Pat looks back at a recent study showing a number of Americans did not do well on a quiz involving numerous questions surrounding financial issues and how they could do better. He also looks at ways to create dependable retirement income, as well as the top ways to stay active in retirement.

Pat discusses the recent market volatility and how you should assess your level of risk in your portfolio to make sure you are comfortable with your investments. He also revisits various challenges with your money in retirement as well as answering a variety of questions from listeners.

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.

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.

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.

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.

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.

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.

Optimizing Social Security by Patrick Strubbe

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.