273 episodes
Save your Retirement with Pat Strubbe Patrick Strubbe
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- Affaires
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
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Midlands Area Housing Market Update
Midlands Area Housing Market Update by Patrick Strubbe
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Top 5 Financial Innovations
In a world where the only constant is change, Pat explores the top five financial innovations revolutionizing the industry. Discover how these advancements are shaping the future of finance and impacting everyday lives.
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Avoiding Bad Financial Habits
Discover how to break the bad habit of living without a financial plan and avoid missing out on valuable tax breaks. With only 33% of Americans having a written financial plan, this show will guide you in ensuring your money lasts through retirement by avoiding poor financial habits and establishing a solid plan.
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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.
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Retirement Income Strategies
You spent an entire career saving for your retirement, don't make a misstep that spends down your savings too quickly.
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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!