Episodes

  • Could a Recession Be Looming?

    Could a Recession Be Looming?
    Apr 23 2025
    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.
    Show more Show less
    53 mins
  • The Federal Debt Keeps Rising

    The Federal Debt Keeps Rising
    Apr 22 2025
    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.
    Show more Show less
    53 mins
  • Preserving Your Retirement From Taxes

    Preserving Your Retirement From Taxes
    Apr 21 2025
    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.
    Show more Show less
    53 mins
  • Social Security Confidence

    Social Security Confidence
    Apr 18 2025
    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.
    Show more Show less
    53 mins
  • Retirement Biggest Concerns

    Retirement Biggest Concerns
    Apr 16 2025
    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.
    Show more Show less
    53 mins
  • Financial Habits to Break

    Financial Habits to Break
    Apr 9 2025
    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.
    Show more Show less
    53 mins
  • Retirement Construction Zone

    Retirement Construction Zone
    Dec 23 2024
    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.
    Show more Show less
    53 mins
  • Financial Celebrities: The Good, the Bad, and the Ugly

    Financial Celebrities: The Good, the Bad, and the Ugly
    Oct 23 2024
    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
    Show more Show less
    53 mins
adbl_web_global_use_to_activate_webcro768_stickypopup