PODCAST · business
Retirement Planning Pipe-Line
by AmeriLife Retirement.Radio Network
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:
Episodes
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Podcast Extra: Avoiding the October Scaries
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...
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Podcast Extra with Jean Chatzky: Turning Retirement Savings into a Forever Paycheck
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...
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The Retirement Money Balancing Act - Managing Today’s Financial Pressure Without Sacrificing Tomorrow
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). Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! Don’t...
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Keep More of What You’ve Built - Wealth-Preservation Habits, Smarter Tax Planning and the Latest Social Security Forecast
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. Enjoying the podcast? Leave a 5-star rating and review - it helps more people find...
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Fall Financial Checkup – Prepare Your Retirement for the Fall Season - Smart Retirement Moves to Make In the Final Quarter of 2027
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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Podcast Extra: Emergency Funds in Retirement
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…
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Retirement – Your Next Financial Chapter - Taxes, Income, Healthcare & the Decisions That Shape Your Retirement Future
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. Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! Don’t miss this episode...
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Podcast Extra: Back-to-School Finances: Saving Money and Teaching Smarter Habits
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...
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60/40 Portfolio - Rethinking the Roles of Bonds & FIAs in a Modern Retirement Income Plan
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... Enjoying the podcast?…
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Podcast Extra: Financial Mistake – Failing to Invest in Real Estate
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...
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Retirement Without Surprises - How to Build a Plan That Can Handle Whatever Life Throws Your Way
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. Enjoying the podcast? Leave a 5-star rating and...
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The Retirement Countdown: Are You Ready? - 5 Years Away? 1 Year Away? Here's What to Do Before You Retire
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…
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Podcast Extra: 99 Smart Ways to Save Money in Today's Economy
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...
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Retirement Readiness Check - How to Make Sure Nothing Slips Through the Cracks Before and During Retirement
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. Enjoying the podcast? Leave a 5-star rating and review - it helps more…
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The Four Biggest Questions Retirement Planning Specialists Hear Every Day—and the Answers That Can Shape Your Financial Future
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…
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Summer Slowdown or Summer Opportunity? - How to Stay Ahead and Financially “Checked-In” This Summer Season
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. Enjoying the podcast? Leave a...
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Podcast Extra — Medicaid Changes and Cancer Treatment: What's at Stake?
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…
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Retirement Momentum: Staying Focused on Finances - A Practical Look at Habits, Discipline, and the Small Actions That Can Help Build Long-Term Financial Confidence
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...
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Annuities Without the Hype - A Clear, Practical Look at Guaranteed Income, Retirement Planning, and the Role Annuities Can Play
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…
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401(k) Crossroads: Stay Put or Roll It Over? - Understanding the Key Differences Between 401(k)s and IRAs — and How to Decide What May Be Right for Your Retirement
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...
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Protecting Legacy - Smart Estate & Inheritance Planning for the Next Generation
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...
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Podcast Extra: Hearing Loss with Dr. Ryan Potter
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...
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Keeping More of What You Earn - Smart Strategies to Reduce Taxable Income in Retirement
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...
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Tax-Smart Retirement – Keep More, Spend Better: How to control taxes, protect income, and make your money last
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...
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Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
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: Finding a purpose - For many who...
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Five Steps to Catch Up on Your Retirement Plan - Part 5: Why Delaying Retirement Might Be Your Smartest Move
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...
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Five Steps to Catch Up on Your Retirement Plan — Part 4: Creating a Budget and Cutting Unnecessary Funds
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…
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Five Steps to Catch Up on Your Retirement Plan — Part 3: Creating a Budget and Cutting Unnecessary Funds
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...
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Five Steps to Catch Up on Your Retirement Plan — Part 2: Assessing Your Current Financial Situation Properly
In episode 25 of the Retirement Planning Pipe-Line – Retirement Planning Specialist David Pipes and co-host Jim Tarabocchia present part two 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…
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Podcast Extra: Saving strategies in a High-Cost Environment
Happy "America Saves Week!" Guest: Shikha Narula, Head of Consumer Deposit Products at Bank of America Key Takeaways from the Interview: Saving remains a priority—but it’s challenging: ~52% of Americans say saving is a top priority ~72% say inflation and cost of living are impacting finances...
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Five Steps to Catch Up on Your Retirement Plan — Part 1: Set Specific Retirement Goals
In episode 24 of the Retirement Planning Pipe-Line – Host Jim Tarabocchia and Retirement Planning Specialist David Pipes present part one 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...
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Podcast Extra: Financial Literacy Month
April is National Financial Literacy Month. It started back in the early 2000s when Congress realized too many Americans were leaving school without the first clue about how to manage a paycheck, a credit card, or a financial future. Fast-forward to 2026, and the problem hasn’t gone away. Nearly...
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CDs, Retirement Accounts & the Real Truth About Your Money – A 60 minute financial wake-up call for 2026
In episode 23 of the Retirement Planning Pipe-Line – Host Jim Tarabocchia and Retirement Planning Specialists David Pipes discuss CDs and Interest rates dropping and how that could affect you, why you shouldn’t rely on CDs and Interest rates, and the guys touch on real-rate of returns versus...
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Retirement Roadmap: Mastering Your 401(k) and IRA - A Step-by-Step Guide to Building, Growing, and Drawing from Your Retirement Savings
In episode 22 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck discuss planning your 401k and IRA for retirement, plus maximizing tax-deferred growth, and how to utilize your 401k and IRA when retirement hits. Enjoying the podcast? Leave a 5-star...
