Episodes

  • Midlands Area Housing Market Update

    Midlands Area Housing Market Update
    Jun 1 2024
    Midlands Area Housing Market Update by Patrick Strubbe
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    53 mins
  • Top 5 Financial Innovations

    Top 5 Financial Innovations
    May 26 2024
    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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    53 mins
  • Avoiding Bad Financial Habits

    Avoiding Bad Financial Habits
    May 20 2024
    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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    53 mins
  • Estate Planning isn't One Size Fits All

    Estate Planning isn't One Size Fits All
    May 14 2024
    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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    53 mins
  • Retirement Income Strategies

    Retirement Income Strategies
    Apr 12 2024
    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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    53 mins
  • The Top Signs That You Need a New Advisor

    The Top Signs That You Need a New Advisor
    Apr 12 2024
    Every client has different financial goals and different financial needs, we want you to find the best fit for YOU!
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    53 mins
  • Retirement Been There, Done That

    Retirement Been There, Done That
    Apr 12 2024
    Retirement tips from retirees
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    53 mins
  • Real Estate and Preserving Your Retirement from Taxes

    Real Estate and Preserving Your Retirement from Taxes
    Feb 28 2024
    Join Pat and guest Casey Estridge for an insightful discussion on navigating the real estate investment market. Explore the complexities of the IRS tax code with Pat and Jen, and learn practical strategies to safeguard your retirement from tax implications. Don't miss this opportunity to gain valuable insights from industry experts.
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    53 mins