Best Save Your Retirement With Pat Strubbe Podcasts (2025)

Pat takes another look at the national debt problem, which has been building up in Washington for decades, as well as revisiting certain financial habits you would be better off breaking, as well as signs you may need a new advisor for the retirement phase of your life.By Patrick Strubbe

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Retirement Thanksgiving Plate 53:12

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10d ago53:12

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This Thanksgiving, we’re serving up more than turkey and stuffing — we’re dishing out a full plate of retirement planning tips! Pat will help you build your “Retirement Thanksgiving Plate,” where every dish represents a key ingredient for working towards a successful retirement. Let’s dig in!By Patrick Strubbe

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Revisiting a 5-Star Retirement Plan | Save Your Retirement with Pat Strubbe 53:12

16d ago53:12

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Pat begins by looking back at financial bad habits to try and break when getting close to retirement, then gets into how to build a five star retirement plan that covers all five major areas to be accounted for, including income, taxes, growth, health care and legacy planning.By Patrick Strubbe

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The Battle Over Interest Rates | Save Your Retirement with Pat Strubbe 53:12

18d ago53:12

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The Fed finally decided to cut rates by a quarter percent earlier this week, but it has been a long battle between President Trump and Fed Chairman Jerome Powell over the direction of the economy and how rates should be conducted. Pat takes a look at these financial headlines, and also looks back at various things we don’t completely know when we r…

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Taxes and Family Planning | Save your Retirement with Pat Strubbe 53:11

22d ago53:11

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Pat takes another look back at the history of taxes and how they have played a role in our country’s history, both distant and recent past. He also looks at how planning for the future as a family can help make sure everything passes smoothly when the time comes for the next generation to inherit estates from their parents or other older family mem…

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World Politics and Your Retirement 53:14

4M ago53:14

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With tariffs and trade policy making headlines, it’s time to ask: Are your investments and financial plans prepared? Pat breaks down what these changes could mean for your portfolio and ways you can stay ahead.By Patrick Strubbe

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Making Your Money Last | Save Your Retirement with Pat Strubbe 53:13

4M ago53:13

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After 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.By Patrick Strubbe

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The Big Beautiful Bill | Save your Retirement with Pat Strubbe 53:15

4M ago53:15

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Today, we're diving into what the Big Beautiful Bill could mean for your taxes, your future, and your retirement plans.By Patrick Strubbe

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Uncertainty is Everywhere | Save Your Retirement Podcast with Pat Strubbe 53:15

5M ago53:15

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Uncertainty is Everywhere | Save Your Retirement Podcast with Pat Strubbe by Patrick StrubbeBy Patrick Strubbe

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How New Laws Affect Your Retirement | Save Your Retirement 53:16

5M ago53:16

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Could one new law rewrite the rules for your wealth and retirement? President Trump’s “Big Beautiful Bill” could transform the way you protect, grow, and pass on your assets. Pat is here to explore the opportunities this proposed legislation brings to the table.By Patrick Strubbe

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Your Financial Future | Save Your Retirement with Pat Strubbe 53:15

5M ago53:15

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There 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 …

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Revisiting Financial Literacy | Save Your Retirement with Pat Strubbe 53:16

5M ago53:16

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Pat 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.By Patrick Strubbe

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Volatility and Risk | Save Your Retirement with Pat Strubbe 53:17

5M ago53:17

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Pat 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.By Patrick Strubbe

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A Bumpy Ride 53:15

6M ago53:15

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The market is riding a rollercoaster, and navigating it can feel like a challenge. Pat will break down what’s driving these market swings and what it could mean for your retirement strategy.By Patrick Strubbe

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Mid-Year Check Up 53:12

6M ago53:12

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As we approach the halfway point of the year, what are things people can do to make sure their plan is still where it needs to be? Pat takes a look at what a proper check-up entails and how to be sure your plan is working for you. He also revisits the topic of behavioral finance and how people can act when it comes to their money.…

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Making Retirement Money Last 53:16

6M ago53:16

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You have your nest egg for retirement, but how can you be sure it can last as long as you do? Pat discusses some of the ways to help make this happen.By Patrick Strubbe

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International Relations and Your Retirement 53:14

6M ago53:14

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Big headlines and big market gains! Pat will share how events like the recent trade truce between the U.S. and China can directly affect the market – and potentially your retirement savings.By Patrick Strubbe

