5 Common Questions

“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.