The Right Path to Retirement cover art

All Episodes

The Right Path to Retirement — 85 episodes

#
Title
1

Should Retirees Worry About Midterm Election Market Swings?

2

Are You Ignoring the Midseason Checkup Your Retirement Plan Needs?

3

The Retirement Tax Trap Many People Don’t See Coming

4

Do You Have Enough to Retire? The Answer May Surprise You

5

Why Retirees Are Taking a Second Look at Annuities

6

Why Your Retirement Budget May Be Missing the Real Number

7

Is the 401(k) Still Enough for Retirement?

8

Before You Give Away the Family Home, Hear This

9

The Cost of Emotionally Investing in Retirement

10

The Backdoor Roth Mistake Retirees Can Make

11

Outliving Your Money? The New Retirement Reality

12

Why the “Dirty Word” of Retirement Is Making a Comeback

13

The Myth of the 80% Rule

14

Why Saving Alone Isn’t a Retirement Plan

15

When Timing Wrecks Retirement Plans

16

The Retirement Clock Starts Sooner Than You Think

17

The Hidden Tax Domino Effect in Retirement

18

What Uber’s Safety Update Reveals About Retirement Planning

19

When Simpler Is Smarter: Rethinking Retirement Planning

20

Why Retirement Fear Persists Even with a Big Balance

21

Fear, Headlines, and Your Retirement Money

22

The 4% Rule Isn’t the Whole Story

23

When Big Money Fails: Retirement Lessons From the Pros

24

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

25

From Saving to Spending: The Most Overlooked Retirement Shift

26

The Retirement Myths Couples Still Believe

27

The NFL Lesson That Changes How You Think About Savings

28

The Hidden Power of Delaying Social Security

29

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

30

Why Location Doesn't Matter That Much in Retirement

31

The Retirement Trap: Red Flags Most People Miss

32

Has the 60/40 Portfolio Finally Failed?

33

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

34

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

35

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 |

36

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

37

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

38

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

39

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

40

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

41

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

42

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

43

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

44

The Hidden Fee That Could Derail Your Retirement

45

Why Is Warren Buffett Going All-In on Cash?

46

Forget the Magic Number: The Real Roadmap to Retirement

47

The $1,000 Gift That Might Cost You More

48

Why the 4% Rule Might Be Failing You

49

Why Waiting Could Shrink Your Retirement Income

50

Why the 4% Rule Might Be Failing You

51

Meme Stocks, Mattress Money & the Retirement Risk Trap

52

Retire Abroad? What You Need to Know First

53

The Retirement Personality Test You Didn’t Know You Needed

54

Why Your Target Date Fund Might Be Missing the Mark

55

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

56

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

57

Is your portfolio facing too much sequence of returns risk?

58

The methodical approach of Market Guard

59

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

60

Does it have to be a CFP?

61

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

62

Tariffs, retirement, and three important money buckets

63

The best starting point in retirement budgeting

64

The Gene Hackman tragedy and lessons in long-term care

65

What to do if a Medicare Advantage insurer drops you

66

Several things to bring to your first advisor appointment

67

The importance of active retirement and the plan to get there

68

Two threats to the economy and how to brace for them

69

Retirement healthcare costs and the key age of 65

70

Why 59.5 is the Magic Number

71

When to take Social Security

72

Do you have enough money to retire?

73

The ins and outs of estate planning

74

What is a RMD?

75

Annuities 101

76

Roth IRAs: A Key to Tax-Efficient Retirement

77

Maximizing Tax Efficiency with a Roth Conversion Strategy

78

Maximizing the Benefits of a 401k

79

Finding a Trustworthy Financial Advisor

80

Navigating the Unpredictability of the Stock Market

81

Addressing the Check Engine Light on Your Retirement

82

Navigating the Potential Stock Market Bubble in Retirement

83

Navigating Taxes in Retirement

84

The Importance of Financial Literacy in Retirement Planning

85

Welcome to Right Path to Retirement with Jimmy Lin