Words of Wisdom cover art

Words of Wisdom

Words of Wisdom

Listen for free

View show details

About this listen

 Pat and Jesse open the show with some suggestions on how to handle the news about the current events in Iran and not let it affect your portfolio or your plan. Later they address a study showing less than a quarter of Americans having saved anywhere near enough for retirement and what they can do about it. In the second half of the show, they describe what it's like when someone contacts Keystone for an initial consultation and the process to put a financial plan together for potential clients.

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.
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.