5, 2025

Purpose Driven Retirement Show ·

2025/11/09

Wealthier retirees seem to think differently when it comes to retirement planning. New host Nikki Vivas joins Pat and Jesse to discuss some of the patterns of these folks, including taking taxes into account as well as preserving their assets over time.The Purpose Driven Retirement Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to

en

29:38

Open Enrollment - October 29, 2025

Purpose Driven Retirement Show ·

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 Show features Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. This weekly program takes a look at topics related to retirement planning and all the necessary areas to cover in putting together plans which are

en

29:53

Financial Planning Month - October 22, 2025

Purpose Driven Retirement Show ·

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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29:38

Social Security and Medicare - October 15, 2025

Purpose Driven Retirement Show ·

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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29:38

Health Care Costs - October 8, 2025

Purpose Driven Retirement Show ·

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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29:51

Recent Events and Medicare Trivia - October 1, 2025

Purpose Driven Retirement Show ·

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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29:38

Retirement Puzzle Cube - September 24, 2025

Purpose Driven Retirement Show ·

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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29:38

Open Enrollment is Coming Up - September 17, 2025

Purpose Driven Retirement Show ·

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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57 results

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