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.

“Peak 65” is here with record numbers of baby boomers turning 65 in 2024. That means millions of Americans will be facing decisions about Medicare, when to retire, and when to start Social Security.

Save Your Retirement Edition 4! by Patrick Strubbe

Is 2024 your year to retire? Today we have your retirement forecast for 2024, so you can understand the key factors you might want to consider before you enter this next phase of your life.

Here we are again. The start of another New Year, and the opportunity to get ahead of your financial strategy in 2024. There are several deadlines to remember throughout the year. We want to hit the highlights so you can mark your calendars for key retirement dates to remember for 2024.

What changes will the New Year bring for programs like Social Security and Medicare? Plus the IRS has made some recent changes that could be pretty costly for some of you. We’ll tell you what to expect and so much more today.

You might think the hard part is over now that you’ve spent all these years saving for retirement. But do you know how to turn that savings into income in retirement? And do you know just how much income you can withdraw without penalty from your retirement accounts? We’ll cover that today, as well as some controversial opinions about just how much you can safely withdraw.

Interest rates have risen higher and faster than any other time in history. What does that mean for borrowers, for savers, for homebuyers and homeowners? Pat asked his lending expert Sam Cullum of Guild Mortgage to join him on this weekends show

Things are looking up for many of us, with higher average retirement account balances. But what are some of the other factors you don’t want to lose sight of? Pat will break it down for you on this week’s episode of Save Your Retirement. Don’t miss it!

We all know there’s more to preparing for retirement than just saving enough. What steps are you taking to preserve what you’ve saved? Pat covers some of the options for you to consider for your family. Don’t miss this week’s episode!