『The Right Path to Retirement』のカバーアート

The Right Path to Retirement

The Right Path to Retirement

著者： Jimmy Lin
無料で聴く

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり

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

2026 Jimmy Lin 個人ファイナンス 経済学
エピソード
  • Should Retirees Worry About Midterm Election Market Swings?

    Should Retirees Worry About Midterm Election Market Swings?
    2026/08/18

    Could a predictable market pattern during election years tempt investors into making costly decisions? This week, Jimmy Lin discusses why stock market volatility often increases during midterm election years, what history has shown, and why emotional reactions can have a bigger impact than market swings themselves. He explains the importance of building a retirement strategy that separates long-term growth assets from money needed for near-term lifestyle goals. Jimmy also shares how some retirees approach protecting gains while staying connected to future market opportunities.

    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, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000.

    Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT

    Facebook

    YouTube

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    11 分
  • Are You Ignoring the Midseason Checkup Your Retirement Plan Needs?

    Are You Ignoring the Midseason Checkup Your Retirement Plan Needs?
    2026/08/11

    What do baseball’s midseason adjustments have to do with your retirement plan? Jimmy Lin uses the MLB All-Star break as a reminder that retirement planning is not a set-it-and-forget-it process. He discusses why a midyear financial check-in can help uncover blind spots, adapt to changing goals, and respond to market volatility, tax law updates, and life events. Jimmy also explains how small adjustments today may help reduce stress and keep your retirement strategy aligned with what matters most as circumstances change.

    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, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000.

    Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT

    Facebook

    YouTube

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    13 分
  • The Retirement Tax Trap Many People Don’t See Coming

    The Retirement Tax Trap Many People Don’t See Coming
    2026/08/04

    Could a successful retirement account become a tax headache later in life? In this episode, Jimmy Lin discusses how large Required Minimum Distributions (RMDs) can create unexpected tax burdens for retirees and why waiting until your 70s or 80s to address the issue may limit your options. The conversation explores Roth conversions, the timing of retirement income, Social Security considerations, and why tax planning is often more than a one-time decision. Jimmy explains how different pieces of a retirement strategy can affect taxes, Medicare premiums, and long-term financial planning.

    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, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000.

    Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT

    Facebook

    YouTube

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    11 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません