Latest Episodes
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...
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...
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...
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...
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...
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...