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Planning for the Future as a Family 53:12

6M ago53:12

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Retirement planning involves more than just the person or persons retiring. Pat takes a look at how to plan so that everything gets taken care of as years go by and life changes and, eventually, things pass on to kids, charities or other beneficiaries.By Patrick Strubbe

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The History of Taxes 53:14

6M ago53:14

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Taxes have not always been like they are today in the U.S. Pat takes a look at how our nation was funded over the years, leading to today’s much more complex system of taxing and spending. He also revisits the subject of what to do if your spouse passes away early and how to plan for it, just in case.…

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Optimizing Social Security 53:14

6M ago53:14

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Optimizing Social Security by Patrick StrubbeBy Patrick Strubbe

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Creating Dependable Retirement Income 53:15

7M ago53:15

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People get dependable, regular paychecks during their working career. But when retirement comes, those regular paychecks need to come from other sources. Pat takes a look at what these are, and how to create a foundational piece of income that covers regular expenses as part of a solid retirement plan.…

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Could a Recession Be Looming? 53:15

8M ago53:15

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Could we be headed toward a recession? Some economists say that we have a 40% chance of an economic downturn. Pat is here to share simple steps that could help preserve your money if the market takes a dive.By Patrick Strubbe

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The Federal Debt Keeps Rising 53:14

8M ago53:14

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Pat looks at the rising national debt and its recent history, and why many economists feel rising taxes are the only way to try and dig out of it. Later he looks at how to preserve the money you have saved in IRAs and 401Ks, especially as it involves tax planning to try and avoid future tax increases.…

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Preserving Your Retirement From Taxes 53:16

8M ago53:16

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Many people think they will be paying less in taxes in retirement because they aren’t working. Pat takes a deep dive into the system and finds that may not be the case, that many folks may pay more taxes, especially if rates go up to help lower the mounting national debt.By Patrick Strubbe

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Social Security Confidence 53:14

8M ago53:14

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Many people aren’t especially confident about the future of Social Security, which is a huge part of any retirement plan. Pat looks at the system and what may lie ahead regarding its ability to provide income for post-working life. Later he revisits the five financial stages of life and answers listener questions from the mailbag.…

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Retirement Biggest Concerns 53:15

8M ago53:15

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After a look at the recent financial landscape, Pat addresses some major questions that people when it comes to their retirement savings and how best to make it work for them.By Patrick Strubbe

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Financial Habits to Break 53:13

8M ago53:13

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People have specific things they do with their money that may not always be the best for them. Pat takes a look at what you might want to change regarding your situation. He also goes over the experience of being a client with a financial professional, as well as looking at ways to stay active in retirement.…

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Retirement Construction Zone 53:14

12M ago53:14

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Retirement plans are like road construction, especially in some areas where caution is advised. Pat takes a look at how to properly construct a written plan to handle all the areas you need in retirement, including income, taxes, health care and more.By Patrick Strubbe

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Financial Celebrities: The Good, the Bad, and the Ugly 53:16

1y ago53:16

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Financial 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…

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Understanding Social Security's Cost-of-Living Adjustment (COLA): What Retirees Need to Know 53:17

1+ y ago53:17

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In this video, we dive into the concept of Social Security's cost-of-living adjustment (COLA) and its impact on retirees. We'll explain what COLA is, how it's determined by the Social Security Administration, and why it’s crucial for keeping up with rising costs. If you're curious about how COLA works and what to expect for Social Security in 2025,…

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Navigating the Current Interest Rate Landscape 53:16

1+ y ago53:16

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"Wondering how to navigate the current interest rate landscape? The Federal Reserve has decided to hold interest rates steady, but they've scaled back expectations for rate reductions later this year. So, what does this mean for your financial strategy?In this video, we explore key opportunities while interest rates remain elevated. One standout op…

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Balancing Today & Tomorrow: Your Financial Future 53:17

1+ y ago53:17

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The art of financial planning and the pursuit of a dream balance between enjoying life today and securing your future. In a world driven by instant gratification, we all know the importance of planning ahead, yet finding that perfect middle line remains a challenge.By Patrick Strubbe

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Mastering Emotional Intelligence Amidst Economic Uncertainty 53:17

