Episodios

  • A Bumpy Ride

    A Bumpy Ride
    Jun 16 2025
    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.
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    53 m
  • Mid-Year Check Up

    Mid-Year Check Up
    Jun 7 2025
    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.
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    53 m
  • Making Retirement Money Last

    Making Retirement Money Last
    Jun 6 2025
    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.
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    53 m
  • International Relations and Your Retirement

    International Relations and Your Retirement
    Jun 4 2025
    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.
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    53 m
  • Planning for the Future as a Family

    Planning for the Future as a Family
    Jun 2 2025
    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.
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    53 m
  • The History of Taxes

    The History of Taxes
    May 31 2025
    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.
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    53 m
  • Optimizing Social Security

    Optimizing Social Security
    May 29 2025
    Optimizing Social Security by Patrick Strubbe
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    53 m
  • Creating Dependable Retirement Income

    Creating Dependable Retirement Income
    May 27 2025
    People get dependable, regular paychecks during their working career. But when retirement comes, those regular paychecks need to come from other sources. Pat takes a look at what these are, and how to create a foundational piece of income that covers regular expenses as part of a solid retirement plan.
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    53 m
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