Episodios

  • Four Retirement Unknowns

    Four Retirement Unknowns
    Sep 14 2025
    Pat and Jesse revisit four of the biggest unknown factors people have going into retirement, including how long they will live, tax rates, market performance and health care costs, and how to best plan for each going forward.
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    28 m
  • Addressing Your Strategy

    Addressing Your Strategy
    Sep 7 2025
    It may only be September, but now is a great time to access your end of year financial strategy. Pat and Jesse explain why doing it now can help you avoid the end of the year rush to get things done, and that you are prepared for 2026 with the perspective that fits your goals. They also talk about their new book The Journey Ahead: Building A Retirement Road Map, which is due any day in published form at the Keystone office.
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    28 m
  • Changing Interest Rates

    Changing Interest Rates
    Aug 31 2025
    Interest rates have stayed high, but will that remain the case? Many analysts think the Fed will start to bring them down in September, which could mean different things for retirees and their savings or investments. Pat and Jesse break these down and what they could mean in the future.
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    29 m
  • The Latest Financial News

    The Latest Financial News
    Aug 21 2025
    With tariffs still in the news, unemployment rising and more volatility in the market, concerns remain among retirees as to what they should be doing. Pat and Jesse take a look at the news and reiterate that having a plan and making adjustments as needed with the help of a trusted financial professional can help people tune out the news and stay with their planand enjoy retirement. They also introduce a new phone number and texting options to contract their office for more information - (715) 800-8060.
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    29 m
  • Are Yuor Financial Plans Ready?

    Are Yuor Financial Plans Ready?
    Aug 14 2025
    It's been hard to keep up with all the changes going on in the economy, so how can you be sure your retirement plan is doing the same? Pat and Jesse discuss how you can tell and, with the help of a trusted financial professional, stay on track with your plan through all the changes that have taken place and those that are to come.
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    29 m
  • The President vs. The Fed

    The President vs. The Fed
    Aug 7 2025
    President Trump and Federal Reserve Chairman Jerome Powell have been at odds lately over interest rates, and there appears to be no end in sight to the stalemate. Pat and Jesse take a look at the issue and how it can affect one's retirement plan, as well as the best ways to make sure your plan takes everything into account to avoid, as best as possible, the volatility caused by this issue and many others in the economy going forward.
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    28 m
  • Can Tariffs Affect Your Retirement?

    Can Tariffs Affect Your Retirement?
    Jul 31 2025
    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 m
  • Stressors and How to Plan Around Them

    Stressors and How to Plan Around Them
    Jul 24 2025
    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 m