• The Right Path to Retirement

  • 著者： Jimmy Lin
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The Right Path to Retirement

著者： Jimmy Lin
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  • Attention all high-rollers and penny savers: welcome to RightPath to Retire with Jimmy Lin! Created and hosted by RightPath Wealth Management’s president, founder, and financial advisor, Jimmy Lin, this podcast is your new resource for insightful, informative, and entertaining financial and retirement information that goes wherever you do!

    On each episode, Jimmy will dive deep into hard-hitting retirement topics like income planning essentials, the ins and outs of asset allocation, what you need to know about Social Security, and more, to help a wider audience better understand their financial future. Your retirement is too important to gamble, and Jimmy’ s goal is to empower his listeners to make better educated decisions that he hopes will have a positive effect on their future.

    Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3580293-5/24
    2025 Jimmy Lin
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あらすじ・解説

Attention all high-rollers and penny savers: welcome to RightPath to Retire with Jimmy Lin! Created and hosted by RightPath Wealth Management’s president, founder, and financial advisor, Jimmy Lin, this podcast is your new resource for insightful, informative, and entertaining financial and retirement information that goes wherever you do!

On each episode, Jimmy will dive deep into hard-hitting retirement topics like income planning essentials, the ins and outs of asset allocation, what you need to know about Social Security, and more, to help a wider audience better understand their financial future. Your retirement is too important to gamble, and Jimmy’ s goal is to empower his listeners to make better educated decisions that he hopes will have a positive effect on their future.

Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3580293-5/24
2025 Jimmy Lin
個人ファイナンス 経済学
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エピソード
  • Tariffs, retirement, and three important money buckets

    Tariffs, retirement, and three important money buckets
    2025/04/22

    Jimmy Lin and co-host Doug Turnbull discuss how tariffs are affecting the overall market and inflation. Jimmy explains how people with plans he has helped build seem less concerned than others with the recent volatility, because their plans do not solely rely on the success of the stock market. Jimmy then lays out the three types of buckets money should be in and how each has a proper amount of preservation. And Jimmy expresses relief at tax prep season coming to an end.

    If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

    Follow us on Facebook!

    See omnystudio.com/listener for privacy information.
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    15 分
  • The best starting point in retirement budgeting

    The best starting point in retirement budgeting
    2025/04/08

    Jimmy Lin and co-host Doug Turnbull talk about retirement budgeting. Jimmy shares a basic rule of thumb that he tells people they should start with before making that budget. And he tries to help people over the hump of not enjoying the money and why “picking at the pile” is not a good strategy. Jimmy and Doug also discuss “y’all” and …the Backstreet Boys.

    If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

    Follow us on social media: Facebook | YouTube

    See omnystudio.com/listener for privacy information.
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    13 分
  • The Gene Hackman tragedy and lessons in long-term care

    The Gene Hackman tragedy and lessons in long-term care
    2025/03/25

    Jimmy Lin and co-host Doug Turnbull talk about the awful deaths of Gene Hackman and wife Betsy Arakawa and the lessons in care and planning people can learn. Jimmy shares about what went wrong in his own family and how many people’s plans include spouses or children giving care. Jimmy discusses how life insurance and annuities can provide different long-term care benefits and how having “no plan” is still a plan…just a bad one.

    If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

    Follow us on social media: Facebook | YouTube

    See omnystudio.com/listener for privacy information.
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    17 分

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