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Financial Planning Month

EPISODE · Oct 26, 2025 · 28 MIN

Financial Planning Month

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

October is Financial Planning Month, and Pat and Jesse look at what financial planning really is, especially through the eyes of retirement planning and what it entails. Later, Melody joins the show and updates us on Medicare Open Enrollment, which continues through December 7th.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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Financial Planning Month

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