Shows
Save your Retirement with Pat StrubbeMaking Your Money Last | Save Your Retirement with Pat StrubbeAfter taking a look at some habits to break when preparing for retirement, Pat looks at ways you can help make your retirement money last, including having a written plan to follow to help you stay on track.2025-08-0453 min
Save your Retirement with Pat StrubbeThe Big Beautiful Bill | Save your Retirement with Pat StrubbeToday, we're diving into what the Big Beautiful Bill could mean for your taxes, your future, and your retirement plans.2025-07-2853 min
Save your Retirement with Pat StrubbeUncertainty is Everywhere | Save Your Retirement Podcast with Pat StrubbeUncertainty is Everywhere | Save Your Retirement Podcast with Pat Strubbe by Patrick Strubbe2025-07-2153 min
Save your Retirement with Pat StrubbeYour Financial Future | Save Your Retirement with Pat StrubbeThere are reports of a 40% chance of an economic downturn in 2025. Pat discusses the media’s role in these reports and how people should stick with their plan regardless of headlines, and that changes can be made if and when necessary. He also revisits the subject of taxes in retirement and strategies to help preserve your money from having to pay Uncle Sam more than you need to.2025-07-0853 min
Save your Retirement with Pat StrubbeRevisiting Financial Literacy | Save Your Retirement with Pat StrubbePat looks back at a recent study showing a number of Americans did not do well on a quiz involving numerous questions surrounding financial issues and how they could do better. He also looks at ways to create dependable retirement income, as well as the top ways to stay active in retirement.2025-07-0353 min
Save your Retirement with Pat StrubbeVolatility and Risk | Save Your Retirement with Pat StrubbePat discusses the recent market volatility and how you should assess your level of risk in your portfolio to make sure you are comfortable with your investments. He also revisits various challenges with your money in retirement as well as answering a variety of questions from listeners.2025-07-0153 min
Save your Retirement with Pat StrubbeOptimizing Social SecurityOptimizing Social Security by Patrick Strubbe2025-05-2953 min
Save your Retirement with Pat StrubbeFinancial Celebrities: The Good, the Bad, and the UglyFinancial gurus have gains millions of followers over the years. On the one hand, some of their advice has helped many Americans make better financial decisions. But on the other hand, their paint-by-the-numbers financial strategies and advice are often grossly oversimplified and sometimes can be even harmful to their followers.
In today's show, Pat breaks things down by providing you with the good, the bad, and the ugly specifically for two of the biggest financial gurus out there. This is one you definitely don't want to miss!
Find out more about Pat and Preservation Specialists here:
www.RetireWithPat.com
www...2024-10-2353 min
Save your Retirement with Pat StrubbeMidlands Area Housing Market UpdateMidlands Area Housing Market Update by Patrick Strubbe2024-06-0153 min
Journey Through The Most Next-Level Full Audiobook Today!Save Your Retirement From Mass Destruction By The 7 Retirement Villains! by Patrick StrubbePlease visithttps://thebookvoice.com/podcasts/2/audible/43706to listen full audiobooks.
Title: Save Your Retirement From Mass Destruction By The 7 Retirement Villains!
Author: Patrick Strubbe
Narrator: Virtual Voice
Format: mp3
Length: 3 hrs and 21 mins
Release date: 03-19-24
Ratings: Not rated yet
Genres: Taxation
Publisher's Summary:2024-03-193h 21Journey Through The Most Award-Winning Full Audiobook Today!Save Your Retirement From Mass Destruction By The 7 Retirement Villains! by Patrick StrubbePlease visithttps://thebookvoice.com/podcasts/2/audible/43706to listen full audiobooks.
Title: Save Your Retirement From Mass Destruction By The 7 Retirement Villains!
