The Right Path to Retirement cover art

All Episodes

The Right Path to Retirement — 70 episodes

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Title
1

The Retirement Clock Starts Sooner Than You Think

2

The Hidden Tax Domino Effect in Retirement

3

What Uber’s Safety Update Reveals About Retirement Planning

4

When Simpler Is Smarter: Rethinking Retirement Planning

5

Why Retirement Fear Persists Even with a Big Balance

6

Fear, Headlines, and Your Retirement Money

7

The 4% Rule Isn’t the Whole Story

8

When Big Money Fails: Retirement Lessons From the Pros

9

The Real Luxury in Retirement Isn’t Wealth—It’s Certainty

10

From Saving to Spending: The Most Overlooked Retirement Shift

11

The Retirement Myths Couples Still Believe

12

The NFL Lesson That Changes How You Think About Savings

13

The Hidden Power of Delaying Social Security

14

Why Hitting $1 Million Isn’t the Goal You Think It Is

15

Why Location Doesn't Matter That Much in Retirement

16

The Retirement Trap: Red Flags Most People Miss

17

Has the 60/40 Portfolio Finally Failed?

18

How to Stop RMDs From Blowing Up Your Plan | Are You Riding the Market Roller Coaster?

19

Are RMDs Draining Your Retirement? | Why Waiting Could Cost You More in Taxes | Creative Income Ideas for Your Retirement Years

20

Are You Spaving Your Way Out of Retirement? | The Hidden Costs That Could Wreck Your Nest Egg | Why DIY Investing Might Be Your Biggest Mistake |

21

When Wealth Moves Sideways: How to Prepare | Beyond Stocks: Alternative Ways to Grow in Retirement | The Widow’s Tax Penalty and Other Key Considerations

22

The Hidden Pollutants in Your Retirement Plan | Playing Hot Potato with Your Portfolio | What LeBron James Can Teach You About Risk

23

The COLA Illusion: Why Your Raise Isn’t Real | Gold Rush or Gold Trap? | Retirement Costs You Didn’t See Coming

24

Are You Overexposed to the Magnificent Seven? | The Retirement Risk Few Are Discussing | Is Your 401(k) Overheating?

25

Is Your Retirement Ready for Rate Changes? | The Retirement Smile: Planning for Ups and Downs | From Saving to Spending: Navigating Retirement’s Big Shift

26

Don’t Let Headlines Hijack Your Retirement! | Breaking the Rules: Rethinking Retirement in 2025 | From Confusion to Clarity: The Real Path to Retirement

27

Will You Outlive Your Money or Your Dreams? | Retirement: Surviving the Bull, Outsmarting the Bear| Don’t Be the Richest Person in the Cemetery

28

Medicare Changes: Will Your Doctor Still Be There? | Are You Too Afraid to Spend Your Savings? | Retirement Rules You Should Break in 2025

29

The Hidden Fee That Could Derail Your Retirement

30

Why Is Warren Buffett Going All-In on Cash?

31

Forget the Magic Number: The Real Roadmap to Retirement

32

The $1,000 Gift That Might Cost You More

33

Why the 4% Rule Might Be Failing You

34

Why Waiting Could Shrink Your Retirement Income

35

Why the 4% Rule Might Be Failing You

36

Meme Stocks, Mattress Money & the Retirement Risk Trap

37

Retire Abroad? What You Need to Know First

38

The Retirement Personality Test You Didn’t Know You Needed

39

Why Your Target Date Fund Might Be Missing the Mark

40

Debt, Doubt, and Your Retirement: What You Need to Know Now

41

The Retirement Roller Coaster: Are You on the Right Ride?

42

Is your portfolio facing too much sequence of returns risk?

43

The methodical approach of Market Guard

44

What a First Meeting with Jimmy Lin and Right Path is Like

45

Does it have to be a CFP?

46

A written retirement income plan vs. a retirement “booger plan”

47

Tariffs, retirement, and three important money buckets

48

The best starting point in retirement budgeting

49

The Gene Hackman tragedy and lessons in long-term care

50

What to do if a Medicare Advantage insurer drops you

51

Several things to bring to your first advisor appointment

52

The importance of active retirement and the plan to get there

53

Two threats to the economy and how to brace for them

54

Retirement healthcare costs and the key age of 65

55

Why 59.5 is the Magic Number

56

When to take Social Security

57

Do you have enough money to retire?

58

The ins and outs of estate planning

59

What is a RMD?

60

Annuities 101

61

Roth IRAs: A Key to Tax-Efficient Retirement

62

Maximizing Tax Efficiency with a Roth Conversion Strategy

63

Maximizing the Benefits of a 401k

64

Finding a Trustworthy Financial Advisor

65

Navigating the Unpredictability of the Stock Market

66

Addressing the Check Engine Light on Your Retirement

67

Navigating the Potential Stock Market Bubble in Retirement

68

Navigating Taxes in Retirement

69

The Importance of Financial Literacy in Retirement Planning

70

Welcome to Right Path to Retirement with Jimmy Lin