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Purpose Driven Retirement Podcast

Purpose Driven Retirement Podcast

Auteur(s): Pat Couture and Jesse Becker
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À propos de cet audio

 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 Investment Advisor requirements. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Keystone Financial is not permitted to offer and no statement made during this podcast shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Keystone Financial. Any and all other services related to Open Heavens Guatemala are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management. Investment advisory services provided by AEWM. Keystone Financial, AEWM, and Keystone Tax LLC are all separate and not affiliated entities. AE Wealth Management LLC provides services without regard to religious affiliation and the views of individual advisors are not necessarily the views of AE Wealth Management. 2793017 - 12/24Copyright Eric Pedersen Finances personnelles Économie
Épisodes
  • Medicare Decoded

    Medicare Decoded
    Nov 16 2025
    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 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 min
  • Patterns of Wealthier Retirees

    Patterns of Wealthier Retirees
    Nov 9 2025
    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 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.
    Voir plus Voir moins
    27 min
  • Medicare Open Enrollment

    Medicare Open Enrollment
    Nov 2 2025
    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 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.
    Voir plus Voir moins
    27 min
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