Retirement Planning Pipe-Line

Today, as inflation continues to reshape retirement planning, more Americans are beginning to view real estate differently—not simply as a place to live, but as an important part of a long-term financial strategy. 

Key Points Covered:

1. Inflation and investments balancing out purchasing power
2. How younger millennials view real estate investments
3. How investment property becomes a potential tangible asset

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This week, Retirement Planning Specialist David Pipes breaks down new numbers showing many Americans are retiring earlier than expected. Plus, investment returns are not guaranteed, and David answers the questions on if your retirement plan is real.

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This week, Host and Retirement Planning Specialist David Pipes discusses the critical decisions that can make or break your retirement as you enter the retirement countdown. He explains why the five to ten years before retirement—often called the "Retirement Red Zone"—are so important for shifting from wealth accumulation to retirement income planning. The show also examines:

• Why many Americans are scaling back ret...

As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great Ways to Save guide. 

The conversation covers:

• Smart grocery shopping strategies that can help reduce impulse spending.
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This week, Retirement Planning Specialist David Pipes and Co-Host Jim Tarabocchia discuss the most important steps for people close to retirement. Plus, the guys discuss Social Security COLA for 2027 and forgotten 401ks.

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Every day, retirement planning specialists sit down with people who have spent decades working, saving, investing, and preparing for retirement. And while every client is unique, there are four questions that come up almost every single day. They're simple questions—but the answers can dramatically impact someone's financial future. This week, Host Jim Tarabocchia and Retirement Planning Specialist David Pipes tackle those fo...

Summer is the season when your financial plan needs you most. This week, Host Jim Tarabocchia and Retirement Planning Specialist David Pipes explain why financial planning often stalls in the summer, plus market volatility, and Insurance checkups most people ignore.

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Don’t miss this episode if you’re looking to further secure you...

New Medicaid work requirements are scheduled to take effect in 2027, and some healthcare experts are raising concerns about how they could affect cancer patients and survivors.

Retirement.Radio's Matt McClure sits down with Dr. Julie Gralow, Chief Medical Officer and Executive Vice President of the American Society of Clinical Oncology (ASCO), to discuss the potential consequences of these changes. They explore how additional paper...

The middle of the year can be a valuable reminder that financial progress doesn't require dramatic changes. Small financial decisions made consistently over time often have the greatest impact on long-term retirement outcomes. In episode 34 of the Retirement Planning Pipe-Line, Host Jim Tarabocchia, and Retirement Planning Specialist David Pipes discuss how to automate your retirement, plus why most financial goals fail come the th...

This month, as we recognize National Annuity Awareness Month, we're taking time to talk about a retirement topic that continues to generate a lot of questions for families across the country — annuities and guaranteed retirement income. For some people, annuities can help create predictable income and provide peace of mind in retirement. For others, they may not fit their goals at all. The challenge is that many Americans hea...

This week, Retirement Planning Specialist David Pipes and Host Jim Tarabocchia are tackling one of the biggest retirement decisions many Americans will ever face: Should you keep your money in your 401(k), or roll it into an IRA? It sounds simple — but the wrong move could potentially impact your taxes, investment flexibility, fees, retirement income strategy, and even your long-term legacy plan. The guys break down the key d...

You’ve spent decades building wealth… saving… sacrificing… investing… and making smart decisions. But here’s the real question: What happens to everything you built when you’re no longer here? Will your family be protected? Will your wealth transfer efficiently? Will taxes, probate, and conflict destroy part of your estate? Or will your legacy continue for generations? This week Retirem...

Retirement.Radio’s Matt McClure speaks with Dr. Ryan Potter about the growing issue of hearing loss among first responders and why protecting hearing health is so important in high-pressure emergency situations. Dr. Potter explains that long-term noise exposure impacts an estimated 80% of law enforcement officers, 40% of firefighters, and 45% of EMS providers, creating challenges that can affect both job performance...

Most Americans spend decades focused on growing their retirement accounts, but very few spend enough time thinking about how much of that money they’ll get to keep. On episode 30 of Retirement Planning Pipe-Line, Retirement Planning Specialist David Pipes and co-host Jim Tarabocchia dissect strategies to reduce taxable income, improve retirement efficiency, and potentially create more flexibility and confidence in retirement....

In episode 29 of the Retirement Planning Pipe-Line – Retirement Planning Specialist David Pipes and co-host Jim Tarabocchia and break down why taxes don’t retire when you do, plus, how withdrawal strategies can make or break your tax bill, and the guys outline some proactive tax strategies in retirement!

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May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose.Key Points Covered:

1. Finding a purpose -  For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in ...

In episode 28 of the Retirement Planning Pipe-Line – Host Jim Tarabocchia and Retirement Planning Specialist David Pipes present the final installment of a five part series centered around helping you catch up on your retirement plan; outlining five actionable steps to take right now to ensure a rock-solid retirement plan so you can enjoy your golden years. This week, David and Jim discuss why more Americans are hitting the p...

In episode 27 of the Retirement Planning Pipe-Line – Retirement Planning Specialist David Pipes and co-host Jim Tarabocchia present part four of a five part series  centered around helping you catch up on your retirement plan; outlining five actionable steps to take right now to ensure a rock-solid retirement plan so you can enjoy your golden years. This week, David and Jim discuss a simple, but sometimes overcomplicated...

In episode 26 of the Retirement Planning Pipe-Line – Retirement Planning Specialist David Pipes and co-host Jim Tarabocchia present part three of a series centered around helping you catch up on your retirement plan; outlining five actionable steps to take right now to ensure a rock-solid retirement plan so you can enjoy your golden years. This week, David and Jim discuss the catch up mindset, plus, knowing your limits, ...