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 Social Security uncertainty—can be turned into strategic advantages. Discover how different retirement personalities approach planning, why delaying Social Security might save you thousands, and how to avoid costly tax and healthcare surprises. Whether you're a cautious planner or a spontaneous saver, this episode offers eye-opening insights to help you navigate retirement with clarity and confidence.

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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