Author: Patrick Strubbe
Narrator: Virtual Voice
Format: mp3
Length: 3 hrs and 21 mins
Release date: 03-19-24
Ratings: Not rated yet
Genres: Taxation
Publisher's Summary:2024-03-193h 21
Save your Retirement with Pat StrubbeSave Your Retirement Edition 4!Save Your Retirement Edition 4! by Patrick Strubbe2024-01-3053 min
Save your Retirement with Pat StrubbeHow much to retire?Is there a ‘magic number’ you should try to save for your retirement? There are a number of factors to consider when trying to determine if you’ve saved enough and Pat will cover that today and much more on this week’s episode of Save Your Retirement with Pat Strubbe!2023-07-2753 min
Save your Retirement with Pat StrubbeRetirement Confidence DeclineThe fear of outliving your money isn’t a new concern for retirees. But it’s become an even bigger concern for many of you thanks to factors like inflation and longevity. Analysts say now is the time to get serious about planning for your future. As retirement confidence is dropping, now is the time to Save Your Retirement with Pat Strubbe!2023-06-2053 minSave your Retirement with Pat StrubbePlanning for Summer TravelYou’ve heard us say it before … people tend to spend more time planning for vacations than they do planning for retirement. But there are some fun comparisons we can make between planning for summer travel and preparing for retirement. Don’t miss this week’s episode of Save Your Vacation Retirement with Pat Strubbe!2023-06-0553 min
Save your Retirement with Pat StrubbeDon’t Worry, Be PlanningLast year was a year of “worsts” for our economy. Even the bond market logged its worst year on record, leaving new retirees wondering … “How can I stay retired? What am I supposed to do to help make sure I won’t run out of money?” And those concerns aren’t going away so far in 2023 with new concerns about interest rates, inflation, and bank failures. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2023-05-0853 minSave your Retirement with Pat StrubbeEconomic Forecast“It’s more likely to get worse than better.” That’s the forecast for the global economy in the coming months. Pat will tell you more about what analysts are predicting for our economic future and what it means for your retirement. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2023-02-0255 min
Save your Retirement with Pat StrubbeEconomic Forecast“It’s more likely to get worse than better.” That’s the forecast for the global economy in the coming months. Pat will tell you more about what analysts are predicting for our economic future and what it means for your retirement. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2023-01-2655 minSave your Retirement with Pat StrubbeCelebrate Financial Planning MonthPat talks about the value of planning for your retirement all year-long, but we hope even more people are tuned into that message this week since October is Financial Planning Month and Long-Term Care Planning Month. Pat explains the fundamentals of both on this week’s episode of Save Your Retirement with Pat Strubbe!2023-01-0553 minSave your Retirement with Pat StrubbeYear-End In SightIt’s hard to believe but the end of the year will be here before we know it. What will the next few months bring in terms of the economy? And how could economic pressures like inflation and tax increases impact your retirement? Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2022-12-2253 minSave your Retirement with Pat StrubbeWhen To Count Your ChickensDon’t count your chickens before they hatch. You probably heard that one from your parents when you were a kid. And it’s probably something you’ve even told your own kids and grandkids. So how do we keep from counting our chickens before they hatch…from our nest egg? Tune in to Save Your Retirement with Pat Strubbe this week to find out!2022-09-2253 minSave your Retirement with Pat StrubbeAttention Empty NestersAll those costs of raising kids and paying for college means a lot of you think it makes sense to wait to get serious about saving until the kids have grown and there’s more money to save. The problem? It’s easy to say you’ll save more later, but a lot of empty nesters are struggling to keep that promise to catch back up. That can mean trouble for your retirement. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2022-08-2653 minSave your Retirement with Pat StrubbeFinancial Habits to BreakAny time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future … is right now. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2022-08-1953 minSave your Retirement with Pat StrubbeMid-Year RecapThe Fed continues to walk a tightrope between taming inflation without triggering a full-blown recession. And a down market is the last thing baby boomers want as we approach “Peak 65." Pat will explain what that means in the this week’s show. PLUS, we’re almost halfway through 2022; how are you feeling about your financial goals for this year? Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2022-08-0453 minSave your Retirement with Pat StrubbeIs a Recession Coming?High inflation, supply chain issues, and a dip in GDP are factors that have some economists predicting we are headed for a recession. You might be wondering if now a safe time to retire. You’re in the right place to get your questions answered on Save Your Retirement with Pat Strubbe. Don’t miss it!2022-07-0753 minSave your Retirement with Pat StrubbeRetire with PatEvery week you hear helpful tips from Pat Strubbe on planning for retirement. But this week we’ll take a deep dive into what it’s like to “Retire with Pat” and to work with the team at Preservation Specialists.2022-06-3051 minSave your Retirement with Pat StrubbeWhat to do about inflationInflation concerns continue to make headlines. While there’s a lot of news about how inflation can pose a threat to the job market, what’s the impact on retirees? Do you have a grasp of how much high inflation could potentially impact your retirement? PLUS, we’ll cover the key decisions you need to make with your 401k or IRA once you stop adding money and need to start taking it out. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2022-04-1453 minSave your Retirement with Pat StrubbeThe Great ResignationMillions of Americans have left their jobs in the wake of the pandemic. While some are looking for the next big move in their career, others are heading toward early retirement. So if you are suddenly trying to evaluate whether retirement should be your next step, you’re in the right place here on Save Your Retirement with Pat Strubbe. Plus, there’s more to financial success than just facts and figures. We’ll hear from author Morgan Housel about the psychology of money. And we’ll talk about how to create and stick to a spending plan for the holidays...2022-02-0353 minSave your Retirement with Pat StrubbeYear-End PlanningIt’s hard to believe we’re in the fourth quarter of the year. And before you know it, we’ll be in the thick of the holidays and winding down 2021. So now is the time for savvy, strategic investors like you to take action. Creating a tax-efficient, inflation-adjusted income strategy now can help you stay ahead of the game later. Pat will walk you through your year-end to do list on this week’s episode of Save Your Retirement with Pat Strubbe.2022-01-2153 minSave your Retirement with Pat StrubbeWho Will "Freak Out" The MostThere are all sorts of predictions about how much volatility we might see in the coming months. So it’s important that you take steps now to help protect what you’ve worked so hard to save. And if volatility DOES bubble up in the near future, who is most likely to “freak out” over it? The answer might surprise you. