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Spring Cleaning Your Finances

EPISODE · Apr 1, 2024 · 27 MIN

Spring Cleaning Your Finances

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

We all go through spring cleaning around the house - so why not spring cleaning for your financial situation? Today Pat and Jesse discuss items you can take care of, such as updating your goals, reviewing bills and subscriptions to weed out things you aren't using, and more.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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Spring Cleaning Your Finances

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