Retirement Planning Pipe-Line

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 Specialis...

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 5-star rating and review - it helps more people find the show! Don’t miss this episode if you’re lookin...

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 change...

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 mo...

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 challen...

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....

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 Retirement Plannin...

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...

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...

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! Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! D...

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 leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian w...

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 mor...

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 s...

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, plu...

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 retirement plan so you can enjoy your golden years…In part two, David and Jim discuss assets, liabilities, and t...

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 Automation is one of the easiest wins: Tools like debit round-ups (e.g., “Keep the Change”) Recurring auto...

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 plan so you can enjoy your golden years…Part one centers around what retirement really means to you, why...

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 half of U.S. adults still give themselves a C-minus or worse on money knowledge… Key Points Covered: R...

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 interest-rate of return! Enjoying the podcast? Leave a 5-star rating and review - it helps more people find...

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 rating and review - it helps more people find the show! Don’t miss this episode if you’re looking to f...

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 cards, loans with varying interest rates, and different due dates can create unnecessary pressure. Organize...

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… Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! Don’t mis...

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 transitioning your assets into income. Enjoying the podcast? Leave a 5-star rating and review - it helps mo...

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 job market and what it means for workers over 50. They explore new research showing that many older wor...

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 other retirement accounts that could actually be threatening those very savings…Plus, how to never let...