The $1,000 Gift That Might Cost You More

What if your retirement plan is built on assumptions that don’t match your emotional reality? In this episode, financial planner Jimmy Lin breaks down the critical role of risk tolerance in retirement planning—and why getting it wrong can derail your future. From market dips to gifting strategies and new tax-advantaged accounts for grandkids, Jimmy shares practical insights to help you align your financial decisions with your life stage and values. 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   YouTubeSee omnystudio.com/listener for privacy information.