Retirement Tax Traps – and How to Avoid Them!

August 22, 2025 00:54:50
Retirement Tax Traps – and How to Avoid Them!
Retirement Planning Pipe-Line
Retirement Tax Traps – and How to Avoid Them!

Aug 22 2025 | 00:54:50

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Show Notes

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 retirement—and what you can do now to avoid them. Plus, David talks about how today’s and tomorrow’s interest rates could shape your retirement strategy. 

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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.

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Listen to the radio show every Sunday morning at 9am CST --- https://newsradio710.iheart.com/

Listen to Previous Episodes: https://retirementpipeline.com/podcast

Subscribe to the show’s YouTube channel: www.youtube.com/@retirementplanningpipeline

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Connect with Charles “David” Pipes:

Phone --- 251-236-4371

Email --- [email protected]

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

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

 

Connect with Steve Zareck:

Phone --- 251-236-4371

Email --- [email protected]

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

LinkedIn --- https://www.linkedin.com/in/steve-zareck-53b443b1

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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.

 

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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