Episodes

  • Health Care Costs

    Health Care Costs
    Oct 12 2025
    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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    28 mins
  • Recent Events and Medicare Trivia

    Recent Events and Medicare Trivia
    Oct 5 2025
    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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    28 mins
  • Retirement Puzzle Cube

    Retirement Puzzle Cube
    Sep 28 2025
    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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    28 mins
  • Open Enrollment Is Coming Up

    Open Enrollment Is Coming Up
    Sep 21 2025
    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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    28 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins