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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,...
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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
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Episodios & Posts
Episodios
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26 SEP. 2026 · Could the U.S. national debt become your biggest retirement risk? With America’s IOUs soaring to $40 trillion, the Purpose Driven Retirement Show dives into the ripple effects hitting the average household—exploring why higher taxes may loom and which government promises stand on shaky ground. Discover how rising debt, government spending, and inflation could impact your long-term plans—and the crucial questions every retiree should be asking right now. But the story behind these staggering numbers might surprise you more than you think. 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 tailored to suit the needs of any particular individual or couple.
19 SEP. 2026 · "Can you believe the typical American worker has only $955 set aside for retirement?" Dive into the eye-opening truth behind America's savings shortfall, where debt and rising expectations shape financial futures. Uncover how daily choices and spending habits impact retirement dreams—and why Keystone’s focus on budgeting, stewardship, and community action offers insights you won’t soon forget. 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 tailored to suit the needs of any particular individual or couple.
5 SEP. 2026 · Why do Americans without children feel less certain about their financial futures—despite fewer expenses? This episode peels back the layers on an unexpected confidence gap in retirement and explores how talking openly about money, making plans, and embracing family might offer surprising advantages. Enjoy stories from summer adventures to international mission trips, all while learning why your approach to family and finances could change everything you thought you knew. Some myths will be challenged, but fresh perspectives await those open to the discussion. 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 tailored to suit the needs of any particular individual or couple.
29 AGO. 2026 · "Can the hardest-working savers become the unhappiest retirees?" This episode explores the surprising challenges people face when it's time to spend what they've carefully accumulated. Our hosts unravel the mental barriers behind letting go, share inspiring stories, and dig into how a written plan can transform the way retirees view their nest egg. The conversation teases financial insights, emotional reflections, and hidden risks—leaving listeners to wonder what truly matters most when it comes to enjoying 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 putting together plans which are individually tailored to suit the needs of any particular individual or couple.
22 AGO. 2026 · Does hitting the million-dollar mark mean you're set for retirement? Join Nikki Vivas with Jesse Becker and Pat Couture from Keystone as they unravel the truth behind retirement “magic numbers." Discover why your personal plan matters more than any milestone, and how mindset, spending, and customized strategies shape lasting financial confidence. Dive into stories, challenges, and surprising realities that might just reshape what you thought you knew about retiring “enough.” 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 tailored to suit the needs of any particular individual or couple.
8 AGO. 2026 · “Are you overwhelmed by all the choices facing you as retirement approaches?” From Social Security timing to Roth conversions and navigating withdrawals, this episode tackles the most pressing—and confusing—questions retirees bring to financial advisors. Discover the challenges even seasoned savers might overlook, get a glimpse into creating your own retirement roadmap, and learn why a single decision can make years of difference. Tune in for actionable insights and stories that shed light on what matters most as you chart your next steps. 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 tailored to suit the needs of any particular individual or couple.
1 AGO. 2026 · How do you know if your retirement account will actually fund the life you want? Many savers struggle to shift from diligently building their nest egg to confidently spending it. This episode dives into the real numbers behind retirement expenses—and the tough mindset shift so many face when it’s time to enjoy what they’ve saved. Discover the hidden factors, surprising challenges, and key strategies that make the difference between worrying about outliving your money and truly making the most of your golden years. 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 tailored to suit the needs of any particular individual or couple.
18 JUL. 2026 · What if true retirement readiness isn’t about your bank account, but your sense of purpose? This episode explores why stepping away from decades of work brings emotional challenges—and how discovering new meaning and identity is just as vital as financial security. Hear stories of personal transformation, unexpected storms, and inspiring acts of service that shine a light on what really fills your cup in retirement. The answers may be closer than you think, yet often overlooked until you pause and ask the “why” behind your next chapter. 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 tailored to suit the needs of any particular individual or couple.
11 JUL. 2026 · Is your retirement plan working as hard as you are this summer? As sunny days bring family gatherings and life changes, Nikki, Jesse, and Pat dig into the often-overlooked mid-year moves that can significantly impact your financial future. From hidden tax strategies and Social Security timing pitfalls, to making estate and long-term care planning less intimidating, this episode navigates the emotional side of money and the necessity of a personalized check-in. Discover which easy-to-miss factors could be shaping your next chapter—without ever revealing all the answers. 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 tailored to suit the needs of any particular individual or couple.
4 JUL. 2026 · What if your dream retirement wasn’t about a number, but a design? Many savers still feel financial uncertainty, even with solid nest eggs—why is true independence so elusive? This episode explores the unseen risks, overlooked conversations, and essential pillars of a retirement plan. Tune in to discover what’s often missing in “good advice,” and what it really means to retire with confidence and purpose—just as another Fourth of July approaches. 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 tailored to suit the needs of any particular individual or couple.
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,...
mostra más
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
mostra menos
Información
| Autor | Eric Pedersen |
| Organización | AE Media |
| Categorías | Economía y empresa |
| Página web | www.spreaker.com |
| jesse@keystonecv.com |
Copyright 2026 - Spreaker Inc. an iHeartMedia Company
