Bridging The Gap

Planning for success in retirement and having the right tools to help achieve it are two different things, but the Bridge the Gap podcast can teach you ways to help connect your financial present to y…

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41 clip(s) in playlist

Should You Leave the House to Your Kids?
Is leaving the family home to your children really a gift, or could it become an unexpected financial burden? In this episode of Bridging the Gap, Lynn Bridges explores the realities of passing down an aging home as part of a legacy plan. He discusses the emotional attachments families have to long…
19:20
Is Your Portfolio Hiding More Clutter Than Your Inbox?
Could your portfolio be as cluttered as an inbox with a thousand unread emails? In this episode of Bridging the Gap, Lynn Bridges explores how years of job changes, old 401(k)s, mutual funds, annuities, and scattered investments can quietly create unnecessary complexity. He explains the difference …
17:14
The Retirement Mistake Many Entrepreneurs Don't See Coming
Think your business will fund your retirement someday? That assumption may be riskier than many entrepreneurs realize. In this episode of Bridging the Gap, Lynn Bridges explores the unique retirement challenges facing self-employed professionals and business owners. From solo 401(k)s and IRAs to th…
20:10
No 401(k)? Here's What the New Trump IRA Could Mean for You
More than 40 million Americans don't have access to an employer-sponsored retirement plan, so what could a new government-backed retirement savings initiative mean for them? In this episode of Bridging the Gap, Lynn Bridges breaks down the proposed Trump IRA program, including who may qualify, how …
16:26
The Rising Threat Every Retiree Needs to Know About
What if one phone call or message could put your entire retirement at risk? In this episode, Lynn Bridges discusses the growing threat of financial scams targeting retirees and those nearing retirement. From fake IRS calls to bank fraud alerts and romance scams, the conversation highlights how scam…
22:11
What If Your Retirement Income Isn’t What You Expected?
What if your retirement plan looks “double-stuffed” …but delivers less than expected? In this episode, Lynn Bridges breaks down the gap between expectations and reality when it comes to retirement income. From Social Security shortfalls to rising Medicare costs, the conversation reveals why many re…
18:02
Are You Missing Important Retirement Windows?
What if the biggest retirement planning mistakes come down to missing the right timing? In this episode of Bridging the Gap, Lynn Bridges breaks down the important “windows of opportunity” in retirement that can impact taxes, income, and long-term savings. From catch-up contributions and early 401(…
18:30
Why Some Retirees Regret Relocating
What if your dream retirement destination ends up costing far more than you expected? In this episode of Bridging the Gap, Lynn Bridges explores the hidden financial and lifestyle costs of relocating in retirement—and why some retirees move back after just a year. He breaks down overlooked expenses…
17:19
Why Annuities Get So Much Pushback
Annuities are everywhere in retirement conversations—yet most people aren’t sure what they actually do. In this episode of Bridging the Gap, investment advisor Lynn Bridges breaks down why annuities spark so much confusion and pushback. He walks through the main types of annuities, explain how fees…
15:29
What Families Are Asking About Trump Accounts
A new government-backed savings account for kids is sparking headlines—and plenty of questions from parents. In this episode of Bridging the Gap, investment advisor Lynn Bridges talks about Trump Accounts for children and what families should actually know. He breaks down who qualifies, how the acc…
17:48