In this powerful episode of Smart Retirement Strategies, we dive into one of the most critical aspects of retirement planning: how to protect your wealth while still generating income.
Retirement Planning Specialist David Pipes explores what it really means to reduce risk in today’s volatile market—and how the Rule of 100 can help guide your asset allocation decisions. You'll also hear a fresh take on one of the most debated tools in retirement planning: annuities. Could they be the steady income solution you're missing?
Topics we cover:
- What it means to have "Smart Vision" for retirement
- How to prepare your portfolio for market downturns
- Understanding the Rule of 100 for safer asset allocation
- Whether annuities deserve their bad reputation
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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.
Steven Zareck is a trusted independent retirement specialist and Market Leader for AmeriLife, serving clients across the Florida Panhandle, Southern Alabama, Georgia, and Tennessee. With over 30 years of experience in the retirement planning space, Steve brings a wealth of knowledge and a deep understanding of the financial needs of retirees. Backed by a degree in Economics, Steve applies a strong foundation in economic principles to help clients navigate complex financial decisions with clarity and confidence. His deep economic insight allows him to craft r...
Chapters
- (00:00:00) - Retirement Planning Pipeline
- (00:01:07) - The Retirement Planning Pipeline
- (00:02:17) - QUICK QUOTE OF THE WEEK
- (00:03:42) - A Retirement Checklist
- (00:04:24) - Retired Money Coach: How to Plan for Your Retirement
- (00:06:02) - Retirement Finance: The Retirement Hurricane
- (00:09:24) - Three tips for planning for your retirement income
- (00:11:54) - Retirement Checklist
- (00:14:53) - How to Prepare for Retirement
- (00:17:49) - Retirement Planning Pipeline
- (00:19:31) - Why Pre-Retired Investors Should De-Risk Their Port
- (00:26:43) - Plan Smarter For Your Retirement With the Retirement Math
- (00:31:13) - Retirement Planning Pipeline
- (00:31:55) - Is your level of risk age appropriate? DAVID Pipes answers
- (00:35:03) - Retirement Planning Pipeline
- (00:35:26) - The Best Way to Build a Retir
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