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe2022-01-0653 minSave your Retirement with Pat StrubbeThey're ba-aaack...After a year off, they’re back. Required Minimum Distributions (RMD) need to go back on your checklist if you’re eligible to start taking them. There’s some wiggle room on how much time you have to start taking the money, but it’s important that you understand all the rules, so you don’t get walloped with the highest penalty in the tax code. Plus, expanding Medicare is up for debate in Congress. We’ll tell you who is for it and who’s against it. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe!2021-12-1053 minSave your Retirement with Pat StrubbeWho Will "Freak Out" The MostThere are all sorts of predictions about how much volatility we might see in the coming months. So it’s important that you take steps now to help protect what you’ve worked so hard to save. And if volatility DOES bubble up in the near future, who is most likely to “freak out” over it? The answer might surprise you. Don’t miss this week’s episode of Save Your Retirement with Pat Strubbe2021-11-2653 minSave your Retirement with Pat StrubbeDodge the Tax TorpedoThere’s a lot of buzz that the Social Security Trust Fund could be depleted in less than 15 years. But is it all doom and gloom? Pat will help you put that into perspective. Plus, if you are taking withdrawals from your retirement accounts, you might need to dodge the “tax torpedo” that could be headed your way. You don’t want to miss this week’s episode of Save Your Retirement with Pat Strubbe!2021-11-1153 minSave your Retirement with Pat StrubbeSave Your Retirement...From Taxes!For years, you’ve been focused on saving and accumulating wealth. But you don’t want to forget an important part of the equation – how do you get money out of those accounts? What are the taxes that it can trigger when you start withdrawing money? It’s important that you understand the rules when it comes to taking money out of your retirement accounts AND potential changes in the law if you want to leave any of that money for your kids or grandkids. We’ll cover all of that, and much more on this week’s episode of Save Your Re...2021-10-0753 minSave your Retirement with Pat StrubbeInflation or Deflation?There’s no question that inflation is a huge concern for Americans, especially those who are living on a fixed income in retirement. Could there be an even bigger threat to the economy? Some experts think so. And no matter where the economy is when you’re retired, at the end of the day there’s no retirement without income. Today on Save Your Retirement with Pat Strubbe we’re here to help you learn how to create an income strategy to help your money last as long as you need it in retirement. Don’t miss today’s episode!
www.SCPreser2021-07-2253 minSave your Retirement with Pat StrubbeBack to the Basics?"We’ve dealt with unprecedented challenges this year, but does that mean we need brand new solutions? Or are there time-tested principles for dealing with financial difficulties? Today we’ll go back to the basics and focus on financial fundamentals for retirement. Plus, we’ll cover strategies for breaking down your expenses in retirement and we’ll even have some holiday fun on this week’s episode of “Save Your Retirement with Pat Strubbe.”
www.SCPreservation.com"2021-06-1752 minSave your Retirement with Pat StrubbeHow Will You Spend in 2021?Covid has affected us in all sorts of ways, especially with how we think about our money. In this week’s episode of “Save Your Retirement with Pat Strubbe” we’ve got our eye on consumer trends that could emerge in 2021 as we all continue to shift our behavior in response to the pandemic. Don’t miss it!
www.SCPreservation.com2021-06-0352 minSave your Retirement with Pat Strubbe2021 New Year’s ResolutionsResolutions are easy to make and even easier to break. Whether you’re ready to start 2021 off with a bang or you’re still reeling from everything that 2020 brought us, it’s time to look ahead and think about practical goals for the new year. It’s the New Year’s edition of “Save Your Retirement with Pat Strubbe!”
www.SCPreservation.com2021-05-2752 minSave your Retirement with Pat StrubbeSaving in the Time of COVID"Do you think Americans are saving more money or less money in the time of Covid? We’ll tell you what analysts are seeing in saving habits among Americans. Plus, there are several reasons why you could see your taxes increase under the Biden Administration. We’ll talk about what could happen with taxes in the future and how you can create protected income for your retirement. That’s all in this week’s episode of Save Your Retirement with Pat Strubbe!
www.SCPreservation.com"2021-03-2553 minSave your Retirement with Pat StrubbeWe Made It Through The Election, But Now What?How do you plan for the future when there’s so much we don’t know? It’s the challenge that’s always been there, but it’s a lesson we’ve all had to learn with the uncertainty and turmoil of 2020. Plus, Gene Simmons “kissed” higher taxes goodbye this year and we’ll talk about how you can, too! All that and much, much more when you tune in to our next episode of Save Your Retirement with Pat Strubbe.2021-02-1853 minSave your Retirement with Pat StrubbeOur Worst Quarter Ever: What Does That Mean For You?The second quarter of 2020 was the worst the U.S. has ever had. Economists hope for recovery in the third quarter, but it depends on just how well we can keep the virus in check. It’s not all bad news, though. We’ll also hear some financial tips from the rich and famous, and we’ll answer your questions when we open our Save Your Retirement mailbag.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/our-worst-quarter-ever-what-does-that-mean-for-you/id1053921132?i=1000489975791? It takes less than 60 seconds, and it really makes a diff...2020-09-0353 minSave your Retirement with Pat StrubbeSave Your Retirement From Record-Breaking Government SpendingGovernment spending continues to ramp up and the U.S. budget deficit hit an all-time high in June of 2020. The Social Security Trust Fund was projected to go broke in 2035, and that projection was released before the covid pandemic hit! With forced early retirements and millions still unemployed, Social Security faces new challenges. Pat discusses how these things could impact your retirement, plus how to navigate the Top 5 risks lurking in your retirement.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/save-your-retirement-from-record-breaking-government/id1053921132?i=1000488688508? It takes less than 60...2020-08-2053 minSave your Retirement with Pat StrubbeFour Retirement Building BlocksWhen we think about retirement and what you need to focus on with your money, four things often come to mind, and we think that everyone in retirement needs at least these four things in their plan in varying levels – Protection, Growth Potential, Income and Liquidity.
