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Retirement Planning Checklist

EPISODE · Dec 12, 2024 · 28 MIN

Retirement Planning Checklist

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

Pat and Jesse revisit Social Security in the first portion of this show, then they go over a list of items that need to be addressed in putting a retirement plan together.The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.

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Retirement Planning Checklist

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