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Save your Retirement with Pat Strubbe

Patrick Strubbe

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Save your Retirement with Pat Strubbe

Save your Retirement with Pat Strubbe

Patrick Strubbe

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Followers
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About Us

Patrick A. Strubbe, ChFC, CLU, RFC is the founder and owner 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 and on WIS-NBC TV with Dawndy Mercer Plank. He’s also been featured in Investors Business Daily.Pat is also the author of the Amazon.com best-selling book, “Save Your Retirement!” Featuring seven nasty villains, Pat’s down-to-earth humor and expertise shines through his Super Retirement Planner’s character. His book is helping many people understand the serious challenges faced by those nearing or in their retirement years.

Latest Episodes

Simple May Sell, But Your Retirement May Be Anything but Simple

Think about all the ad slogans you’ve heard over the years and I’m guessing you can name at least 5 of them. You recognize all these slogans because they’re simple. And their marketing is so effective that you can picture the logos of these companies and hear that catchy jingle in your head. Because simple sells. But that’s a trap when it comes to retirement, because retirement can be complicated and multi-faceted. Your retirement shouldn’t have to hinge on a catchy jingle and effective phrase. A retirement planner should be focused on developing a relationship for success, not just trying to sell you something. Don’t fall for the convenience of getting a cookie-cutter plan that’s just like the plan your neighbor has.

53 MIN3 d ago
Comments
Simple May Sell, But Your Retirement May Be Anything but Simple

When Retirement Comes Sooner Than Expected

Sometimes we can neglect the instances where retirement is suddenly thrust on someone because of unforeseen complications, like a health-related problem. This show dives into that scenario and what can be done to help ensure a comfortable retirement for the retiree.

53 MIN1 w ago
Comments
When Retirement Comes Sooner Than Expected

Get Your Financial Check-Up

You visit your doctor every year for your annual check-up to stay healthy and to be aware of any potential issues when it comes to your health. Why should your financial health be any different? That only multiplies in importance once you get in retirement, because you’re no longer earning a paycheck. This show examines what you need to be aware of for your financial health in pre-retirement and retirement.

53 MIN2 w ago
Comments
Get Your Financial Check-Up

How to Retire in An Unfriendly Retirement Environment

The Federal Reserve recently cut interest rates, a move that could signal the start of a new cycle of rate cuts to bolster the U.S. economy. It provides a view that a slower-growing economy with low investment returns and workers having to either save more or stay employed longer could be ahead. How might it affect retirees? Will they have to take on more risk to stay retired?

53 MIN3 w ago
Comments
How to Retire in An Unfriendly Retirement Environment

The Client Experience

A phone call or website can seem so impersonal. And worse, it could be a scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It’s a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a first meeting with a financial professional and what this meeting and process may entail.

53 MINJAN 17
Comments
The Client Experience

Financial Considerations for Potential Centenarians

Living to the ripe old age of 100 isn’t as farfetched as it used to be. And as the likelihood of living that long increases, so, too, does the risk of outliving your money. This show details some of the steps people can take today to extend the life of their assets for all those tomorrows that may lie ahead, including suggestions for managing and stretching Social Security benefits, investments, retirement accounts and more, just in case they do live to see triple digits.

53 MINJAN 9
Comments
Financial Considerations for Potential Centenarians

Building Blocks for a Rock-Solid Retirement

We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a retirement portfolio designed to last as long as you do? Today’s show details some of the fundamental, foundational steps people can take to put themselves on solid footing for a fulfilling retirement.

53 MINJAN 3
Comments
Building Blocks for a Rock-Solid Retirement

Planning For The Future As A Family

It’s hard to discuss life and death matters with your family, because any loss in family is just too hard to even think about. But not discussing these matters can also bring pain, and sometimes, hardships. Should something happen to you – and especially if you’re the breadwinner – you need to plan ahead not just for your sake, but for the sake of your family. You need to discuss a variety of topics in certain scenarios to make sure you not only hold on to your dignity, but to give the autonomy to your family, and not the government or the courts. In this show, we’ll discuss what needs to be discussed, with whom and the proactive steps you and your family should take to help ensure the family’s legacy stays intact.

53 MIN2019 DEC 26
Comments
Planning For The Future As A Family

Is Your Retirement Plan on Track?

This show addresses one of the most common retirement planning questions: “Am I on track to retire?” The show speaks to the importance of defining one’s financial needs and objectives. It also asks the question: “How much should we have saved for retirement?

53 MIN2019 DEC 19
Comments
Is Your Retirement Plan on Track?

The Seven Retirement Villains!