1+ y ago53:17

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In this episode of Save Your Retirement, we dive into the common financial anxieties surrounding the upcoming election, government spending, and rising inflation. We'll explore strategies to develop emotional intelligence to manage these fears, and provide practical advice on how to maintain confidence in your retirement plans despite the noise. Le…

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Midlands Area Housing Market Update 53:16

1+ y ago53:16

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Midlands Area Housing Market Update by Patrick StrubbeBy Patrick Strubbe

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Top 5 Financial Innovations 53:17

1+ y ago53:17

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In a world where the only constant is change, Pat explores the top five financial innovations revolutionizing the industry. Discover how these advancements are shaping the future of finance and impacting everyday lives.By Patrick Strubbe

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Avoiding Bad Financial Habits 53:16

1+ y ago53:16

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Discover how to break the bad habit of living without a financial plan and avoid missing out on valuable tax breaks. With only 33% of Americans having a written financial plan, this show will guide you in ensuring your money lasts through retirement by avoiding poor financial habits and establishing a solid plan.…

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Estate Planning isn't One Size Fits All 53:17

1+ y ago53:17

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At Preservation Specialists we have 5 key areas that we focus on for our retirement planning clients, One being Estate Planning. Join Pat and this weeks guest (Jeremy Martin our trusted Estate Attorney from ---) as they discuss whats the best fit for you and there isn't one size fits all.By Patrick Strubbe

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Retirement Income Strategies 53:17

1+ y ago53:17

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You spent an entire career saving for your retirement, don't make a misstep that spends down your savings too quickly.By Patrick Strubbe

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The Top Signs That You Need a New Advisor 53:16

1+ y ago53:16

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Every client has different financial goals and different financial needs, we want you to find the best fit for YOU!By Patrick Strubbe

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Retirement Been There, Done That 53:17

1+ y ago53:17

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Retirement tips from retireesBy Patrick Strubbe

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Real Estate and Preserving Your Retirement from Taxes 53:15

2y ago53:15

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Join Pat and guest Casey Estridge for an insightful discussion on navigating the real estate investment market. Explore the complexities of the IRS tax code with Pat and Jen, and learn practical strategies to safeguard your retirement from tax implications. Don't miss this opportunity to gain valuable insights from industry experts.…

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Peak 65 53:16

2y ago53:16

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“Peak 65” is here with record numbers of baby boomers turning 65 in 2024. That means millions of Americans will be facing decisions about Medicare, when to retire, and when to start Social Security.By Patrick Strubbe

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Save Your Retirement Edition 4! 53:15

2y ago53:15

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Save Your Retirement Edition 4! by Patrick StrubbeBy Patrick Strubbe

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2024 Retirement Forecast 53:18

2y ago53:18

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Is 2024 your year to retire? Today we have your retirement forecast for 2024, so you can understand the key factors you might want to consider before you enter this next phase of your life.By Patrick Strubbe

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2024 Master Plan 53:15

2y ago53:15

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Here we are again. The start of another New Year, and the opportunity to get ahead of your financial strategy in 2024. There are several deadlines to remember throughout the year. We want to hit the highlights so you can mark your calendars for key retirement dates to remember for 2024.By Patrick Strubbe

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The 5 Key Ingredients 53:15

2y ago53:15

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What changes will the New Year bring for programs like Social Security and Medicare? Plus the IRS has made some recent changes that could be pretty costly for some of you. We’ll tell you what to expect and so much more today.By Patrick Strubbe

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Withdrawal Rate Drama 53:13

2y ago53:13

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You might think the hard part is over now that you’ve spent all these years saving for retirement. But do you know how to turn that savings into income in retirement? And do you know just how much income you can withdraw without penalty from your retirement accounts? We’ll cover that today, as well as some controversial opinions about just how much…

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Interest Rates at 15-Year Highs 53:15

2y ago53:15

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Interest rates have risen higher and faster than any other time in history. What does that mean for borrowers, for savers, for homebuyers and homeowners? Pat asked his lending expert Sam Cullum of Guild Mortgage to join him on this weekends showBy Patrick Strubbe

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On the Bright Side 53:19

2y ago53:19

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Things are looking up for many of us, with higher average retirement account balances. But what are some of the other factors you don’t want to lose sight of? Pat will break it down for you on this week’s episode of Save Your Retirement. Don’t miss it!By Patrick Strubbe