Pat takes another look back at the history of taxes and how they have played a role in our country’s history, both distant and recent past. He also looks at how planning for the future as a family can help make sure everything passes smoothly when the time comes for the next generation to inherit estates from their parents or other older family members.

With tariffs and trade policy making headlines, it’s time to ask: Are your investments and financial plans prepared? Pat breaks down what these changes could mean for your portfolio and ways you can stay ahead.

After taking a look at some habits to break when preparing for retirement, Pat looks at ways you can help make your retirement money last, including having a written plan to follow to help you stay on track.

Today, we're diving into what the Big Beautiful Bill could mean for your taxes, your future, and your retirement plans.

Uncertainty is Everywhere | Save Your Retirement Podcast with Pat Strubbe by Patrick Strubbe

Could one new law rewrite the rules for your wealth and retirement? President Trump’s “Big Beautiful Bill” could transform the way you protect, grow, and pass on your assets. Pat is here to explore the opportunities this proposed legislation brings to the table.

There are reports of a 40% chance of an economic downturn in 2025. Pat discusses the media’s role in these reports and how people should stick with their plan regardless of headlines, and that changes can be made if and when necessary. He also revisits the subject of taxes in retirement and strategies to help preserve your money from having to pay Uncle Sam more than you need to.

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.