If you enjoy the podcast, would you please consider leaving a short review on podcasts.apple.com/us/podcast/four-retirement-building-blocks/id1053921132?i=1000487306621? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2020-08-0653 minSave your Retirement with Pat StrubbeThe Client ExperienceA phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.
If you enjoy the podcast, would you please consider leaving a...2020-07-2353 minSave your Retirement with Pat StrubbeThe Client ExperienceA phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.2020-07-2353 minSave your Retirement with Pat StrubbeFour Retirement PillarsIf you are retiring soon or recently retired, it’s time to shift the fundamental reasoning for how you invest your dollars. Moving from your working career and “paycheck” mode into retirement and “distribution” mode is a serious deal. It’s normal to have some hesitancy when it comes to transitioning your investments to coincide with this new phase of your life. But now it’s time to shift that mentality into keeping as much of your money while you spend it. We think that everyone in retirement needs at least these four things in their plan in varying levels – Protection, Liqu...2020-07-0953 minSave your Retirement with Pat StrubbeIncome Sources for Retirement: What You Should KnowIf the year 2020 has taught us anything, it’s that income is critical. There are all sorts of ways to make money and earn a living while you’re working. But when you’re retired, the choices are different. Today’s show is all about what you should know about creating income in retirement.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/income-sources-for-retirement-what-you-should-know/id1053921132?i=1000479604316? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2020-06-2553 minSave your Retirement with Pat StrubbeWhat is the New Normal?First, it was the SECURE Act that passed at the end of 2019. Then the Coronavirus happened sending the markets and the economy into a tailspin. We may be only talking about a couple of months here, but planning for retirement has changed because of recent events. So, what will be the new normal? We’re less concerned about a new status quo and more concerned that your retirement plan is designed to withstand any challenge in retirement.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/what-is-the-new-normal/id1053921132?i=1000477561539? It...2020-06-1153 minSave your Retirement with Pat StrubbeGet Your Check-Up: Evaluating Your Financial HealthYou visit your doctor every year for your annual check-up to stay healthy and to be aware of any potential issues when it comes to your health. Why should your financial health be any different? That only multiplies in importance once you get in retirement, because you’re no longer earning a paycheck. This show examines what you need to be aware of your financial health in pre-retirement and retirement.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/get-your-check-up-evaluating-your-financial-health/id1053921132?i=1000476067406? It takes less than 60 seconds, and it re...2020-05-2853 minSave your Retirement with Pat StrubbeWhen Times Get Tough, Find a Silver LiningWhen times get tough, it’s easy to get overwhelmed by feelings of doubt. But is that really the best way to succeed? Today we’ll talk about how you can make a shift to focus on the silver lining in the darkest of days, and how to identify opportunities for success in challenging times.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/when-times-get-tough-find-a-silver-lining/id1053921132?i=1000474610387? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2020-05-1453 minSave your Retirement with Pat StrubbeMaking Sense of the Stock Market RollercoasterWhen people think about a market crash, their mind immediately goes back to 2008. Yet no matter the year, no one can really tell when we’re in a bull market or bear market until we’re already well entrenched. So how are investors to cope with this possibly unsettling information? Working with a financial advisor, we believe those who are in an accumulation stage of life should continue to invest with patience and calm, keeping in mind that what comes down usually goes back up. However, for those in or nearing retirement, who may not have the time to wait for...2020-05-0753 minSave your Retirement with Pat StrubbeCoronavirus, Health Scares Can Affect the MarketFears of the coronavirus sent the markets tumbling in February and March, raising concerns that global economic growth could be impacted. So, medical emergencies can even cause market volatility? What are retirees to do? How do you plan for something like a virus outbreak in your retirement plan? We’ll discuss how to react and what to consider when the unexpected occurs, and ways to help ensure your retirement plan is designed to weather market volatility, including a medical threat like a virus.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.co...2020-04-2453 minSave your Retirement with Pat StrubbeRisk in RetirementIt’s easy to go from one extreme to the other when it comes to being risky or ultra conservative, but we might need to be somewhere in between. For most of us, we don’t want as much excitement as we age – especially when it comes to our money. There’s just no sense in taking unnecessary risk. So today we’ll talk about how you help ensure you have the right balance between risk and safety within your retirement portfolio. We’ll also talk about other potential risks to your savings and how you can help protect yourself.
