Purpose Driven Retirement Podcast

By: Pat Couture and Jesse Becker
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  • Summary

  • A podcast version of the Purpose Driven Retirement radio program aired each Wednesday and Saturday night on WWIB-FM, Eau Claire, Wisconsin.
    2024
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Economics Personal Finance
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Episodes
  • The Wealthiest Generation

    The Wealthiest Generation
    Sep 26 2024

    Millennials stand to become the wealthiest generation in history when they receive inherited money from their parents, the baby boomers, who are retiring now. Pat and Jesse look at how this group of people can benefit from this wealth, and ways it can be passed to them in the most efficient way possible, especially regarding taxes. In the second part of the podcast, Pat joins Melody Schwoerer to talk Medicare as open enrollment gets closer.
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    28 mins
  • The New Round of Retirees

    The New Round of Retirees
    Sep 19 2024

    Pat and Jesse discuss the up and coming group of retirees at the end of the Baby Boomer generation, and the beginning of the Generation X group just starting to retire, and what needs to occur for each to get their plans ready. Melody joins Pat in the second portion of the show to answer listener questions.
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    28 mins
  • Open Enrollment Is Coming - September 11, 2024

    Open Enrollment Is Coming - September 11, 2024
    Sep 17 2024

    It's coming next month - Medicare Open Enrollment. In this episode, Jesse and Melody discuss changes to the program for 2025, and what to expect if you need to make changes to your plan.
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    27 mins

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