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

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What do baseball&rsquo;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&nbsp;<a href="rightpathwm.com">rightpathwm.com</a> and set up a meeting with Jimmy and the team or call 702-805-7000.
Hear Jimmy Lin on &ldquo;Right Path to Retirement Radio&rdquo; each Saturday at 12 noon on <a href="https://www.audacy.com/stations/kxnt">News and Talk Radio 840 KXNT</a>
<a href="https://www.facebook.com/RightPathWealthManagement">Facebook </a>&nbsp;
<a href="https://www.youtube.com/@rightpathtoretirement">YouTube</a>

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

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

The Right Path to Retirement

Are You Ignoring the Midseason Checkup Your Retirement Plan Needs?

What if the biggest threat to your retirement isn't market volatility, but how you react to it? This episode explores why retirees experience market swings differently than workers still in their accumulation years. Jimmy Lin discusses the shift from saving to generating income, the value of having a retirement income strategy in place before volatility strikes, and how a bucket approach can help separate short-term needs from long-term growth. The conversation also highlights common mistakes retirees make during turbulent markets and why planning, stress testing, and income clarity can help reduce financial anxiety.

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.

Facebook  

YouTube

What if the biggest threat to your retirement isn't market volatility, but how you react to it? This episode explores why retirees experience market swings differently than workers still in their accumulation years. Jimmy Lin discusses the shift from saving to generating income, the value of having a retirement income strategy in place before volatility strikes, and how a bucket approach can help separate short-term needs from long-term growth. The conversation also highlights common mistakes retirees make during turbulent markets and why planning, stress testing, and income clarity can help reduce financial anxiety.
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&nbsp;<a href="rightpathwm.com">rightpathwm.com</a> and set up a meeting with Jimmy and the team or call 702-805-7000.
<a href="https://www.facebook.com/RightPathWealthManagement">Facebook </a>&nbsp;
<a href="https://www.youtube.com/@rightpathtoretirement">YouTube</a>

Are Market Swings Threatening Your Lifestyle or Your Confidence?

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

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&nbsp;<a href="rightpathwm.com">rightpathwm.com</a> and set up a meeting with Jimmy and the team or call 702-805-7000.
Hear Jimmy Lin on &ldquo;Right Path to Retirement Radio&rdquo; each Saturday at 12 noon on <a href="https://www.audacy.com/stations/kxnt">News and Talk Radio 840 KXNT</a>
<a href="https://www.facebook.com/RightPathWealthManagement">Facebook </a>&nbsp;
<a href="https://www.youtube.com/@rightpathtoretirement">YouTube</a>

Should Retirees Worry About Midterm Election Market Swings?

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

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&nbsp;<a href="rightpathwm.com">rightpathwm.com</a> and set up a meeting with Jimmy and the team or call 702-805-7000.
Hear Jimmy Lin on &ldquo;Right Path to Retirement Radio&rdquo; each Saturday at 12 noon on <a href="https://www.audacy.com/stations/kxnt">News and Talk Radio 840 KXNT</a>
<a href="https://www.facebook.com/RightPathWealthManagement">Facebook </a>&nbsp;
<a href="https://www.youtube.com/@rightpathtoretirement">YouTube</a>

Are You Ignoring the Midseason Checkup Your Retirement Plan Needs?

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