Beste Save Your Retirement With Pat Strubbe podcaster (2024)

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

17d ago53:16

53:16

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

3M ago53:17

53:17

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

3M ago53:16

53:16

"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

4M ago53:17

53:17

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.Av Patrick Strubbe

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Mastering Emotional Intelligence Amidst Economic Uncertainty 53:17

5M ago53:17

53:17

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

5M ago53:16

53:16

Midlands Area Housing Market Update by Patrick StrubbeAv Patrick Strubbe

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Top 5 Financial Innovations 53:17

6M ago53:17

53:17

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.Av Patrick Strubbe

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Avoiding Bad Financial Habits 53:16

6M ago53:16

53:16

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

6M ago53:17

53:17

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.Av Patrick Strubbe

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Retirement Income Strategies 53:17

7M ago53:17

53:17

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

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

7M ago53:16

53:16

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

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Retirement Been There, Done That 53:17

7M ago53:17

53:17

Retirement tips from retireesAv Patrick Strubbe

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Real Estate and Preserving Your Retirement from Taxes 53:15

8M ago53:15

53:15

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

9M ago53:16

53:16

“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.Av Patrick Strubbe

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Save Your Retirement Edition 4! 53:15

9M ago53:15

53:15

Save Your Retirement Edition 4! by Patrick StrubbeAv Patrick Strubbe

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2024 Retirement Forecast 53:18

10M ago53:18

53:18

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.Av Patrick Strubbe

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2024 Master Plan 53:15

10M ago53:15

53:15

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.Av Patrick Strubbe

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The 5 Key Ingredients 53:15

11M ago53:15

53:15

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.Av Patrick Strubbe

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Withdrawal Rate Drama 53:13

11M ago53:13

53:13

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

12M ago53:15

53:15

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 showAv Patrick Strubbe

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On the Bright Side 53:19

1y ago53:19

53:19

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!Av Patrick Strubbe

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Options for Preserving Your Savings 53:19

1y ago53:19

53:19

We all know there’s more to preparing for retirement than just saving enough. What steps are you taking to preserve what you’ve saved? Pat covers some of the options for you to consider for your family. Don’t miss this week’s episode!Av Patrick Strubbe

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Don’t Cash Out That 401k! 53:17

1y ago53:17

53:17

Did you know the average American worker will hold about 12 different jobs over their lifetime? If you’ve worked for more than one company and have saved in more than one 401k, that’s all the more reason to get some guidance on getting your finances in order for retirement. Pat has some insights to share on that. Don’t miss this week’s episode!…

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Strategies to Maximize Retirement Income 53:17

1y ago53:17

53:17

You’ve spent your entire career saving for retirement. How can you make sure you’ve done enough? The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly. So today we have four ways to help you maximize your retirement income. You can make the most out of your retirement by taking …

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Mid-Year Financial Checklist 53:15

1y ago53:15

53:15

We’re well over halfway through the year and mid-year is a great time to take a moment to review your savings, investment, insurance and tax strategies so you have plenty of time to make changes before the calendar flips to 2024. You don’t want to wait until the fourth quarter of the year to check on your finances! Pat has your mid-year retirement …

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Key Conversations for Your Future 53:12

1+ y ago53:12

53:12

Concerns about appearing greedy … feeling inadequate … privacy concerns … and paranoia about your own lack of financial knowledge. Those are just some of the reasons why many people absolutely dread talking about their finances. But it’s important for you buckle down and have some of those crucial conversations with your spouse, your family, and yo…

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How much to retire? 53:45

1+ y ago53:45

53:45

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!Av Patrick Strubbe

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Retirement Planning Puzzle 52:44

1+ y ago52:44

52:44

What are some of the key pieces of a retirement income strategy? What are some ways you can help ensure your income will last? How important is it to be tax efficient in retirement? How will you pay for long-term care? Those are some big questions but Pat will help you piece together your retirement planning puzzle. Don’t miss this week’s episode!…

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Federal Debt: A History 53:16

1+ y ago53:16

53:16

It’s a tale as old as time. Governments have debt, and leaders who have different ideas about how to address it. Nothing new there. But you might be surprised to learn just how fast our nation’s debt grew right from the start of the Revolutionary War. Not only do we have a history lesson for you, but Pat will also cover what you should be ready for…

