Advanced Planning Strategies - December 10, 2025

from Purpose Driven Retirement Show · host Pat Couture and Jesse Becker

Pat and Jesse take a look at certain strategies you can use to help mitigate taxes for 2025 that most do-it-yourselfers may not know about or overlook, such as tax loss harvesting, donor advised funds and more.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.

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This episode is 29 minutes long.

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This episode was published on December 14, 2025.

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