Advertise on podcast: Save your Retirement with Pat Strubbe

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★★★★☆

3.9

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7 reviews

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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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Check latest episodes from Save your Retirement with Pat Strubbe podcast

5 Common Questions | Save Your Retirement

2026/11/02

More retirees than ever are turning to financial advisors for the first time, and they're all circling the same core question: "Am I going to be OK?" In this episode, Pat walks us through five of the biggest questions retirees bring to the table and shows you how the right plan could turn your retirement fears into confidence.

The Medicare Scare | Save Your Retirement

2026/10/30

With the news of a federal Medicare subsidy program ending after 2026, the frightening headlines have been non-stop. However, for most retirees – especially those with a strong financial plan – this is a far less dramatic change than the media is saying. In this episode, Pat cuts through the noise, put the real numbers in perspective, and make the case for why a strong retirement plan shouldn't flinch at policy headlines like these.

Planning for Income in Retirement | Save Your Retirement

2026/10/12

With rising costs and longer lifespans, the old rules for retirement income no longer apply. The key to a secure retirement in 2025 isn't just about how much you've saved – it's about creating reliable, monthly income.

More Than a Number | Save Your Retirement

2026/10/05

Americans now believe they need $1.46 million to retire comfortably — a jump of more than 15% from last year’s estimate. Nearly half of Americans don't feel ready to retire, and almost half fear they'll outlive their savings. In this episode, Pat explains why chasing a single "magic number" can leave you exposed, and how an income-focused plan can help outlast whatever figure the headlines throw at you next.

Are You in the Danger Zone? | Save Your Retirement

2026/09/28

The finish line is in sight, but one of the most dangerous parts of your financial journey may have just begun. During this critical ten-year window surrounding your retirement date, a single market crash can permanently impact your life savings. In this episode, Melissa & Pat expose the reality of sequence-of-returns risk. They reveal why the five years before and the five years after you stop working may be some of the most vulnerable of your entire life, and ways to help build a fortress around your money before the next economic storm hits.

Growing Government Debt | Save Your Retirement

2026/09/21

In a time when growing government debt is almost certainly paving the way for higher taxes, helping ensure the protection of your retirement savings is more important than ever. How you manage the potential taxation of your nest egg could define the reality of your retirement years.

Your 401K is Not a Plan | Save Your Retirement

2026/09/14

Imagine a master carpenter showing up to a job site with the most expensive tools money can buy—titanium hammers, high-end saws—but no blueprints. Without a plan, those tools are useless. Many people approach retirement the same way: they have financial "tools" like 401(k)s and IRAs, but no actual strategy to build a confident future.

Special Guest, Mission Lexington! | Save Your Retirement

2026/09/12

We have a special guest today, Mission Lexington! We'll highlight their 48-year commitment to holistic community support and share an example of purposeful giving in retirement, along with our usual financial guidance. Enjoy!

Legacy Planning | Save Your Retirement

2026/09/07

Legacy planning can be a tough conversation, but necessary. No one wants to think about death or what happens after they’re gone. This episode discusses ways you can help ensure your wishes are carried out.

Roth Conversion Window | Save Your Retirement

2026/08/31

With more and more uncertainty about where tax rates are headed in the future, people are taking a hard look at Roth conversions to provide tax-free growth and eventual income. The issue is that you have to pay taxes on that money now instead of putting it into tax-deferred accounts. Pat takes a look at this strategy and how you can determine if a Roth is right for you.

Mid-Year Review | Save Your Retirement

2026/08/24

For high-net-worth retirees and pre-retirees, a mid-year financial review isn’t just a good habit. It’s a critical checkpoint. This is the time to make sure your income, taxes, legacy plan and more are all working together the way they should. In this episode, Pat walks us through some of the essential aspects a retirement plan should have – because, for those with significant assets, small oversights can carry a very large price tag.

Inflation Trending Upwards | Save Your Retirement

2026/08/17

The numbers are in. Consumer prices have risen 4.2% in the past year – the largest annual rate in three years. Inflation isn’t just a headline. For retirees and those nearing retirement, it’s a three-sided threat. In this episode, Pat breaks down exactly how inflation is hitting retirement plans from every angle — and what wealthy retirees can do right now to help protect what they’ve built.

Avoiding Financial Pitfalls | Save Your Retirement

2026/08/10

Retirement is a time to enjoy life, but financial missteps can turn it into a source of stress. This week, Pat joins Melissa to discuss the top retirement mistakes that could drain your nest egg—and how to avoid them.

Retirement Optisim

2026/08/03

A recent study shows that thirty percent of people are less optimistic about whether their retirement financially will be as good as it was when they were working. Inflation, longevity, taxes and risk are all major factors. Pat takes a look at how best to handle your savings, including true diversification of investments and working with a financial professional to help put together as many streams of income as possible.

Outliving Your Retirement Savings | Save your Retirement

2026/07/27

This remains the number one fear of people going into retirement, and with longer lifespans, inflation, and the possibility of increased tax rates in the future, your savings may need to stretch for longer periods of retirement. Pat takes a look at how proper planning can help that money last.

Podcast reviews

Read Save your Retirement with Pat Strubbe podcast reviews

3.9 out of 5

7 reviews

★★★★★

Purplegiraffe7 2021/04/29

Great Podcast!

Very informative! The speaker sounded very knowledgeable and put an ease to retirement worry.

★★★★★

Radon S 2020/08/23

Great!

Super informative and great applications for retirement.

★☆☆☆☆

Dank kkkk d 2019/06/26

Not impressed

Let’s stop telling me the # to call and actually give me some knowledge

★★★★★

Marggraf 2018/03/26

Great!

Pat gives financial advice in a way that I can understand. He asks the right questions and answers them with penetrating logic. Well-worth a listen!

★★★★★

Cola Lady612 2016/12/30

Knowledgeable, trustworthy, personable

This podcast is full of great information! Pat gives solid, trustworthy advise in an area of finance that can be intimidating and overwhelming. He is ...

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