Is your retirement portfolio leaning too heavily on tech stocks? Financial planner Jimmy Lin explores the risks of overexposure to the Magnificent Seven and highlights the importance of diversification as retirement approaches. From AI market trends to income annuities, this episode guides you through the transition from asset growth to sustainable income strategies. Discover how to preserve your nest egg with tax-efficient strategies and build confidence in your financial future—without depending solely on market performance.

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 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

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