Welcome to the Retirement Planning Pipe-Line! In the debut episode, Retirement Planning Specialists Charles “David” Pipes, and Steve Zareck dive into the world of annuities and explore how they can play a powerful role in your retirement strategy. Tune in and take the first step toward creating the retirement income you can count on!
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Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financial topics? Connect with David and Steve and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
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Listen to the radio show every Sunday morning at 9am CST --- https://newsradio710.iheart.com/
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
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Connect with Charles “David” Pipes:
Phone --- 251-236-4371
Email --- Charles.Pipes@Amerilifeagent.com
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
Connect with Steve Zareck:
Phone --- 251-236-4371
Email --- szareck@amerilife.com
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/steve-zareck-53b443b1
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Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
Chapters
- (00:00:00) - Retirement Planning Podcast
- (00:01:16) - Retirement Planner on The Pipeline
- (00:03:07) - David Brody on Retirement Advice
- (00:06:17) - Bradley: Tailoring Your Money to the Client's Needs
- (00:08:42) - Retirement Planning: How Did You Help This Client?
- (00:13:17) - The Retirement Planning Pipeline
- (00:14:25) - Steve Ballentine: Annuities, The Big Picture
- (00:18:53) - Retirement Pyramid: What is an Annuity?
- (00:25:29) - David and Steve on Retirement Planning
- (00:26:45) - How to Salvage Debt From Your Retirement Planner Pipeline
- (00:29:44) - ANNUITIES 101
- (00:34:51) - Bonuses in Retirement: Mary Life Annuities
- (00:37:08) - Don't Ask For a Bonus
- (00:38:19) - Retirement Planning: Annuities
- (00:42:13) - What is the Difference Between a Variable Annuity and a Fixed Ann
- (00:44:08) - Does a Variable Annuity Fit the Retirement Pipeline?
- (00:45:36) - How Do You Make Money on Fixed Annuities?
- (00:46:43) - Variable Annuity
- (00:50:21) - A Client's Experience With Excel
- (00:53:03) - How To Help Your Partner With His Annuity
- (00:55:08) - Retired People on a Cruise
- (00:56:05) - The Retirement Planning Pipeline
- (00:57:49) - How to Plan Your Retirement Plan
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