Purpose Driven Retirement Podcast

著者： Pat Couture and Jesse Becker
無料で聴く

  • サマリー

  • 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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  • The State of Probate

    The State of Probate
    2024/10/03

    According to a recent study, most Americans don't understand basic facts surrounding probate, which could complicate matters when putting together an estate plan. Pat and Jesse take a look at this study and present the basic facts about the process and how it could cost you a lot if things are not planned properly. Melody joins Pat in the second half of the show to talk about the upcoming Medicare Open Enrollment.
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    28 分
  • The Wealthiest Generation

    The Wealthiest Generation
    2024/09/26

    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 分
  • The New Round of Retirees

    The New Round of Retirees
    2024/09/19

    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 分

あらすじ・解説

A podcast version of the Purpose Driven Retirement radio program aired each Wednesday and Saturday night on WWIB-FM, Eau Claire, Wisconsin.
2024
個人ファイナンス 経済学
続きを読む 一部表示

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