Episodes

  • 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 mins
  • Optimizing Social Security

    Optimizing Social Security
    May 29 2025
    Optimizing Social Security by Patrick Strubbe
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    53 mins
  • 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 mins
  • Could a Recession Be Looming?

    Could a Recession Be Looming?
    Apr 23 2025
    Could we be headed toward a recession? Some economists say that we have a 40% chance of an economic downturn. Pat is here to share simple steps that could help preserve your money if the market takes a dive.
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    53 mins
  • The Federal Debt Keeps Rising

    The Federal Debt Keeps Rising
    Apr 22 2025
    Pat looks at the rising national debt and its recent history, and why many economists feel rising taxes are the only way to try and dig out of it. Later he looks at how to preserve the money you have saved in IRAs and 401Ks, especially as it involves tax planning to try and avoid future tax increases.
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    53 mins
  • Preserving Your Retirement From Taxes

    Preserving Your Retirement From Taxes
    Apr 21 2025
    Many people think they will be paying less in taxes in retirement because they aren’t working. Pat takes a deep dive into the system and finds that may not be the case, that many folks may pay more taxes, especially if rates go up to help lower the mounting national debt.
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    53 mins
  • Social Security Confidence

    Social Security Confidence
    Apr 18 2025
    Many people aren’t especially confident about the future of Social Security, which is a huge part of any retirement plan. Pat looks at the system and what may lie ahead regarding its ability to provide income for post-working life. Later he revisits the five financial stages of life and answers listener questions from the mailbag.
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    53 mins
  • Retirement Biggest Concerns

    Retirement Biggest Concerns
    Apr 16 2025
    After a look at the recent financial landscape, Pat addresses some major questions that people when it comes to their retirement savings and how best to make it work for them.
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    53 mins
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