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:
38 clip(s) in playlist
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
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