On-Track Retirement Show
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Is Your Retirement On Track?
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About Pat Schmidt
Before becoming a financial advisor, Pat spent four years as a left-handed pitcher in American Minor League Baseball. He now uses the discipline and focus he honed in the minor leagues to help his clients pursue their financial goals.
Pat has a passion for guiding individuals toward personalized retirement solutions. With a strong foundation in finance and education, he has dedicated his career to simplifying complex financial concepts and empowering people to take control of their financial futures. As the host of the On-Track Retirement Show, Pat combines his expertise with a relatable, coaching-driven style that resonates with listeners.
“Planning for retirement is more than just picking investments — it’s about having a comprehensive approach, focused on arming retirees with services and strategies and helping them avoid potential roadblocks.”
-Pat Schmidt
About Jay Curatti Director of Retirement Planning
Jay’s philosophy is that navigating retirement shouldn’t be a source of fear; it should be an opportunity to exhale and find confidence in your future. His approach centers on cutting through the “bright lights and big words” of the financial world to provide genuine, client-first guidance.
With a focus on simplifying complex topics such as taxes, long-term care, budgeting, and personal finance, he helps clients gain clarity and confidence in their financial decisions. Jay believes asking for help is not a weakness but a strength, grounded in the belief that achieving retirement goals requires specialized support from dedicated professionals.
A constant thought on Jay’s mind and what helps through ups and downs is his life’s purpose statement: “To the glory of God, I exist to serve and impact lives by challenging people’s thinking”.
“To the glory of God, I exist to serve and impact lives by challenging people’s thinking.”
-Jay Curatti
Get On Track. Stay On Track.
Could 60 minutes of your time change everything?
Find out from the comfort of your home by joining us for a virtual On-Track Retirement Review.
Schedule Your Free On-Track Retirement Review
Ready to get the keys to your ideal retirement? To help you design a retirement strategy tailored to your unique goals and dreams, we will guide you through three planning stages:
1. Schedule your review
2. Discover and implement your plan
3. Enjoy your stress-free retirement
Get started by scheduling a 60-minute no-obligation meeting with a financial professional today!
On-Track Retirement Review
You’ll also receive a free download of “Don’t Let Health Care Expenses Derail Your Retirement.” This complimentary guide can help you learn to avoid surprise medical expenses, including:
How much you should budget for health care
What Medicare does (and doesn’t) cover
Options for long-term care coverage, and how you can prepare now
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Investment Advisory Services are offered through Lasting Mark Retirement Group, LLC a registered investment adviser. Insurance products and services are offered and sold through Lasting Mark, LLC and individually licensed and appointed insurance agents in all appropriate jurisdictions.