Tariffs, retirement, and three important money buckets

Jimmy Lin discusses 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. He 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.  Follow us on Facebook!See omnystudio.com/listener for privacy information.