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Retirement Confidence Decline 53:29

1+ y ago53:29

53:29

The 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!…

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Planning for Summer Travel 53:17

1+ y ago53:17

53:17

You’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!…

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Don’t Worry, Be Planning 53:18

1+ y ago53:18

53:18

Last 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 failur…

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Aging at Home 55:44

1+ y ago55:44

55:44

You might have your home paid off (or nearly paid off) when you get to retirement, but are there any other housing costs that you might need to prepare for? This is especially important if you’d rather spend as many years as possible in your home rather than moving to a retirement community or assisted living facility. Don’t miss this week’s episod…

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Your All-Weather Retirement Strategy 53:18

1+ y ago53:18

53:18

With everything going on in the world right now, your finances need to be able to weather any financial storm. Today on “Save Your Retirement” we’ll outline some of the major financial risks on the horizon today. We’ll also cover “all-weather” strategies to help you protect your savings, no matter what kind of storms are unfolding in the financial …

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Save Your Social Security 53:17

1+ y ago53:17

53:17

There are a few things that are rightfully yours when you get to retirement … the wealth you’ve built up in your retirement savings (after taxes of course) … and your Social Security benefits.Av Patrick Strubbe

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Secure Act 2.0 53:12

1+ y ago53:12

53:12

2023 is bringing some significant changes to our retirement system in the U.S., with the passage of Secure Act 2.0. Pat is here to walk us through all the changes and new opportunities that exist under this new legislation. Don’t miss this week’s episode!Av Patrick Strubbe

1
2023 Retirement Outlook 53:16

1+ y ago53:16

53:16

We’re finally seeing some positive economic trends in the final weeks of 2022 with some better economic numbers here in the U.S. So, are we out of the woods yet? And how does the 2023 retirement outlook shape up? Pat will fill you in on today’s episode of “Save Your Retirement.” Plus, we’ll go over key questions for your retirement strategy and we’…

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2023 Master Calendar 53:15

1+ y ago53:15

53:15

Here we are again. The start of another New Year, and the opportunity to get ahead of your financial strategy in 2023. 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 2023. Don’t miss it!…

1
Here's Your Sign 53:19

1+ y ago53:19

53:19

Do you dread trying to get through to your financial advisor? Feel like your questions go unanswered? You just might need to find someone new to help you with your financial plans for retirement. And you’re in luck because this week Pat will help us identify the top signs that you need a new advisor.…

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Economic Forecast 55:43

2y ago55:43

55:43

“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!…

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Year-End Checklist 55:10

2y ago55:10

55:10

The fourth quarter is here and it’s 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. On this week’s show, Pat tells you what should be on your year-end checklist, PLUS we’ll cover the three stages of retirement. Don’t miss it!…

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Celebrate Financial Planning Month 53:23

2y ago53:23

53:23

Pat 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!…

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Year-End In Sight 53:18

2y ago53:18

53:18

It’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!Av Patrick Strubbe

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Under Pressure 53:16

2y ago53:16

53:16

Higher prices continue to put pressure on our individual bank accounts, but also on the Fed, the markets, and the economy as a whole. How do you keep all these pressures from putting your retirement plans into a tailspin? Pat has the answer for you on how to create an inflation-adjusted budget and a retirement income strategy for the future. Don’t …

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Key Retirement Questions 53:22

2y ago53:22

53:22

Inflation, a down economy, and higher taxes down the road are continuing to feed into feelings of uncertainty for everyone, especially baby boomers who are about to retire or already retired. Can you afford to retire? How can you avoid more losses in your 401k? What are your options for income in retirement? Pat will answer those questions and more…

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When To Count Your Chickens 53:23

2y ago53:23

53:23

Don’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!…

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A Strain on Social Security and Medicare 53:21

2y ago53:21

53:21

Ongoing high inflation, a strained economy, and the fact that 10,000 baby boomers turn 65 every day means trouble for two important retirement programs: Social Security and Medicare. This week Pat will talk about why it’s important to act now on your strategy for protecting your income and your future in retirement. Don’t miss this week’s episode!…

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Attention Empty Nesters 53:18

2y ago53:18

53:18

All 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 …

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