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
Two threats to the economy and how to brace for them
Jimmy Lin talks about JP Morgan Chase CEO Jamie Dimon’s concerns on the future economy: inflation and geo-political instability. Jimmy lays out why some proposed policies could be negotiation tactics…
Retirement healthcare costs and the key age of 65
Jimmy Lin talks about the complexities of and the importance of planning for retirement healthcare costs. Jimmy describes Medicare parts A and B and how they kick in at age 65. He also discusses how …
Why 59.5 is the Magic Number
Jimmy Lin discusses 59.5 and why that age is so key in and near retirement. Jimmy breaks down the key retirement counts 59.5 applies to and how big the penalty can be for drawing from them before tha…
When to take Social Security
Jimmy Lin goes over all the levels and requirements of taking Social Security at a certain age. Jimmy discusses the pros and cons of retiring at certain ages and the break-even point for waiting to g…
Do you have enough money to retire?
Jimmy Lin discusses a complicated and worrisome topic: when someone has enough funds to retirement and how much will they need for those decades. Jimmy talks about different rules of thumb, including…
The ins and outs of estate planning
Jimmy Lin breaks down for listeners what estate planning is and what common mistakes he has seen people make with it. Jimmy talks about four areas: trust, will, financial power of attorney, and a med…
What is a RMD?
Jimmy Lin discusses Required Minimum Distributions: which accounts they apply to, when people have to start taking them, and how the government determines the amount of money that people have to take…
Annuities 101
In this conversation, financial advisor Jimmy Lin dives into the complexities of retirement planning, focusing on annuities. He discusses the different types of annuities, their roles in retirement i…
Roth IRAs: A Key to Tax-Efficient Retirement
In this conversation, financial advisor Jimmy Lin discusses the complexities of retirement planning, particularly focusing on the importance of understanding taxation in retirement. They explore how …
Maximizing Tax Efficiency with a Roth Conversion Strategy
In this conversation, financial advisor Jimmy Lin discusses the difference between qualified and non-qualified retirement accounts. He explains that qualified accounts, such as 401(k)s and traditiona…
Maximizing the Benefits of a 401k
In this episode, financial advisor Jimmy Lin discusses the basics of 401k retirement plans. He explains how 401ks work, the benefits of contributing to them, and the potential pitfalls to be aware of…
Finding a Trustworthy Financial Advisor
In this episode, financial advisor Jimmy Lin discusses the importance of having a Plan B for retirement. He emphasizes the need to be prepared for unexpected events such as job loss or early retireme…
Navigating the Unpredictability of the Stock Market
In this episode, Jimmy Lin discusses the current state of the stock market and its implications for retirement planning. They explore an article that suggests the stock market may continue to climb a…
Addressing the Check Engine Light on Your Retirement
In this episode, Jimmy Lin discusses the importance of regularly reviewing and analyzing your retirement plan, just like you would address a check engine light in your car. They emphasize the need to…
Navigating the Potential Stock Market Bubble in Retirement
In this episode, Jimmy Lin discusses the potential bubble in the stock market and how it could impact retirees. They emphasize the importance of being prepared for market conditions and having a bala…
Navigating Taxes in Retirement
Jimmy Lin, from Right Path Wealth Management, discusses the challenges faced by pre-retirees and retirees, such as taxes and income planning. He emphasizes the need for a thorough understanding of th…
The Importance of Financial Literacy in Retirement Planning
In this conversation, Jimmy Lin shares his personal story and the inspiration behind his career as a retirement planner. He discusses the importance of education in retirement planning and highlights…
Welcome to Right Path to Retirement with Jimmy Lin
Attention all high-rollers and penny savers: welcome to Right Path to Retirement with Jimmy Lin! Created and hosted by Right Path Wealth Management’s president, founder, and financial advisor, Jimmy …