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

Peak 65

Feb 7th, 2024 53m 16s

“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 Edition 4!

Jan 30th, 2024 53m 15s

Save Your Retirement Edition 4! by Patrick Strubbe

2024 Retirement Forecast

Jan 16th, 2024 53m 18s

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.

2024 Master Plan

Jan 9th, 2024 53m 15s

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

The 5 Key Ingredients

Dec 21st, 2023 53m 15s

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.

Withdrawal Rate Drama

Dec 21st, 2023 53m 13s

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 yo

Interest Rates at 15-Year Highs

Nov 21st, 2023 53m 15s

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 sho

On the Bright Side

Oct 24th, 2023 53m 19s

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

Options for Preserving Your Savings

Oct 12th, 2023 53m 19s

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!

Don’t Cash Out That 401k!

Sep 27th, 2023 53m 17s

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 fin

Strategies to Maximize Retirement Income

Sep 13th, 2023 53m 17s

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

Mid-Year Financial Checklist

Sep 6th, 2023 53m 15s

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

Key Conversations for Your Future

Aug 3rd, 2023 53m 12s

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 import

How much to retire?

Jul 27th, 2023 53m 45s

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 Reti

Retirement Planning Puzzle

Jul 27th, 2023 52m 44s

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 questi

Federal Debt: A History

Jul 4th, 2023 53m 16s

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 Revolutiona

Retirement Confidence Decline

Jun 20th, 2023 53m 29s

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

Planning for Summer Travel

Jun 5th, 2023 53m 17s

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 mi

Don’t Worry, Be Planning

May 8th, 2023 53m 18s

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 co

Aging at Home

Apr 10th, 2023 55m 44s

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 ho

Your All-Weather Retirement Strategy

Mar 20th, 2023 53m 18s

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”