If you enjoy...2020-04-1653 minSave your Retirement with Pat StrubbeThe Do's and Don'ts of Retirement PlanningRetirement is one of the most important life stages a person will go through, and with people living longer, the need to properly plan for retirement is critical. This can be a daunting undertaking. In this show, we’ll look at some key points that can help get you on the right track to planning a successful retirement.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/the-dos-and-donts-of-retirement-planning/id1053921132?i=1000471228881? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2020-04-1253 minSave your Retirement with Pat StrubbeBe the Captain of Your Own RetirementYou are the captain of your own retirement and just as much as a captain of a ship does, you make the decisions for the direction you choose, navigate the storms that will come your way and anything else that may happen while you’re adrift. But a captain always has someone by his side to shoot ideas off of, offer alternatives and should something happen to the captain, finish the voyage that the captain started. Similarly, the captain needs to make sure to complete a checklist before retiring, consider all the potential risks you may encounter when you’re no l...2020-04-0253 minSave your Retirement with Pat StrubbeNew Year Resolutions That Can Benefit Your RetirementChange can be hard. We all know that. And maybe that’s why we keep making New Year’s resolutions each year, even though many are forgotten before the spring thaw. But what if we made change easier? Well, that’s our goal for today as we go through resolutions that can benefit you in the new year. Resolutions that are approachable, easy to implement, realistic. Resolutions like planning for retirement income, creating an investment strategy and having a financial professional by your side to help ensure you’re on track for hitting your goals. Granted, the fun factor on each of...2020-03-2653 minSave your Retirement with Pat StrubbeWomen, Treat Yourself – This One’s for YouWomen are more inclined to think of others before they think of themselves. They think of their children, their spouse, their parents, and she serves all of them with her love. But along the way, that woman may lose sight of another important figure in her life – herself. Statistics show that women live longer than men, and because of this, retirement can bring more challenges to her than it will to men. Which is why it’s so important that women be involved in long-term financial planning along with their partner.
If you enjoy the podcast, would you please consider leav...2020-03-2053 minSave your Retirement with Pat StrubbeSocial Security & Medicare: How to Plan for an Uncertain FutureTwo things most Americans can count on come retirement: Social Security and Medicare. You've worked so hard to earn these benefits, but to make the most of them need to have a good understanding of the programs and their many moving parts. You also need to make the right decisions about your benefits, at the right time, for your personal situation. This show will help provide listeners with the basics they need to understand, such as what Social Security and Medicare can and can’t do for them, the political risks associated with the two programs, and ways to help ad...2020-03-1253 minSave your Retirement with Pat StrubbeFinancial Moves to Consider Before Year EndHow could the financial moves a person makes before the end of the year help them get closer to the retirement they envision? This show details financial moves to consider before year’s end to help get listeners closer to a financially confident retirement — strategies that can not only boost savings, but help to lower taxes and help protect assets as well. Keeping more in your pocket for retirement is a goal that never goes out of season, and these key financial moves can help people accomplish just that.
If you enjoy the podcast, would you please consider leaving a shor...2020-03-0553 minSave your Retirement with Pat StrubbeSocial Security & Medicare: How to Plan for an Uncertain FutureTwo things most Americans can count on come retirement: Social Security and Medicare. You've worked so hard to earn these benefits, but to make the most of them need to have a good understanding of the programs and their many moving parts. You also need to make the right decisions about your benefits, at the right time, for your personal situation. This show will help provide listeners with the basics they need to understand, such as what Social Security and Medicare can and can’t do for them, the political risks associated with the two programs, and ways to help ad...2020-03-0553 minSave your Retirement with Pat StrubbeSocial Security & Medicare: How to Plan for an Uncertain FutureTwo things most Americans can count on come retirement: Social Security and Medicare. You've worked so hard to earn these benefits, but to make the most of them need to have a good understanding of the programs and their many moving parts. You also need to make the right decisions about your benefits, at the right time, for your personal situation. This show will help provide listeners with the basics they need to understand, such as what Social Security and Medicare can and can’t do for them, the political risks associated with the two programs, and ways to help ad...2020-03-0553 minSave your Retirement with Pat StrubbeLifestyles of the Rich and FamousBeing a celebrity…it’s the American dream, right? Money concerns don’t affect them like they do us, wouldn't you think? Well even celebrities − from all walks of life − aren’t immune to financial woes. Learn about the financial troubles various celebrities have encountered throughout their lives and careers and know that no one is immune from losing money. What can we learn from their mistakes?
