HeyJaredRetirement Planning Pipe-Line
Welcome to the Retirement Planning Pipe-Line! Your go-to resource for smart, strategic retirement planning.Whether you're a few years from retirement or just getting serious about your financial future, Retirement Planning Pipe-Line delivers expert insights, actionable…
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 18, 2026
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- Jul 10, 2026
Latest episodes
Fall Financial Checkup – Prepare Your Retirement for the Fall Season - Smart Retirement Moves to Make In the Final Quarter of 2027 (opens the original)
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With winter just a couple of months away, are your retirement ready? This week, Retirement Planning Specialist David Pipes breaks down the keys to solidifying your portfolio before the winter months. Plus, year-end tax planning strategies, and giving your portfolio a fall financial cleanup! 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 Re
Podcast Extra: Emergency Funds in Retirement (opens the original)
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The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement. This month's vignette discusses how an emergency fund can help cover unexpected expenses without forcing someone to sell investments at an unfavorable time, and why having a clear cash-reserve strategy can provide both financial flexibility and peace of mind. --- Listen LIVE every
Retirement – Your Next Financial Chapter - Taxes, Income, Healthcare & the Decisions That Shape Your Retirement Future (opens the original)
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This week, Retirement Planning Specialist David Pipes discusses how taxes can quietly erode your retirement income. Plus, David breaks down how to prepare your retirement gameplan. 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 retir
Podcast Extra: Back-to-School Finances: Saving Money and Teaching Smarter Habits (opens the original)
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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 with Lora Monfared, Consumer Credit Card Executive at Bank of America, about practical ways parents and grandparents can save on school supplies, technology, clothing and other essentials. They also discuss how to teach teens the basics of budgeting, encourage responsible credit use, resist the pressure to overspend and begin build
60/40 Portfolio - Rethinking the Roles of Bonds & FIAs in a Modern Retirement Income Plan (opens the original)
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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 “safe” as many investors think, and David also clarifies if there is a perfect retirement investment... 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 Pip
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