Save your Retirement with Pat Strubbe

The 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 Retiremen...

A recent CNBC survey shows that 81 percent of US adults are worried about a recession hitting this year; And more economists and financial analysts believe our recession risk is “high.” So what should you do with your retirement savings? We’ll talk you through it all on this week’s show, PLUS Pat will help you navigate the “Retirement Construction Zone.” Don’t miss it!

A recent CNBC survey shows that 81 percent of US adults are worried about a recession hitting this year; And more economists and financial analysts believe our recession risk is “high.” So what should you do with your retirement savings? We’ll talk you through it all on this week’s show, PLUS Pat will help you navigate the “Retirement Construction Zone.” Don’t miss it!

Nine out of 10 Americans are planning to travel this summer, despite inflation pushing prices higher on just about everything. People are still planning to travel, but higher prices are causing many of us to modify our plans. We’ll talk about summer travel trends, PLUS there are plenty of retirement planning lessons we can take from saving for summer travel. Don’t miss this week’s episode!

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!

Every 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.

Federal officials are considering more aggressive interest rate increase to combat inflation. And Social Security beneficiaries may face over $10 billion more in Social Security taxes this year. Those are our top headlines this week; we’ll cover those things and much more on this week’s episode! Don’t miss it!

Life insurance can be a very important asset a pre-retiree or retiree can have. Yet not only do people tend to question whether buying life insurance is a worthwhile expenditure, they’re also intimidated when it comes to purchasing it. Today’s show helps listeners understand why they should consider life insurance, how life insurance works, the many ways it can help protect a family and their asse...

Forty-four percent of Americans are worried they’ll never be able to retire, which is an all-time high. And only 33 percent of Americans have a written financial plan, which means nearly 70 percent of us don’t have a written strategy for our money. Do those stats have you worried? There are some simple steps you can take to gauge your preparedness for retirement … it’s as easy as checking off the...

Half of seniors have burned through their emergency savings thanks to inflation. If you’re worried that increased costs will have you pinching pennies in retirement, stay with us as we talk about how you can deal with inflation in the future. Do all these negative economic headlines have you feeling a little down? We also have some uplifting news from an “old” Olympian who wasn’t about to let youn...

Just how well can you predict the future? Do you think you can time the markets? How much are you willing to risk? We all know that we can’t predict what will happen with the economy, but we can learn from what’s happened in the past as we make some financial decisions going forward. We’ll talk about the value of solid financial guidance during times of volatility, and we’ll talk through some of t...

You might not think much about the big game until you’re on the couch with your remote and a few slices of pizza. That’s the fun part of being a fan. But what if the coaches and players took that approach? No practice, no watching film, no playbooks. Just showing up on game day and hoping things go okay. This week we’ll talk about creating your game plan for retirement. Plus, we’ll learn some less...

Inflation 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 th...

We are still at the start of another New Year, which is a great opportunity to get ahead of your financial strategy in 2022. There are several deadlines to remember throughout the year. This week Pat hits the highlights so you can mark your calendars for key retirement dates to remember for 2022.

Any 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. Join us as we discuss how this could improve your retirement plans.

Resolutions are easy to make and even easier to break. It’s time to think about practical goals for the New Year. So if you could use some guidance on creating and sticking to your financial goals, you don’t want to miss this week’s show!

The pandemic that never ends and global supply chain shortages led to rising prices around the globe in 2021. And retirement issues were in the center of it all as Congress did a few things: pumped a lot of stimulus money into the economy and took a hard look at strategies and tools we use to save for retirement. Today we’ll look at the biggest retirement news of 2021. PLUS, three French hens, two...

Millions 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 fi...

It’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 epis...

There 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 Strubbe

There could always be another storm on the horizon. There will always be chaos and turmoil, and your money needs to be able to withstand whatever comes your way. Whether the chaos comes from the global economy, Wall Street, or the halls of Congress, you need to have a financial strategy in place to make sure your accounts and savings, can weather the storm. We’ll also hear from the chair of the Fe...

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. W...

There 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 Strubbe

There’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!

Are we on the brink of a “flash recession” like some analysts think? What about the possibility of tax increases? And even without risks like these, more than a quarter of Americans underestimate their life expectancy, so they’re coming up short when it comes to how long their retirement savings will need to last. These are just a few of the reasons why Pat will spend some time on this week’s show...