Save your Retirement with Pat Strubbe

Save your Retirement with Pat Strubbe

Patrick A. Strubbe, ChFC, CLU, RFC is the founder and managing partner of Preservation Specialists, LLC. He has been helping clients with their financial futures since 1997. Pat has been featured as a retirement expert in USA Today, Investors Business Daily, Fortune.com, and Entrepreneur.com, and on WIS-NBC TV News with Dawndy Mercer Plank. Pat is also the author of the Amazon.com best-selling books, “Save Your Retirement!” and "The Retirement Secret," Pat’s down-to-earth humor and expertise shine through his Super Retirement Planner’s character. His books help many people understand the serious challenges faced by those nearing or in their retirement years. To learn more about us, visit us at scpreservation.com

Episodes

November 28, 2025 53 mins
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.
Mark as Played
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!
Mark as Played
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.
Mark as Played
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 retire that could affect our futures in that regard, such as tax rates, inflation and ...
Mark as Played
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 members.
Mark as Played
August 11, 2025 53 mins
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.
Mark as Played
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.
Mark as Played
Today, we're diving into what the Big Beautiful Bill could mean for your taxes, your future, and your retirement plans.
Mark as Played
Uncertainty is Everywhere | Save Your Retirement Podcast with Pat Strubbe by Patrick Strubbe
Mark as Played
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.
Mark as Played
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.
Mark as Played
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.
Mark as Played
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.
Mark as Played
June 16, 2025 53 mins
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.
Mark as Played
June 7, 2025 53 mins
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.
Mark as Played
June 6, 2025 53 mins
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.
Mark as Played
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.
Mark as Played
June 2, 2025 53 mins
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.
Mark as Played
May 31, 2025 53 mins
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.
Mark as Played
May 29, 2025 53 mins
Optimizing Social Security by Patrick Strubbe
Mark as Played

Popular Podcasts

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Las Culturistas with Matt Rogers and Bowen Yang

    Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.

    Crime Junkie

    Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.