Year End Planning and Answering Questions

What this episode covers

Pat and Jesse review things you need to do at the end of the year financially to be ready for 2025, and they also answer listener questions from the mailbag.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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Frequently Asked Questions

How long is this episode of Purpose Driven Retirement Podcast?

This episode is 27 minutes long.

When was this Purpose Driven Retirement Podcast episode published?

This episode was published on December 19, 2024.

What is this episode about?

Pat and Jesse review things you need to do at the end of the year financially to be ready for 2025, and they also answer listener questions from the mailbag.The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with...

Can I download this Purpose Driven Retirement Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.