1. EachPod

Is your portfolio facing too much sequence of returns risk?

Author
Jimmy Lin
Published
Tue 08 Jul 2025
Episode Link
https://omny.fm/shows/right-path-retirement/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 at seminars of two people who started with the exact same amount of money 205 years ago but have a $1.3 million dollar difference. This difference is because of when they put money in and out of the market. Jimmy discusses the importance of having an advisor do a risk analysis of a financial plan, so as to help avoid this loss in value. And Jimmy shares big news about moving to radio and TV!

 

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 free 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, starting July 12th !

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