Midlands Area Housing Market Update by Patrick Strubbe

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.

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.

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.

You spent an entire career saving for your retirement, don't make a misstep that spends down your savings too quickly.

Every client has different financial goals and different financial needs, we want you to find the best fit for YOU!

Retirement tips from retirees

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