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/lifestyles-of-the-rich-and-famous/id1053921132?i=1000466858034? It takes less than 60 seconds, and it really makes a difference i...2020-02-2753 minSave your Retirement with Pat StrubbeAlways Face the What-Ifs in Retirement to Help Avoid the What-NowWhat if I don’t have enough income to retire? What if I run out of money before I run out of life? What if I’m taking too much risk with my accounts? What if something happens to me and I’m no longer able to make decisions? These are questions all potential soon-to-be retirees should ask now, before they’re potentially hit with the question, “What now?” Because planning ahead can help make for the best scenario. From there, you can consider alternatives or changes to the plan. But what’s important is that you have the plan to begin with...2020-02-2053 minSave your Retirement with Pat StrubbeSimple May Sell, But Your Retirement May Be Anything but SimpleThink about all the ad slogans you’ve heard over the years and I’m guessing you can name at least 5 of them. You recognize all these slogans because they’re simple. And their marketing is so effective that you can picture the logos of these companies and hear that catchy jingle in your head. Because simple sells. But that’s a trap when it comes to retirement, because retirement can be complicated and multi-faceted. Your retirement shouldn’t have to hinge on a catchy jingle and effective phrase. A retirement planner should be focused on developing a relationship for success, n...2020-02-1353 minSave your Retirement with Pat StrubbeWhen Retirement Comes Sooner Than ExpectedSometimes we can neglect the instances where retirement is suddenly thrust on someone because of unforeseen complications, like a health-related problem. This show dives into that scenario and what can be done to help ensure a comfortable retirement for the retiree.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/when-retirement-comes-sooner-than-expected/id1053921132?i=1000464804805? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2020-02-0653 minSave your Retirement with Pat StrubbeGet Your Financial Check-UpYou visit your doctor every year for your annual check-up to stay healthy and to be aware of any potential issues when it comes to your health. Why should your financial health be any different? That only multiplies in importance once you get in retirement, because you’re no longer earning a paycheck. This show examines what you need to be aware of for your financial health in pre-retirement and retirement.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/get-your-financial-check-up/id1053921132?i=1000464135656? It takes less than 60 seconds, and it...2020-01-3053 minSave your Retirement with Pat StrubbeHow to Retire in An Unfriendly Retirement EnvironmentThe Federal Reserve recently cut interest rates, a move that could signal the start of a new cycle of rate cuts to bolster the U.S. economy. It provides a view that a slower-growing economy with low investment returns and workers having to either save more or stay employed longer could be ahead. How might it affect retirees? Will they have to take on more risk to stay retired?
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/how-to-retire-in-an-unfriendly-retirement-environment/id1053921132?i=1000463452740? It takes less than 60 seconds, and it really...2020-01-2353 minSave your Retirement with Pat StrubbeThe Client ExperienceA phone call or website can seem so impersonal. And worse, it could be a scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It’s a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a first meeting with a financial professional and what this meeting and process may entail.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.ap...2020-01-1753 minSave your Retirement with Pat StrubbeFinancial Considerations for Potential CentenariansLiving to the ripe old age of 100 isn’t as farfetched as it used to be. And as the likelihood of living that long increases, so, too, does the risk of outliving your money. This show details some of the steps people can take today to extend the life of their assets for all those tomorrows that may lie ahead, including suggestions for managing and stretching Social Security benefits, investments, retirement accounts and more, just in case they do live to see triple digits.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.ap...2020-01-0953 minSave your Retirement with Pat StrubbeBuilding Blocks for a Rock-Solid RetirementWe’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a retirement portfolio designed to last as long as you do? Today’s show details some of the fundamental, foundational steps people can take to put themselves on solid footing for a fulfilling retirement.
If you enjoy the podcast, would you please consider leaving a shor...2020-01-0253 minSave your Retirement with Pat StrubbePlanning For The Future As A FamilyIt’s hard to discuss life and death matters with your family, because any loss in family is just too hard to even think about. But not discussing these matters can also bring pain, and sometimes, hardships. Should something happen to you – and especially if you’re the breadwinner – you need to plan ahead not just for your sake, but for the sake of your family. You need to discuss a variety of topics in certain scenarios to make sure you not only hold on to your dignity, but to give the autonomy to your family, and not the government or the c...2019-12-2653 minSave your Retirement with Pat StrubbeIs Your Retirement Plan on Track?This show addresses one of the most common retirement planning questions: “Am I on track to retire?” The show speaks to the importance of defining one’s financial needs and objectives. It also asks the question: “How much should we have saved for retirement?
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/is-your-retirement-plan-on-track/id1053921132?i=1000460143409? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2019-12-1953 minSave your Retirement with Pat StrubbeThe Seven Retirement Villains!Who ARE the Seven Retirement Villains? And more importantly, how do you protect yourself from them? In this show, we dig into Pat's best-selling book, the seven retirement villains, and specific steps you can take to protect yourself and your retirement.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/the-seven-retirement-villains/id1053921132?i=1000459410857? