Mid-Year Check Up

Save your Retirement with Pat Strubbe

#Business #Retirement Planning #Save Your Retirement With Pat Strubbe #Patrick A Strubbe

26:28

Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…

about a year ago 53:12

MP3•Episode home

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.

297 episodes

Mid-Year Check Up

Save your Retirement with Pat Strubbe

11 subscribers

published about a year ago

MP3•Episode home

297 episodes

#Business #Retirement Planning #Save Your Retirement With Pat Strubbe #Patrick A Strubbe

All episodes

Save your Retirement with Pat Strubbe

1
How New Laws Affect Your Retirement | Save Your Retirement 53:16

5 days ago53:16

53:16

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.

Save your Retirement with Pat Strubbe

1
Your Financial Future | Save Your Retirement with Pat Strubbe 53:15

11 days ago53:15

53:15

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 Uncle Sam more than you need to.…

Save your Retirement with Pat Strubbe

1
Revisiting Financial Literacy | Save Your Retirement with Pat Strubbe 53:16

16 days ago53:16

53:16

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.

Save your Retirement with Pat Strubbe

1
Volatility and Risk | Save Your Retirement with Pat Strubbe 53:17

18 days ago53:17

53:17

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.

Save your Retirement with Pat Strubbe

1
A Bumpy Ride 53:15

5 weeks ago53:15

53:15

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.

Save your Retirement with Pat Strubbe

1
Mid-Year Check Up 53:12

6 weeks ago53:12

53:12

Save your Retirement with Pat Strubbe

1
Making Retirement Money Last 53:16

6 weeks ago53:16

53:16

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.

Save your Retirement with Pat Strubbe

1
International Relations and Your Retirement 53:14

6 weeks ago53:14

53:14

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.

Save your Retirement with Pat Strubbe

1
Planning for the Future as a Family 53:12

7 weeks ago53:12

53:12

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.

Save your Retirement with Pat Strubbe

1
The History of Taxes 53:14

7 weeks ago53:14

53:14

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.…

Save your Retirement with Pat Strubbe

1
Optimizing Social Security 53:14

7 weeks ago53:14

53:14

Optimizing Social Security by Patrick Strubbe

Save your Retirement with Pat Strubbe

1
Creating Dependable Retirement Income 53:15

8 weeks ago53:15

53:15

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.…

Save your Retirement with Pat Strubbe

1
Could a Recession Be Looming? 53:15

12 weeks ago53:15

53:15

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.

Save your Retirement with Pat Strubbe

1
The Federal Debt Keeps Rising 53:14

13 weeks ago53:14

53:14

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.…

Save your Retirement with Pat Strubbe

1
Preserving Your Retirement From Taxes 53:16

13 weeks ago53:16

53:16

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.

Save your Retirement with Pat Strubbe

1
Social Security Confidence 53:14

13 weeks ago53:14

53:14

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.…

Save your Retirement with Pat Strubbe

1
Retirement Biggest Concerns 53:15

13 weeks ago53:15

53:15

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.

Save your Retirement with Pat Strubbe

1
Financial Habits to Break 53:13

14 weeks ago53:13

53:13

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.…

Save your Retirement with Pat Strubbe

1
Retirement Construction Zone 53:14

30 weeks ago53:14

53:14

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.

Save your Retirement with Pat Strubbe

1
Financial Celebrities: The Good, the Bad, and the Ugly 53:16

39 weeks 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 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.SCPreservation.com www.Amazon.com/Author/Pat-Strubbe www.youtube.com/@PreservationSpecialistLLC…

Save your Retirement with Pat Strubbe

1
Understanding Social Security's Cost-of-Living Adjustment (COLA): What Retirees Need to Know 53:17

48 weeks 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, this discussion will provide the insights you need to feel more informed and in control of your retirement planning.…

Save your Retirement with Pat Strubbe

1
Navigating the Current Interest Rate Landscape 53:16

49 weeks 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 option is investing in a fixed annuity now. Analysts suggest that securing a high interest rate today could benefit you for the life of the annuity, regardless of future Fed decisions. Don’t miss out on this potential opportunity to lock in a favorable rate!"…

Save your Retirement with Pat Strubbe

1
Balancing Today & Tomorrow: Your Financial Future 53:17

1 year 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.

Save your Retirement with Pat Strubbe

1
Mastering Emotional Intelligence Amidst Economic Uncertainty 53:17

1 year 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. Learn to recognize the media's negative bias and understand the importance of having a solid financial plan to ease your mind. Tune in to empower yourself with knowledge and find peace amidst economic uncertainty.…

Save your Retirement with Pat Strubbe

1
Midlands Area Housing Market Update 53:16

1 year ago53:16

53:16

Midlands Area Housing Market Update by Patrick Strubbe

Save your Retirement with Pat Strubbe

1
Top 5 Financial Innovations 53:17

1 year 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.

Save your Retirement with Pat Strubbe

1
Avoiding Bad Financial Habits 53:16

1 year 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.…

Save your Retirement with Pat Strubbe

1
Estate Planning isn't One Size Fits All 53:17

1 year 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.

Save your Retirement with Pat Strubbe

1
Retirement Income Strategies 53:17

1 year 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.

Save your Retirement with Pat Strubbe

1
The Top Signs That You Need a New Advisor 53:16

1 year ago53:16

53:16

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

Save your Retirement with Pat Strubbe

1
Retirement Been There, Done That 53:17

1 year ago53:17

53:17

Retirement tips from retirees

Save your Retirement with Pat Strubbe

1
Real Estate and Preserving Your Retirement from Taxes 53:15

1 year 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.…

Save your Retirement with Pat Strubbe

1
Peak 65 53:16

1 year 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.

Save your Retirement with Pat Strubbe

1
Save Your Retirement Edition 4! 53:15

1 year ago53:15

53:15

Save Your Retirement Edition 4! by Patrick Strubbe

Save your Retirement with Pat Strubbe

1
2024 Retirement Forecast 53:18

2 years 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.

Save your Retirement with Pat Strubbe

1
2024 Master Plan 53:15

2 years 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.

Save your Retirement with Pat Strubbe

1
The 5 Key Ingredients 53:15

2 years 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.

Save your Retirement with Pat Strubbe

1
Withdrawal Rate Drama 53:13

2 years 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 you can safely withdraw.…

Save your Retirement with Pat Strubbe

1
Interest Rates at 15-Year Highs 53:15

2 years 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 show

Save your Retirement with Pat Strubbe

1
On the Bright Side 53:19

2 years 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!

Save your Retirement with Pat Strubbe

1
Options for Preserving Your Savings 53:19

2 years 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!

Save your Retirement with Pat Strubbe

1
Don’t Cash Out That 401k! 53:17

2 years 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!…

Save your Retirement with Pat Strubbe

1
Strategies to Maximize Retirement Income 53:17

2 years 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 these strategic but simple steps. Don’t miss this week’s episode!…

Save your Retirement with Pat Strubbe

1
Mid-Year Financial Checklist 53:15

2 years 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 checklist on this week’s episode. Don’t miss it!…

Save your Retirement with Pat Strubbe

1
Key Conversations for Your Future 53:12

2 years ago53:12