Episodios

  • Could You Retire Early

    Could You Retire Early
    Feb 8 2026
    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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
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    28 m
  • 2026 Retirement Forecast

    2026 Retirement Forecast
    Feb 1 2026
    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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
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    27 m
  • Drinking This Year's COLA

    Drinking This Year's COLA
    Jan 18 2026
    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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
    Más Menos
    28 m
  • 2026 Master Calendar

    2026 Master Calendar
    Jan 11 2026
    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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
    Más Menos
    28 m
  • Top Stories of 2025

    Top Stories of 2025
    Jan 4 2026
    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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
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    28 m
  • Retirement Naughty or Nice List

    Retirement Naughty or Nice List
    Dec 28 2025
    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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
    Más Menos
    28 m
  • Cutting Interest Rates

    Cutting Interest Rates
    Dec 21 2025
    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 Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
    Más Menos
    29 m
  • Advanced Planning Strategies

    Advanced Planning Strategies
    Dec 14 2025
    Pat and Jesse take a look at certain planning strategies fhat people can use at the end of 2025 to help mitigate taxes which many do-it-yourselfers may not know about, including tax loss harvesting or donor advised funds, and others.

    The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.
    Más Menos
    28 m