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 Planning Specialists David Pipes and Steve Zareck explore how to make the shift from full-time work to retirement with purpose, clarity, and confidence. Whether you’re months away from retirement or just beginning to plan, we cover the emotional, financial, and lifestyle aspects of this major life change. 
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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.
Chapters
(00:00:00) - Retirement Planning Pipeline(00:01:16) - What Do You Need to Plan For In Retirement? ((00:05:34) - Retirement Planning: The Big Things(00:07:00) - Income Planning for Retiring clients(00:12:49) - The Retirement Planning Pipeline(00:13:56) - Retirement Planning Pipeline(00:15:19) - Are We Being Too Conservative for Our Clients?(00:17:27) - Bradley: On Retirement Income and Spending(00:20:31) - Why Are Annuities So Popular in Retirement?(00:21:54) - Both sides of retirement plan planning(00:22:39) - Retirement Planning: Simple but Complex(00:24:25) - Planning for Your Retirement with David and Steve(00:27:45) - Steve Ballentine on Contribution to 401k(00:30:13) - Retirement Advantage: The Distribution Phase(00:34:15) - Planning for Retirement: How Much Money to Put Away?(00:37:46) - The 3 Legs of Retirement(00:41:30) - The Retirement Planning Pipeline(00:42:50) - Top Executives on The Client Story(00:43:14) - Amerilife Wealth Management: The Retirement Planner(00:47:13) - A $500,000 Retirement Plan(00:52:53) - Retirement Strategy: How to Boost Your Growth(00:54:00) - What Are the Alternatives To A Fully Aggressive Retirement Portfolio(00:56:16) - The Retirement Planning Pipeline

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