Who ARE the Seven Retirement Villains? And more importantly, how do you protect yourself from them? In this show, we dig into Pat's best-selling book, the seven retirement villains, and specific steps you can take to protect yourself and your retirement.

53 MIN2019 DEC 12
Comments
The Seven Retirement Villains!

Latest Episodes

Simple May Sell, But Your Retirement May Be Anything but Simple

Think about all the ad slogans you’ve heard over the years and I’m guessing you can name at least 5 of them. You recognize all these slogans because they’re simple. And their marketing is so effective that you can picture the logos of these companies and hear that catchy jingle in your head. Because simple sells. But that’s a trap when it comes to retirement, because retirement can be complicated and multi-faceted. Your retirement shouldn’t have to hinge on a catchy jingle and effective phrase. A retirement planner should be focused on developing a relationship for success, not just trying to sell you something. Don’t fall for the convenience of getting a cookie-cutter plan that’s just like the plan your neighbor has.

53 MIN3 d ago
Comments
Simple May Sell, But Your Retirement May Be Anything but Simple

When Retirement Comes Sooner Than Expected

Sometimes we can neglect the instances where retirement is suddenly thrust on someone because of unforeseen complications, like a health-related problem. This show dives into that scenario and what can be done to help ensure a comfortable retirement for the retiree.

53 MIN1 w ago
Comments
When Retirement Comes Sooner Than Expected

Get Your Financial Check-Up

You visit your doctor every year for your annual check-up to stay healthy and to be aware of any potential issues when it comes to your health. Why should your financial health be any different? That only multiplies in importance once you get in retirement, because you’re no longer earning a paycheck. This show examines what you need to be aware of for your financial health in pre-retirement and retirement.

53 MIN2 w ago
Comments
Get Your Financial Check-Up

How to Retire in An Unfriendly Retirement Environment

The Federal Reserve recently cut interest rates, a move that could signal the start of a new cycle of rate cuts to bolster the U.S. economy. It provides a view that a slower-growing economy with low investment returns and workers having to either save more or stay employed longer could be ahead. How might it affect retirees? Will they have to take on more risk to stay retired?

53 MIN3 w ago
Comments
How to Retire in An Unfriendly Retirement Environment

The Client Experience

A phone call or website can seem so impersonal. And worse, it could be a scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It’s a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a first meeting with a financial professional and what this meeting and process may entail.

53 MINJAN 17
Comments
The Client Experience

Financial Considerations for Potential Centenarians

Living to the ripe old age of 100 isn’t as farfetched as it used to be. And as the likelihood of living that long increases, so, too, does the risk of outliving your money. This show details some of the steps people can take today to extend the life of their assets for all those tomorrows that may lie ahead, including suggestions for managing and stretching Social Security benefits, investments, retirement accounts and more, just in case they do live to see triple digits.

53 MINJAN 9
Comments
Financial Considerations for Potential Centenarians

Building Blocks for a Rock-Solid Retirement

We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a retirement portfolio designed to last as long as you do? Today’s show details some of the fundamental, foundational steps people can take to put themselves on solid footing for a fulfilling retirement.

53 MINJAN 3
Comments
Building Blocks for a Rock-Solid Retirement

Planning For The Future As A Family

It’s hard to discuss life and death matters with your family, because any loss in family is just too hard to even think about. But not discussing these matters can also bring pain, and sometimes, hardships. Should something happen to you – and especially if you’re the breadwinner – you need to plan ahead not just for your sake, but for the sake of your family. You need to discuss a variety of topics in certain scenarios to make sure you not only hold on to your dignity, but to give the autonomy to your family, and not the government or the courts. In this show, we’ll discuss what needs to be discussed, with whom and the proactive steps you and your family should take to help ensure the family’s legacy stays intact.

53 MIN2019 DEC 26
Comments
Planning For The Future As A Family

Is Your Retirement Plan on Track?

This show addresses one of the most common retirement planning questions: “Am I on track to retire?” The show speaks to the importance of defining one’s financial needs and objectives. It also asks the question: “How much should we have saved for retirement?

53 MIN2019 DEC 19
Comments
Is Your Retirement Plan on Track?

The Seven Retirement Villains!

Who ARE the Seven Retirement Villains? And more importantly, how do you protect yourself from them? In this show, we dig into Pat's best-selling book, the seven retirement villains, and specific steps you can take to protect yourself and your retirement.

53 MIN2019 DEC 12
Comments
The Seven Retirement Villains!
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