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2019-12-1253 minSave your Retirement with Pat StrubbeRetirement March Madness!The month of March brings us one of the greatest sporting events, the NCAA March Madness tournament. And whether you watch much college basketball or not, many still fill out brackets at the office or with friends. When trying to decide who wins it all, you ask yourself, “Do they have all the right pieces to go all the way and win the national championship?” Well, if you had to put a retirement plan together, what are the required pieces you think are necessary to help ensure it can go the distance? That’s what this show will try to answer...2019-12-0553 minSave your Retirement with Pat Strubbe4 Questions About RetirementWhen you look at your finances do you wonder if you are truly prepared for retirement? Unfortunately, just having a 401(k) and collecting Social Security may not cut it for many of us anymore. But is there a key retirement piece you might be overlooking? We’ll address that big question on today’s show by posing — then answering — four other key questions.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/4-questions-about-retirement/id1053921132?i=1000458164801? It takes less than 60 seconds, and it really makes a difference in sharing this informat...2019-11-2953 minSave your Retirement with Pat StrubbeIs the Bear Market Coming out of HibernationWhile we may remember 2008 and the damage the market caused to our economy, it’s also hard to remember that bear markets happen more often than we remember, especially after the market went on a remarkable bull run. But the market is beginning to look dubious again and who knows what awaits in 2020 and beyond. Don’t let the whims of the market dictate your life or your retirement. In this show, bear markets are discussed, as well as strategies to use during a bear market to potentially help you not only weather a bear market, but to leave a peri...2019-11-2153 minSave your Retirement with Pat Strubbe4 Retirement PillarsIf you are retiring soon or recently retired, it’s time to shift the fundamental reasoning for how you invest your dollars. It’s normal to have some hesitancy when it comes to transitioning your investments to coincide with this new phase of your life. Up until now, you have been investing for two primary reasons, to save money and to grow money. Now it’s time to shift that mentality into keeping as much of your money while you spend it. When we think about retirement and what you need to focus on with your money, four things often come t...2019-11-1453 minSave your Retirement with Pat StrubbeNew Years Resolutions That Can Benefit Your RetirementChange can be hard. We all know that. And maybe that’s why we keep making New Year’s resolutions each year, even though many are forgotten before the spring thaw. But what if we made change easier? Well, that’s our goal for today as we go through resolutions that can benefit you in the new year. Resolutions that are approachable, easy to implement, realistic. Resolutions like planning for retirement income, creating an investment strategy and having a financial professional by your side to help ensure you’re on track for hitting your goals. Gaining some financial confidence and financia...2019-11-0753 minSave your Retirement with Pat StrubbeRollover Maneuvers to Help Maximize Your Money for RetirementThere’s an often-overlooked but potentially very beneficial type of maneuver for retirement-minded people to consider if they currently have assets in a 401(k), 403(b), IRA, Roth IRA, life insurance policy or annuity contract. It’s called a rollover, and this show provides listeners with different rollover maneuvers that, when performed at the right time, the right way and for the right reasons, can put a person’s assets in better position for retirement.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/rollover-maneuvers-to-help-maximize-your-money-for/id1053921132?i=1000455606561? It takes less than 6...2019-10-3152 minSave your Retirement with Pat StrubbeThe Fed is Your Friend: How to Prepare Your Retirement Assets for Rising Interest RatesInterest rates are rising, and many expect they’ll continue to do so. Whether that’s a good thing or a bad thing for a person’s retirement finances depends largely on the measures they take proactively to manage interest rate risk and, where possible, to position their assets to capitalize on rising interest rates. This show provides listeners with suggested steps they can take — with their investments, with their cash and with their retirement accounts — to help mitigate the negative impact of rising interest rates and help maximize the benefits that higher rates can provide.
If you enjoy the podcast, w...2019-10-2452 minSave your Retirement with Pat StrubbeScenarios Where an Annuity Makes SenseAnnuities. That insurance offering that actually guarantees income...at a cost. Is it worth the price? It depends: It depends on whether your income sources will provide enough to cover your fixed costs in retirement. It depends on your portfolio’s liquidity, tax profile, and asset mix. It depends on how your retirement portfolio is set up to withstand the erosive risks of market volatility, inflation, and health care costs. Are you a good candidate for an annuity? This show helps listeners weigh these and other factors to find the answer.
If you enjoy the podcast, would you please consider le...2019-10-1752 minSave your Retirement with Pat StrubbeYour Money, Your Future, Your Call: Controlling Your Own Financial DestinyWho doesn’t want to determine their own financial destiny? Getting to that point can seem like an overwhelming process. But it doesn’t have to be. In today’s show we’ll go through key, practical steps to gaining control of your finances, for today and through your retirement. From understanding your financial situation and establishing a budget to building a portfolio that is geared toward flexibility and having an income strategy that addresses risks — you'll learn that with a methodical plan, they can effectively take charge of their financial situation in retirement.
If you enjoy the podcast, would you please...2019-10-1052 minSave your Retirement with Pat StrubbeAll About Annuities: Is An Annuity Right for You?There’s plenty of noise about retirement’s most misunderstood vehicle. Some good - some bad. But what’s the real deal? Are annuities good for retirement…or not? Today we'll help you learn if they could be a fit for you or not.
If you enjoy the podcast, would you please consider leaving a short review on podcasts.apple.com/us/podcast/all-about-annuities-is-an-annuity-right-for-you/id1053921132?i=1000452330619? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2019-10-0452 minSave your Retirement with Pat StrubbeThe Biggest Threat in Retirement: Living Longer; Proven Income Strategies That Last a Lifetime!Today’s show is about the biggest threat to your retirement. It’s not inflation. It’s not the stock market. And it’s not the skyrocketing cost of healthcare. It’s living longer. This isn’t someone’s “opinion.” It’s a fact. People are living longer than ever before. And that means you need a strategy to make your money last 25, 30, or even 40 years. Listen and learn solutions to this retirement challenge!
