Purpose Driven Retirement Podcast

Auteur(s): Pat Couture and Jesse Becker
Écouter gratuitement

  • Résumé

  • 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 - 12/24
    Copyright Eric Pedersen
    Voir plus Voir moins
Finances personnelles Économie
Voir plus Voir moins
Épisodes
  • What Could Tax Rates Do?

    What Could Tax Rates Do?
    Feb 13 2025
    Republicans are trying to get new Cabinet officer appointments through the Senate, but what does this mean as far as taxes are concerned? Pat and Jesse take a look at what could happen if tax rates are allowed to go back to pre-2017 levels, which is what will happen if Congress doesn't act this year. They also look at the possibility of falling interest rates affecting various retirement instruments.
    Voir plus Voir moins
    28 min
  • The New Administration

    The New Administration
    Jan 23 2025
    What could happen with the presidency and both houses of Congress controlled by the Republicans? Pat and Jesse dive into this question as the policy ideas of the new administration are greatly different from those of the outgoing adminstration. They also tackle listener questions from the mailbag.
    Voir plus Voir moins
    28 min
  • 2025 Master Calendar

    2025 Master Calendar
    Jan 16 2025
    Pat and Jesse discuss important dates throughout the new year to be aware of for various financial necessities such as filing taxes, Medicare enrollment periods and more. They also take a look at resolutions you can make to help your finances throughout 2025.
    Voir plus Voir moins
    28 min

Ce que les auditeurs disent de Purpose Driven Retirement Podcast

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.

Évaluations sur Audible.ca

Évaluations sur Amazon.ca
Il n'y a pas encore de critiques pour ce titre.