Latest Episodes
Smart Money Retirement: Income That Lasts – Annuities 101
If you’re nearing retirement-or already there- you’ve probably heard the word annuity tossed around as an answer to guaranteed income. But what exactly is...
Retirement Tax Traps – and How to Avoid Them!
In episode five of the Retirement Planning Pipe-Line, Retirement Planning Specialist David Pipes dives deep into the hidden tax traps that can derail your...
Volatility-Proof Retirement - How to Minimize Risk, Maximize Confidence, and Make Your Money Last — No Matter What the Market Does
In episode four of the Retirement Planning Pipe-Line, Retirement Planning Specialist David Pipes dives into one of the most pressing concerns for retirees and...
Ready, Set, Retire! How to “De-Risk” Your Portfolio, Plan Smarter and Create More Income
In this powerful episode of Smart Retirement Strategies, we dive into one of the most critical aspects of retirement planning: how to protect your...
From Career to Freedom: Mastering the Transition into Retirement
Retirement isn’t just the end of a career—it’s the start of a whole new chapter. In episode two of the Retirement Planning Pipe-Line, Retirement...
Annuities Explained: Unlocking Guaranteed Income in Retirement
Welcome to the Retirement Planning Pipe-Line! In the debut episode, Retirement Planning Specialists Charles “David” Pipes, and Steve Zareck dive into the world of...