Think your 401(k) target date fund has you covered? Think again. In this episode, Jimmy Lin breaks down why cookie-cutter retirement strategies may fall short—especially in today’s changing tax landscape. From the impact of the “big, beautiful bill” on Social Security taxes to the hidden risks of one-size-fits-all investment plans, Jimmy explains why personalization matters more than ever. Plus, a look at the often-overlooked question: what are you actually retiring to?

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!

Facebook  

YouTube

Think your 401(k) target date fund has you covered? Think again. In this episode, Jimmy Lin breaks down why cookie-cutter retirement strategies may fall short&mdash;especially in today&rsquo;s changing tax landscape. From the impact of the &ldquo;big, beautiful bill&rdquo; on Social Security taxes to the hidden risks of one-size-fits-all investment plans, Jimmy explains why personalization matters more than ever. Plus, a look at the often-overlooked question: what are you actually retiring to?
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

Advertisement