Bridging The Gap
Bridging The Gap
Playlist by Bridging The GapPlanning 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…Follow the podcast:
32 clip(s) in playlist
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
Is America Still the Trade Powerhouse We Think It Is?
What if the U.S. isn’t the center of global trade anymore—but just one player in a rapidly shifting world economy? In this episode, Lynn Bridges breaks down the surprising trade deals reshaping global markets, from Europe–India alliances to Latin America’s rise. He explains how tariffs, political t…
16:54
Why April Isn’t the Most Important Part of Tax Season
What if the most important tax decisions of the year are the ones you make right now – not in April? In this episode, Lynn Bridges breaks down why early‑year tax planning matters far more than most people realize. From RMD strategies in a rising market to the difference between tax filing and true …
15:28
Stop Sabotaging Your Financial Future
Is your money aging faster than you are? In this episode of Bridging the Gap, host Lynn Bridges reveals the financial habits that could be quietly draining your portfolio -- just like late-night scrolling can sabotage your sleep. From skipping budgets and delaying savings to lifestyle creep, poor r…
17:17
Retirement Safety: Lessons from Your Smoke Detector
Is your retirement plan as safe as your home? Just like relying on one smoke detector leaves you vulnerable, counting on a single income stream in retirement can put your future at risk. In this episode of Bridging the Gap, host Lynn Bridges—an advisor with 40 years of experience—breaks down the im…
18:30
Is Social Security Still the Pillar of Retirement?
Is claiming Social Security at 62 a smart move—or a costly mistake? In this episode of Bridging the Gap, Lynn Bridges unpacks the pros, cons, and personalized strategies behind Social Security decisions, including the impact of early claims, penalties, taxes, and family benefits. Discover why timin…
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Holiday Checklist for Your Wealth: End-of-Year Essentials
Are you giving your finances the same attention as your holiday checklist? In this episode of Bridging the Gap, host Lynn Bridges shares smart, timely moves to make before December 31st—from maxing out retirement accounts and managing 401k contributions to Roth conversions, tax-loss harvesting, and…
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Is Your Legacy a Gift or a Headache?
Would you ever turn your old kneecaps into jewelry? Elton John did, but most legacies are less flashy—and far more complicated. In this episode, Lynn Bridges unpacks the realities of legacy planning, from passing down cherished family assets to navigating trusts, wills, and the challenges of inheri…
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The Hidden Dangers of Healthcare Costs in Retirement
Facing retirement with a million-dollar nest egg? You might still run out of money if you underestimate healthcare costs. In this episode, Lynn Bridges reveals how rising premiums, unpredictable medical expenses, and industry shifts can threaten your retirement income. Learn why Medicare Advantage …
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The IRS Is Your Silent Partner—Are You Ready?
When Carlos Alcaraz won the US Open, he didn’t just win a trophy…he also got a crash course in taxes. In this episode of Bridging the Gap, host and financial advisor Lynn Bridges unpacks how retirement planning is a game of strategy, especially when Uncle Sam is always on the court. From tax divers…
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