Retirement Planning Pipe-Line
Welcome to the Retirement Planning Pipe-Line! Your go-to resource for smart, strategic retirement planning. Whether you're a few years from retirement or just getting serious about your financial future, Retirement Planning Pipe-Line delivers expert insights, actionable advice, and real-world strategies to help you retire confidently and comfortably. Hosted by Retirement Planning Specialist Charles “David” Pipes, this is the radio show and podcast that breaks down key topics like investment planning, tax strategies, Social Security optimization, estate planning, and more — all with a clear focus on helping you build a secure retirement. With years of Retirement Planning experience, Charles cuts through the noise, simplifies the complex, and guides you through the pipeline to a well-prepared retirement. No jargon. No hype. Just clear, practical guidance to help you take control of your future. Subscribe now and start building your retirement game plan — one episode at a time! Call: 850-565-1705
Episodes
This Halloween-themed financial vignette explores the financial fears many Americans face, from market volatility and inflation to unexpected expenses and retirement uncertainty. Featuring insights from interviews with financial industry leaders, this month's vignette offers a message of optimism and emphasizes how proactive retirement planning can help turn financial uncertainty into confidence.
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Listen LIVE every Saturday at 8...
You’ve spent decades saving for retirement—but how do you turn that money into income you can confidently spend? Retirement.Radio’s Matt McClure talks with bestselling author and AARP personal finance columnist Jean Chatzky about her new book, The Forever Paycheck. They explore why retirees often struggle to spend their savings, ways to build or buy a retirement paycheck, and how a dependable income plan can help ...
This week, Retirement Planning Specialist David Pipes discusses the retirement savings mistake nearly 90 percent of retirees make. Plus, David shares the simple habit behind a million-dollar 401(k).
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This week, Retirement Planning Specialist David Pipes discusses the five habits for lasting wealth, plus Roth conversions, and withdrawal coordination, and a breakdown of the Social Security’s Projected 2027 Boost.
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With winter just a couple of months away, are your retirement ready? This week, Retirement Planning Specialist David Pipes breaks down the keys to solidifying your portfolio before the winter months. Plus, year-end tax planning strategies, and giving your portfolio a fall financial cleanup!
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The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement.
This month's vignette discusses how an emergency fund can help cover unexpected expenses without forcing someone to sell investments at an unfavorable time, and why having a clear cash-reserve strategy can provi...
This week, Retirement Planning Specialist David Pipes discusses how taxes can quietly erode your retirement income. Plus, David breaks down how to prepare your retirement gameplan.
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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 Retire...
Back-to-school season can put added pressure on the family budget—but a little planning can help keep those costs under control. Retirement.Radio’s Matt McClure talks with Lora Monfared, Consumer Credit Card Executive at Bank of America, about practical ways parents and grandparents can save on school supplies, technology, clothing and other essentials.
They also discuss how to teach teens the basics of budgeting, encou...
Is the Traditional 60/40 Portfolio still right for retirement? This week, Retirement Planning Specialist David Pipes explores this question, plus, why bonds aren’t as “safe” as many investors think, and David also clarifies if there is a perfect retirement investment...
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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:
- Inflation and investments balancing out purchasing power
- How younger millennials view real estate investments
- How investment property becomes a potential tangible asset
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Liste...
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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Don’t miss this episode if you’re looking to further secure your financial futur...
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. ...
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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Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to ...
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...
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