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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Jimmy Lin and co-host Doug Turnbull talk about retirement budgeting. Jimmy shares a basic rule of thumb that he tells people they should start with before making that budget. And he tries to help people over the hump of not enjoying the money and why “picking at the pile” is not a good strategy. Jimmy and Doug also discuss “y’all” and …the Backstreet Boys.

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 awful deaths of Gene Hackman and wife Betsy Arakawa and the lessons in care and planning people can learn. Jimmy shares about what went wrong in his own family and how many people’s plans include spouses or children giving care. Jimmy discusses how life insurance and annuities can provide different long-term care benefits and how having “no plan” is still a plan…just a bad one.

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 Humana’s dropping of 550,000 Medicare Advantage patients and the reasons why. Jimmy explains the pros and cons of having a Medicare Advantage account and how he has the proper certification to help people navigate this. He also explains Medigap and Medicare Supplement Insurance, how they differ from the Advantage plans, and how people losing this Humana insurance have options.

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 a person’s first meeting with Jimmy and his team at RightPath Wealth Management. Jimmy talks about how the meetings are complimentary and casual, but that there are several important items to consider bringing. Jimmy speaks on the importance of having recent tax returns, paystubs, and info on investment accounts and policies. He also shares that people are welcome to speak to him that do not have those things in order, but how having more information allows his deep portfolio analysis to do more work. And Jimmy discusses his work in launching a YouTube channel, too.

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 seminars – the reasons to attend Jimmy’s events and how to do so. They also discuss some recent semi-retired NASCAR drivers’ attempts to run this year’s Daytona 500 and how that relates to retirement. Jimmy lays out the importance for an active retirement and how planning and discipline beforehand can free someone up to pursue their passions later in life. To back that up, Jimmy shares a story about the joy of a rocket scientist, who supports the arts.

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

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