270 episodios
Save your Retirement with Pat Strubbe Patrick Strubbe
-
- Economía y empresa
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
-
Estate Planning isn't One Size Fits All
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.
-
Retirement Income Strategies
You spent an entire career saving for your retirement, don't make a misstep that spends down your savings too quickly.
-
The Top Signs That You Need a New Advisor
Every client has different financial goals and different financial needs, we want you to find the best fit for YOU!
-
-
Real Estate and Preserving Your Retirement from Taxes
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.
-
Peak 65
“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.