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/biggest-threat-in-retirement-living-longer-proven-income/id1053921132?i=1000452330618? It takes less than 60 seconds, and...2019-10-0452 minSave your Retirement with Pat StrubbeRetirement Readiness: How Prepared Are You Really?How do you know if your retirement portfolio is really ready for action? Does it have the stamina to last as long as you do? Does it have the diversity and liquidity to withstand taxes? Market volatility? Inflation? What about the income sources to cover health care, let alone your day-to-day expenses? It’s a lot to consider. But so are the ways a plan can be derailed. And because we don’t have a crystal ball to show us what the future has in store, we need to plan for and build flexibility into our portfolios. Today’s show explai...2019-10-0452 min
Save your Retirement with Pat StrubbeBuilding Your Financial House in RetirementHow sturdy is your financial house? Is it built on a solid foundation – the rock? or like the foolish man, is it built upon the sand? Tune in to find out what goes into building your financial house, and more importantly: making sure it stays up!
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/building-your-financial-house-in-retirement/id1053921132?i=1000433322769? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2019-03-2553 min
Save your Retirement with Pat StrubbeHow to Address Major Risks to Your RetirementPreparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/how...2019-03-0553 min
Save your Retirement with Pat StrubbeAre You Getting Good Retirement Advice?Preparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/are...2019-03-0553 min
Save your Retirement with Pat StrubbeFixing the Biggest Retirement Money MistakesPreparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on podcasts.apple.com/us/podcast/fixing-the-biggest-retirement-money-mistakes/id10...2019-02-2753 min
Save your Retirement with Pat StrubbePicking the Right Retirement Date for YouPreparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/pick...2019-02-2753 min
Save your Retirement with Pat StrubbeStrategies to Protect Portfolio from Retirement Health Care CostsPreparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/stra...2019-02-1953 min
Save your Retirement with Pat StrubbeHow to Handle 8 of Retirements Biggest Financial What-IfsPreparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/how...2019-02-1953 min
Save your Retirement with Pat StrubbeMost Valuable Assets for RetirementPreparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/most...2019-02-1353 min
Save your Retirement with Pat StrubbeMaking the Right Decisions at the Right TimePreparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/maki...2019-02-1353 min
Save your Retirement with Pat StrubbeEight Pillars of a Sound Retirement StrategyIn construction, the key to a sturdy, long-lasting house is the foundation. The same goes for people seeking to build a solid financial house for retirement: It all starts with a sturdy foundation. This show details the eight pillars — assets, income, protective features and more — that go into building a financial house for retirement that’s not just comfortable to live in but designed to withstand the elements, as changeable and unpredictable as they can be.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/eight-pillars-of-a-sound-retirement-strategy/id1053921132?i=1000428390908? It takes...2019-01-2453 min
Save your Retirement with Pat StrubbeThree Stages of RetirementRetirement can account for two, three or more decades of a person’s life. As such, retirement can be broken up into three stages – the early active years, a transition period and then the final years. Stages that come with its own unique risks that can easily derail many retirement dreams. Unless of course these risks are accounted for and addressed ahead of time with well-thought-out, straightforward strategies that protect the assets as well as loved ones. This show delves into the unique challenges and opportunities that each of the three stages of retirement presents, with proven strategies for how to p...2019-01-2453 min
Save your Retirement with Pat StrubbeBuilding a Financial HousePreparing for retirement can be daunting, but you’re not alone. Pat’s down-to-earth humor and expertise shines through with his plain English answers to common financial questions. With nearly 25 years retirement-planning experience, and the knowledge gained from writing his best-selling book, Save Your Retirement, Pat educates his listeners on common retirement topics, such as: annuities, health care, Social Security and income planning, tax reduction, and investment planning. Tune in to take the first step towards accomplishing your retirement goals.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/buil...2019-01-2453 min
Save your Retirement with Pat StrubbeAre You Really Ready to Retire? Things You Need to Know Before You Make the CallDeciding to retire is one of the biggest steps a person will take in their lifetime. When one part of you is saying, “It’s time,” it’s important to pause and ask, “Am I in a good financial place to retire?” This show will help listeners answer that question for themselves by providing them with eight things they absolutely must know — about the biggest retirement risks, about their income situation, about their assets and how they’re positioned, and more — before they can say with conviction that now is the right time to put the retirement wheels in motion.
If you enjoy the p...2018-05-0853 min
Save your Retirement with Pat StrubbeSave Your Retirement from the 7 Retirement Villains!Host, Pat Strubbe, will share information from his Amazon.com best-selling book, "Save Your Retirement from Mass Destruction from the 7 Retirement Villains!"
Pat's passion is helping his clients enjoy their retirement with confidence by protecting them from the 7 retirement villains. Tune in to find out who these villains are and how to protect yourself from them!
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/save-your-retirement-from-the-7-retirement-villains/id1053921132?i=1000376586054? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!2016-10-1352 min
Save your Retirement with Pat StrubbeSteps to a Sound RetirementIn this episode of Retire with Confidence, Pat Strubbe goes over the steps needed to set you up for a successful and comfortable retirement. You can make this show very elementary (start with a plan, update your plan, etc,), or go a little deeper into specific areas of a retirement plan (start with a plan, income, taxes, etc,). Or obviously a combination of the two. Either way, It's not a bad idea to start with getting a financial plan.
Tune in to learn how you too can retire with confidence!
If you enjoy the podcast, would you please consider leaving...2015-09-3053 min