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July 17, 2025 29 mins

Presented by Keystone Financial in Eau Claire, WI

Pat and Jesse look at a new report indicating Social Security may not be able to pay full benefits beginning in 2033, a full year earlier than previously indicated, and what to do to plan for this possibility if necessary. They also revisit market volatility and how having a plan can help people deal with the ups and downs of financial markets in their plan. Jesse also announces the new book The Journey Ahead: Building A Retirement Road Map becoming available very shortly. Anyone interested in getting a copy can reserve one by contacting the Keystone Financial office.

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