• The Right Path to Retirement

  • 著者: Jimmy Lin
  • ポッドキャスト

The Right Path to Retirement

著者: Jimmy Lin
  • サマリー

  • 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

    2024 Jimmy Lin
    続きを読む 一部表示

あらすじ・解説

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

2024 Jimmy Lin
エピソード
  • Retirement healthcare costs and the key age of 65
    2025/01/07

    Jimmy Lin and co-host Doug Turnbull talk about the complexities of and the importance of planning for retirement healthcare costs. Jimmy describes Medicare parts A and B and how they kick in at age 65. He also discusses how other retirement incomes, including required ones, can affect Medicare premiums and the IRMAA charge. Jimmy also talks about people underestimating long term care costs and how Right Path Wealth Management specializes in helping people navigate and plan for all these costs. And Jimmy talks about a Las Vegas NYE tradition that he and his family admire from afar.

    Ready to build your retirement plan? Visit https://rightpathwm.com/ to connect with Jimmy and his team today!

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    16 分
  • Why 59.5 is the Magic Number
    2024/12/24

    Jimmy Lin and co-host Doug Turnbull discuss 59.5 and why that age is so key in and near retirement. Jimmy breaks down the key retirement counts 59.5 applies to and how big the penalty can be for drawing from them before that age. Jimmy also describes the world of options with investing that open up after 59.5. And Jimmy talks about his Christmas plans and how home is keeping as busy as the office is.

    Ready to build your retirement plan? Visit https://rightpathwm.com/ to connect with Jimmy and his team today!

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    15 分
  • When to take Social Security
    2024/12/10

    Jimmy Lin and co-host Doug Turnbull go over all the levels and requirements of taking Social Security at a certain age. Jimmy discusses the pros and cons of retiring at certain ages and the break-even point for waiting to get the full Social Security amount. Jimmy also talks about how people can get delayed credits as bonuses for waiting to take SSI. And Jimmy goes in depth on how he and the Right Path Wealth Management team fund and assist Opportunity Village in the Las Vegas area.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    16 分

The Right Path to Retirementに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。