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Podcast Extra: Financial Spring Cleaning
Spring has arrived, and while your home gets its annual refresh, your finances might be collecting their own quiet clutter… First, clean up your accounts - If your money is scattered across multiple banks, and brokerage firms, it can feel chaotic. Next, declutter your debt - Multiple credit…
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Annuities Uncovered: Securing Your Financial Future - A Comprehensive Guide to Annuities in Retirement Planning
In episode 21 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck explain how your retirement portfolio could benefit from containing annuities, plus, annuities in healthcare planning, and how to properly use annuities in retirement income planning…...
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Retirement Readiness: Safeguarding Your Financial Future - A Comprehensive Guide to Avoiding Common Retirement Pitfalls and Building Lasting Security
In episode 20 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck discuss some important pitfalls – some don’ts to avoid in retirement – things like underestimating how much money you need in retirement, relying on the market in retirement, and...
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Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
Artificial intelligence is transforming the workplace faster than ever — and for older workers, that shift can feel both exciting and intimidating. Retirement.Radio’s Matt McClure sits down with Carly Roszkowski, VP of Financial Resilience Programming at AARP, to unpack how AI is reshaping the…
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Inflation-Proof Your Retirement: Real Returns, Sustainable Income, and Endless Growth
In episode 19 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck touch on Income streams that never run out, preventing inflation from impacting your retirement, and the REAL COST of inflation! They discus the hidden fees and charges on 401(k)s and...
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Bonus Episode: How to Build a Recession-Ready BudgetCore Theme
Recession talk is back for 2026—it may not be in every headline, but the odds aren’t at zero percent. You need to be prepared for the scenario of a possible recession.Key Points Covered: Emergency Funds --- Start by building (or topping off) an emergency fund that covers three to six months of...
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The Hidden Costs Draining Your Retirement Savings - Silent Wealth Killers That Could Be Quietly Putting a Strain on Your Financial Security
In episode 18 of the Retirement Planning Pipe-Line – Retirement Planning Specialist David Pipes discusses the hidden fees and charges on 401(k)s and other retirement accounts that could actually be threatening those very savings…Plus, how to never let your savings run out, and the dangers of…
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Simplifying your Retirement - Strategies for a Secure and Fulfilling Future
In episode 17 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck break down early vs. delayed social security claiming, the things you need to know – the keys – to a successful retirement in 2026, and maximizing growth and income together for a…
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Podcast Extra: Emergency Savings Strategies—Building a Safety Net Without Feeling Overwhelmed
Retirement.Radio's Matt McClure sits down with Rod Griffin, Senior Director of Consumer Education and Advocacy at Experian, for a practical and timely conversation about emergency savings. With rising living costs, recent holiday spending, and ongoing debt repayment putting pressure on household...
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Securing your Golden Years: Rethinking Retirement Income
In episode 16 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck break down qualified vs. non-qualified funds in retirement, why the IRS created qualified funds, and steering through financial shifts in retirement. Enjoying the podcast? Leave a...
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Podcast Extra: Important Tax Changes for the 2026 Filing Season
Retirement.Radio’s Matt McClure sits down with Mark Steber, Chief Tax Officer of Jackson Hewitt, to break down what taxpayers need to know heading into the 2026 tax season. They discuss some of the biggest changes on the horizon, including an estimated $300 billion in refunds expected for…
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Securing your Golden Years: Rethinking Retirement Income
In episode 15 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck stress why Social Security can’t be your only source of income in retirement, and break down inflation-proof planning for your retirement portfolio! Enjoying the podcast? Leave a…
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Smart Financial Planning for the New Year - The Truth About Lifetime Income in Today’s World
In episode 14 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck give practical strategies for lifetime retirement income and financial confidence. Plus, why annuities could be a key investment in 2026, and the guys give you the keys to rebalancing...
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Smart Financial Planning for the New Year - The Truth About Lifetime Income in Today’s World
In episode 13 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck get you ready for the new year with practical financial planning you can achieve to improve your retirement portfolio for 2026! Enjoying the podcast? Leave a 5-star rating and review…
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Podcast Extra—Inflation, Tariffs, and Dupe Culture: How We’re Shopping This Holiday Season
In this interview, Retirement.Radio’s Matt McClure speaks with Mary Hines Droesch, head of consumer and small business products at Bank of America, about holiday shopping trends. A major focus is how inflation and tariffs influence consumer behavior. The discussion also explores how dupe culture…
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Protect, Grow, Prepare: Smart Money Moves for 2025
In episode 12 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck discuss why choosing to retain MYGAs (Multi-Year Guaranteed Annuities) and Fixed-Indexed Annuities over Bank CDs are a more beneficial choice for your retirement portfolio. Plus, why...
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ABOUT THIS SHOW
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:
HOSTED BY
AmeriLife Retirement.Radio Network
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Frequently Asked Questions
How many episodes does Retirement Planning Pipe-Line have?
Retirement Planning Pipe-Line currently has 64 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retirement Planning Pipe-Line about?
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...
How often does Retirement Planning Pipe-Line release new episodes?
Retirement Planning Pipe-Line has 64 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Retirement Planning Pipe-Line?
You can listen to Retirement Planning Pipe-Line on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retirement Planning Pipe-Line?
Retirement Planning Pipe-Line is created and hosted by AmeriLife Retirement.Radio Network.
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