Jimmy Lin and co-host Doug Turnbull talk about the awful deaths of Gene Hackman and wife Betsy Arakawa and the lessons in care and planning people can learn. Jimmy shares about what went wrong in his own family and how many people’s plans include spouses or children giving care. Jimmy discusses how life insurance and annuities can provide different long-term care benefits and how having “no plan” is still a plan…just a bad one.

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, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

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Jimmy Lin and co-host Doug Turnbull discuss Humana’s dropping of 550,000 Medicare Advantage patients and the reasons why. Jimmy explains the pros and cons of having a Medicare Advantage account and how he has the proper certification to help people navigate this. He also explains Medigap and Medicare Supplement Insurance, how they differ from the Advantage plans, and how people losing this Humana insurance have options.

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, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

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See omnystudio.com/listener for privacy information.

Jimmy Lin and co-host Doug Turnbull talk about a person’s first meeting with Jimmy and his team at RightPath Wealth Management. Jimmy talks about how the meetings are complimentary and casual, but that there are several important items to consider bringing. Jimmy speaks on the importance of having recent tax returns, paystubs, and info on investment accounts and policies. He also shares that people are welcome to speak to him that do not have those things in order, but how having more information allows his deep portfolio analysis to do more work. And Jimmy discusses his work in launching a YouTube channel, too.

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, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

Follow us on social media: Facebook | YouTube

See omnystudio.com/listener for privacy information.