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?

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Connect with Charles “David” Pipes:

Phone --- 850-565-1705

Email --- [email protected]

Website --- https://retirementplanningpipeline.com/

LinkedIn --- https://www.linkedin.com/in/charles-pipes

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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.