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 strategies—and why timing matters more than ever. From refinancing old annuities to recession-proofing your portfolio, Jimmy shares insights tailored to every stage of retirement planning. Whether you're decades away or just around the corner, this episode helps you rethink your approach to income, growth, and asset preservation.

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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What if delaying your retirement decisions could cost you thousands in lifetime income? In this episode, financial advisor Jimmy Lin breaks down how today&rsquo;s high interest rates are reshaping annuity strategies&mdash;and why timing matters more than ever. From refinancing old annuities to recession-proofing your portfolio, Jimmy shares insights tailored to every stage of retirement planning. Whether you're decades away or just around the corner, this episode helps you rethink your approach to income, growth, and asset preservation.
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 &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>, starting July 12th!
<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

Why Waiting Could Shrink Your Retirement Income

Are you ready for the tax surprises lurking in your retirement accounts? This episode dives into the realities of Required Minimum Distributions (RMDs) and why simply following the rules might cost you more in the long run. Jimmy explains strategies to reduce future tax burdens, create tax-free income buckets, and prepare for unexpected early retirement. Plus, discover creative ways to generate income beyond the typical part-time job. If you’re five to ten years from retirement, this conversation will help you think differently about planning ahead.

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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Are you ready for the tax surprises lurking in your retirement accounts? This episode dives into the realities of Required Minimum Distributions (RMDs) and why simply following the rules might cost you more in the long run. Jimmy explains strategies to reduce future tax burdens, create tax-free income buckets, and prepare for unexpected early retirement. Plus, discover creative ways to generate income beyond the typical part-time job. If you&rsquo;re five to ten years from retirement, this conversation will help you think differently about planning ahead.
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 <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 RMDs Draining Your Retirement? | Why Waiting Could Cost You More in Taxes | Creative Income Ideas for Your Retirement Years

Ever heard of spaving—spending more to “save” money? This episode explores how that mindset can quietly drain your retirement funds. From buy-one-get-one deals to DIY investing and overlooked tax strategies, we break down why short-term savings tactics often lead to long-term losses. You’ll also learn how hidden fees and poor planning can chip away at your nest egg and what steps can help safeguard your financial future in a volatile world.

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

Ever heard of spaving&mdash;spending more to &ldquo;save&rdquo; money? This episode explores how that mindset can quietly drain your retirement funds. From buy-one-get-one deals to DIY investing and overlooked tax strategies, we break down why short-term savings tactics often lead to long-term losses. You&rsquo;ll also learn how hidden fees and poor planning can chip away at your nest egg and what steps can help safeguard your financial future in a volatile world.
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 Spaving Your Way Out of Retirement? | The Hidden Costs That Could Wreck Your Nest Egg | Why DIY Investing Might Be Your Biggest Mistake |

What happens when trillions of dollars start shifting hands—and not always to the kids? In this episode, Jimmy Lin shares Warren Buffett’s perspective on market volatility, explores alternative strategies beyond traditional stocks, and discusses the evolving wealth transfer shaping financial futures. From index annuities to structured notes, plus important considerations for individuals before inheriting wealth, this conversation offers insights for anyone navigating retirement planning in today’s unpredictable landscape.

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

What happens when trillions of dollars start shifting hands&mdash;and not always to the kids? In this episode, Jimmy Lin shares Warren Buffett&rsquo;s perspective on market volatility, explores alternative strategies beyond traditional stocks, and discusses the evolving wealth transfer shaping financial futures. From index annuities to structured notes, plus important considerations for individuals before inheriting wealth, this conversation offers insights for anyone navigating retirement planning in today&rsquo;s unpredictable landscape.
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 <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>

When Wealth Moves Sideways: How to Prepare | Beyond Stocks: Alternative Ways to Grow in Retirement | The Widow’s Tax Penalty and Other Key Considerations

Why Waiting Could Shrink Your Retirement Income

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