About this episode

This episode explores the unseen risks and essential pillars of a retirement plan, emphasizing that true financial independence is about design rather than just numbers.

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.

People in this episode

Hosts: Pat Couture, Jesse Becker

Topics covered

• financial independence
• retirement planning
• financial uncertainty
• retirement design
• confidence in retirement

Keywords

• retirement
• financial planning
• independence
• savers
• confidence
• advice
• risks

Mentioned in this episode

Organizations: Keystone

Places: Eau Claire, Wisconsin

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