The Right Path to Retirement
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
- Update frequency
- every 12 days
- Average duration
- 16 minutes
- Episodes
- 38
- Years Active
- 2024 - 2025
Why the 4% Rule Might Be Failing You
What if the retirement rules you’ve been following are no longer relevant? In this episode, Jimmy Lin breaks down outdated financial strategies like the 4% rule and the Rule of 100, and explains why …
Why Waiting Could Shrink Your Retirement Income
What if delaying your retirement decisions could cost you thousands in lifetime income? In this episode, financial advisor Jimmy Lin breaks down how today’s high interest rates are reshaping annuity …
Why the 4% Rule Might Be Failing You
Is the 4% rule outdated—or just misunderstood? In this episode of The Right Path to Retirement, certified financial planner Jimmy Lin unpack the heated debate between financial gurus Dave Ramsey and …
Meme Stocks, Mattress Money & the Retirement Risk Trap
Is your retirement plan built on strategy—or social media hype? In this episode, certified financial planner Jimmy Lin breaks down the dangers of chasing meme stocks and the risks of being too conser…
Retire Abroad? What You Need to Know First
What if retiring abroad could stretch your savings further than staying stateside? In this episode, Jimmy Lin explores the pros and cons of international retirement, the impact of interest rate uncer…
The Retirement Personality Test You Didn’t Know You Needed
What if rising interest rates could actually be good news for your retirement? In this episode of Right Path to Retirement, Jimmy Lin breaks down how today’s economic shifts—from national debt to Soc…
Why Your Target Date Fund Might Be Missing the Mark
Think your 401(k) target date fund has you covered? Think again. In this episode, Jimmy Lin breaks down why cookie-cutter retirement strategies may fall short—especially in today’s changing tax lands…
Debt, Doubt, and Your Retirement: What You Need to Know Now
What if rising national debt and Social Security uncertainty could actually work in your favor? In this episode, Jimmy Lin breaks down how today’s economic shifts—like higher interest rates and poten…
The Retirement Roller Coaster: Are You on the Right Ride?
What happens when a highly educated man living the American dream ends up working security at 65? In this episode, Jimmy Lin shares the powerful personal story that inspired him to launch Right Path …
Is your portfolio facing too much sequence of returns risk?
Jimmy Lin of Right Path Wealth Management talks about sequence of returns risks and how people may not even realize how much risk is in their portfolios. Jimmy gives an example that he often shares a…
The methodical approach of Market Guard
Jimmy Lin of Right Path Wealth Management explains a service he offers that many firms do not have: Market Guard. Jimmy explains Market Guard’s non-emotional, methodical, and mathematical approach to…
What a First Meeting with Jimmy Lin and Right Path is Like
Jimmy Lin talks about the importance of mid-year check-ins with advisors and why people should meet with their advisor at least twice per year. Then Jimmy relates that to what a first meeting is like…
Does it have to be a CFP?
Jimmy Lin discusses why credits or distinctions after advisors’ names are incredibly important. Jimmy notes some reasons why, including the significance of planning for the potential decades of one’s…
A written retirement income plan vs. a retirement “booger plan”
Jimmy Lin talks about the ultra-importance of planning. Jimmy compares this to how much teams prep for a Super Bowl and how surviving without a job’s paycheck for 20-30 years requires a meticulous fr…
Tariffs, retirement, and three important money buckets
Jimmy Lin discusses 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, be…
The best starting point in retirement budgeting
Jimmy Lin talks 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 …
The Gene Hackman tragedy and lessons in long-term care
Jimmy Lin talks 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 …
What to do if a Medicare Advantage insurer drops you
Jimmy Lin discusses Humana’s dropping of 550,000 Medicare Advantage patients and the reasons why. Jimmy explains the pros and cons of having a Medicare Advantage account and how he has the proper cer…
Several things to bring to your first advisor appointment
Jimmy Lin talks about a person’s first meeting with Jimmy and his team at RightPath Wealth Management. Jimmy talks about how the meetings are complimentary and casual, but that there are several impo…
The importance of active retirement and the plan to get there
Jimmy Lin discusses seminars – the reasons to attend Jimmy’s events and how to do so. He also discusses some recent semi-retired NASCAR drivers’ attempts to run this year’s Daytona 500 and how that r…