Episodios

  • High Net Worth Planning and Income Planning

    High Net Worth Planning and Income Planning
    Jun 12 2025
    Pat and Jesse take a look first at specialized planning for so-called high net worth individuals, then dive into income planning as part of an overall retirement financial plan.
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    28 m
  • Protected Income

    Protected Income
    Jun 5 2025
    Today Pat and Jesse take a look at ways you can turn your retirement accounts into income that is consistent and guaranteed month after month, so that you can keep the lifestyle you want in retirement.
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    29 m
  • Ready For Arena Football?

    Ready For Arena Football?
    May 29 2025
    The Eau Claire Axemen are making their debut in June for Arena Football, and Keystone Financial is an Opening Night sponsor. Pat talks with team general manager Rich Mayne about the team and the events leading up to the opening game and the season ahead. In the second part of the show, Pat is joined by Melody Schwoerer to review Medicare and set things up for this fall's open enrollment.
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    29 m
  • What Is Stagflation?

    What Is Stagflation?
    May 22 2025
    Pat and Jesse deal with an issue that hasn't been around much in recent years but could be on the horizon - stagflation, a combination of inflation in a stagnant economy. They discuss how it could possibly affect you and your retirement horizons if it gets bad enough. In the second part of the show, they talk about what ti's like to come into their office for a visit and the process of working with Keystone to put together a written financial plan for retirement.
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    28 m
  • Taxes in Retirement

    Taxes in Retirement
    May 15 2025
    Taxes are not anyone's favorite subject, but they must be dealt with in retirement - and perhaps even more so because of how retirement accounts are taxed. Pat and Jesse discuss the subject from many angles and the need for anyone to be prepared for paying Uncle Sam, as well as ways to plan for doing so that could lessen the amount you may owe.
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    28 m
  • Volatility and the Dirty Dozen

    Volatility and the Dirty Dozen
    May 8 2025
    First Pat and Jesse take a look at recent stock market volatility and address some common questions they receive concerning it. Then they look at the so-called Dirty Dozen, which is what the Internal Revenue Service refers to regarding various scams involving alleged unpaid taxes and related items scammers use to try and get money.
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    28 m
  • Volatility Is Back

    Volatility Is Back
    May 1 2025
    Volatility is back and has been for much of 2025 to date. Pat and Jesse discuss why it is important for retirees to be proactive with their plan in times like this, but not to the extent of trying to time the market, which usually doesn't work out well for many investors.
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    28 m
  • Is A Recession Coming?

    Is A Recession Coming?
    Apr 24 2025
    Some economists think a recession is coming later this year. Pat and Jesse discuss this possibility, as well as recurring market volatility and how a written financial plan can help you weather either of these scenarios.
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    28 m
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