Retirement Planning Pipe-Line

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....

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 in...

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 miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to...

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 the show! Don’t miss this episode if you’re looking to further secure your financial future. Make sure...

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

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...

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 if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Pl...

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 ba...

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

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 as...

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

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 ar...

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...

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 people find the show! Don’t miss this episode if you’re looking to further secure your financial future. Mak...

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...