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 fut... more

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FAQs about Retirement Planning Pipe-Line:

How many episodes does Retirement Planning Pipe-Line have?

The podcast currently has 38 episodes available.

Retirement Planning Pipe-Line episodes:

May 01, 2026 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 rock-solid retirement plan so you can enjoy your golden years. This week, David and Jim discuss why more Americans are hitting the pause button on retirement, plus, the power in waiting, and help answer the question of whether or not you should delay retirement.
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 Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financial topics? Connect with David and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
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Listen LIVE every Saturday at 8 AM CST:
WCOA News Talk 104.9 FM and 1370 AM
Visit our website:
https://retirementpipeline.com/
Listen to the podcast:
https://retirementpipeline.com/podcast
Subscribe on YouTube:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
Like, Comment, and Subscribe for more content on retirement planning, financial strategies, wealth building, and income planning.
---
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals seeking retirement security and reliable income strategies. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind throughout their retirement years.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.
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56min
April 18, 2026 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 retirement plan so you can enjoy your golden years. This week, David and Jim discuss the catch up mindset, plus, knowing your limits, and where to put your money for maximum contributions.
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 Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financial topics? Connect with David and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
Listen LIVE every Saturday at 8 AM CST:
WCOA News Talk 104.9 FM and 1370 AM
Visit our website:
https://retirementpipeline.com/
Listen to the podcast:
https://retirementpipeline.com/podcast
Subscribe on YouTube:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
Like, Comment, and Subscribe for more content on retirement planning, financial strategies, wealth building, and income planning.
---
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals seeking retirement security and reliable income strategies. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind throughout their retirement years.
...more
1h 4min
April 10, 2026 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 retirement plan so you can enjoy your golden years…In part two, David and Jim discuss assets, liabilities, and the numbers that truly matter, as well as the gap reveal: are you ahead, behind, or in trouble?
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 Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financial topics? Connect with David and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
---
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.

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1h 8min
April 07, 2026Podcast 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
Automation is one of the easiest wins:
Tools like debit round-ups (e.g., “Keep the Change”)
Recurring automatic transfers to “pay yourself first”
Balance saving with lifestyle (don’t eliminate joy spending):
Cut back—not cut out—small treats
Identify “joy spending” categories and prioritize intentionally
Use the 50/30/20 framework:
50% needs
30% wants
20% savings
Make big goals more achievable:
Break savings goals into smaller milestones
Set deadlines and celebrate progress
Use separate accounts for specific goals (reduces temptation)
Free up extra cash with small adjustments:
Review subscriptions
Reduce unnecessary spending (rideshare, etc.)
Small changes can compound over time
Helpful resources mentioned:
America Saves Week
BetterMoneyHabits.com
Bank of America Life Plan tools
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Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
---
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
...more
8min
April 03, 2026 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 plan so you can enjoy your golden years…Part one centers around what retirement really means to you, why clarity is one of the most important steps, and understanding the retirement gap.
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 Planning Pipe-Line Retirement Show for more episodes.
---
Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
---
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
...more
1h 4min
April 01, 2026Podcast 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 half of U.S. adults still give themselves a C-minus or worse on money knowledge…
Key Points Covered:
Review one monthly bill and see if you can cut, renegotiate, or cancel it
Set one small savings goal — even twenty bucks a paycheck counts
Learn just one new money concept — like how compound interest works for you instead of against you
Sit down with your partner or your kids and have one honest conversation about money. No judgment, Just real talk
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Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
---
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
...more
3min
March 27, 2026 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 interest-rate of return!
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 Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financial topics? Connect with David and Steve and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
---
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
...more
1h 0min
March 13, 2026 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 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 Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financial topics? Connect with David and Steve and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
Connect with Steve Zareck:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/steve-zareck-53b443b1
---
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
Steven Zareck is a trusted independent retirement specialist and Market Leader for AmeriLife, serving clients across the Florida Panhandle, Southern Alabama, Georgia, and Tennessee. With over 30 years of experience in the retirement planning space, Steve brings a wealth of knowledge and a deep understanding of the financial needs of retirees. Backed by a degree in Economics, Steve applies a strong foundation in economic principles to help clients navigate complex financial decisions with clarity and confidence. His deep economic insight allows him to craft retirement strategies that are both practical and resilient in the face of changing market conditions.

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1h 2min
March 11, 2026 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 cards, loans with varying interest rates, and different due dates can create unnecessary pressure.
Organize your income and expenses - Take a hard look at where your money actually goes each month
---
Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
Connect with Steve Zareck:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/steve-zareck-53b443b1
--
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
Steven Zareck is a trusted independent retirement specialist and Market Leader for AmeriLife, serving clients across the Florida Panhandle, Southern Alabama, Georgia, and Tennessee. With over 30 years of experience in the retirement planning space, Steve brings a wealth of knowledge and a deep understanding of the financial needs of retirees. Backed by a degree in Economics, Steve applies a strong foundation in economic principles to help clients navigate complex financial decisions with clarity and confidence. His deep economic insight allows him to craft retirement strategies that are both practical and resilient in the face of changing market conditions.
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3min
March 06, 2026 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…
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 Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financial topics? Connect with David and Steve and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous Episodes:
https://retirementpipeline.com/podcast
Subscribe to the show’s YouTube channel:
www.youtube.com/@retirementplanningpipeline
---
Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/charles-pipes
Connect with Steve Zareck:
Phone --- 850-565-1705
Email --- [email protected]
Website --- https://retirementplanningpipeline.com/
LinkedIn --- https://www.linkedin.com/in/steve-zareck-53b443b1
--
Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years.
Steven Zareck is a trusted independent retirement specialist and Market Leader for AmeriLife, serving clients across the Florida Panhandle, Southern Alabama, Georgia, and Tennessee. With over 30 years of experience in the retirement planning space, Steve brings a wealth of knowledge and a deep understanding of the financial needs of retirees. Backed by a degree in Economics, Steve applies a strong foundation in economic principles to help clients navigate complex financial decisions with clarity and confidence. His deep economic insight allows him to craft retirement strategies that are both practical and resilient in the face of changing market conditions.
...more
1h 0min

FAQs about Retirement Planning Pipe-Line:

How many episodes does Retirement Planning Pipe-Line have?

The podcast currently has 38 episodes available.