Five Steps to Catch Up on Your Retirement Plan — Part 2: Assessing Your Current Financial Situation Properly

April 10, 2026 01:07:21
Five Steps to Catch Up on Your Retirement Plan — Part 2: Assessing Your Current Financial Situation Properly
Retirement Planning Pipe-Line
Five Steps to Catch Up on Your Retirement Plan — Part 2: Assessing Your Current Financial Situation Properly

Apr 10 2026 | 01:07:21

/

Show Notes

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.

 

Other Episodes

Episode

February 18, 2026 00:02:02
Episode Cover

Bonus Episode: How to Build a Recession-Ready BudgetCore Theme

Recession talk is back for 2026—it may not be in every headline, but the odds aren’t at zero percent. You need to be prepared...

Listen

Episode

March 11, 2026 00:02:02
Episode Cover

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...

Listen

Episode

February 28, 2026 01:00:00
Episode Cover

Retirement Readiness: Safeguarding Your Financial Future - A Comprehensive Guide to Avoiding Common Retirement Pitfalls and Building Lasting Security

In episode 20 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck discuss some important pitfalls – some don’ts...

Listen