This week, Retirement Planning Specialist David Pipes discusses the five habits for lasting wealth, plus Roth conversions, and withdrawal coordination, and a breakdown of the Social Security’s Projected 2027 Boost.
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Listen LIVE every Saturday at 8 AM CST:
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https://retirementpipeline.com/
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Connect with Charles “David” Pipes:
Phone --- 850-565-1705
Email --- Charles.Pipes@Amerilifeagent.com
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.
His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals seeking retirement security and reliable income strategies. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind throughout their retirement years.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Bro
Chapters - (00:00:00) - Intro and Show Overview
- (00:01:58) - Don't Waste Your Low Tax Years in Retirement
- (00:06:38) - Understanding Roth Conversions and When They Make Sense
- (00:10:09) - Closing Tax Planning Thoughts and Call to Action
- (00:11:12) - Break and Annuity Guide Offer
- (00:12:50) - Back from Break, Show Reminders
- (00:14:30) - Right or Wrong Game Round One: Retirement Taxes and Roth Conversions
- (00:19:14) - Social Security 2027 COLA Estimate
- (00:22:47) - Retirement Radio Network: The Unexpected Expense Story
- (00:25:12) - Quote of the Week
- (00:26:21) - Right or Wrong Round Two: RMDs, IRMAA, and Tax Goals
- (00:31:35) - Emergency Savings Interview with Rod Griffin (Experian)
- (00:39:41) - Annuity Guide Reminder and Segment Intro
- (00:41:17) - Five Habits That Help Wealthy Retirees Stay Wealthy
- (00:48:29) - Creating an Income Floor and Closing Thoughts
- (00:50:41) - Show Wrap-Up and Disclaimers
- (00:53:02) - AARP Interview: Older Workers, AI, and the Job Market
1 hr