Jimmy Lin and co-host Doug Turnbull discuss why credits or distinctions after advisors’ names are incredibly important. Jimmy notes some reasons why, including the significance of planning for the potential decades of one’s retirement. Jimmy breaks down what CFPs and EAs are, why he has those credits, and the rigors each one takes to be acquired. He also discusses an accreditation that he thinks can be confusing. And Jimmy talks about gearing up for another hot Vegas summer.

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, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

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Jimmy Lin and co-host Doug Turnbull talk about the ultra-importance of planning. Jimmy compares this to how much teams prep for a Super Bowl and how surviving without a job’s paycheck for 20-30 years requires a meticulous framework. Jimmy compares a detailed plan for knowing what money is available and how it will be distributed to how pick “pick at the pile” of their portfolio like “boogers.” And Jimmy talks about how his twins are already finishing up their first year of high school.

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, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

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Jimmy Lin and co-host Doug Turnbull discuss how tariffs are affecting the overall market and inflation. Jimmy explains how people with plans he has helped build seem less concerned than others with the recent volatility, because their plans do not solely rely on the success of the stock market. Jimmy then lays out the three types of buckets money should be in and how each has a proper amount of preservation. And Jimmy expresses relief at tax prep season coming to an end.

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, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

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See omnystudio.com/listener for privacy information.