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What do HVAC filters and retirement portfolios have in common? Hidden pollutants. Jimmy Lin uncovers the invisible threats that could potentially eroding your retirement savings—from sneaky fees to risky allocations. They explore how misplaced confidence in a hot market can lead to costly mistakes and share insights inspired by LeBron James’s cautious approach to risk. Whether you're nearing retirement or already there, this conversation will help you rethink how you preserve what you've built.
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
YouTube
See omnystudio.com/listener for privacy information.
By Jimmy LinWhat do HVAC filters and retirement portfolios have in common? Hidden pollutants. Jimmy Lin uncovers the invisible threats that could potentially eroding your retirement savings—from sneaky fees to risky allocations. They explore how misplaced confidence in a hot market can lead to costly mistakes and share insights inspired by LeBron James’s cautious approach to risk. Whether you're nearing retirement or already there, this conversation will help you rethink how you preserve what you've built.
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
YouTube
See omnystudio.com/listener for privacy information.