Mid-Year Check Up

Is your retirement plan working as hard as you are this summer? As sunny days bring family gatherings and life changes, Nikki, Jesse, and Pat dig into the often-overlooked mid-year moves that can significantly impact your financial future. From hidden tax strategies and Social Security timing pitfalls, to making estate and long-term care planning less intimidating, this episode navigates the emotional side of money and the necessity of a personalized check-in. Discover which easy-to-miss factors could be shaping your next chapter—without ever revealing all the answers.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.