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…

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…

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 …

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…

The Inheritance Illusion: What Families Aren’t Talking About

What happens when generosity meets reality in the era of the Great Wealth Transfer? In this episode of Bridging the Gap, host and financial advisor Lynn Bridges explores how families are navigating the complex balance of supporting aging parents, helping adult children, and planning for their own r…

No matter who is in charge, timing the market is faulty

Lynn Bridges of Bridges Wealth Preservation shares some interesting numbers on how the S&P 500 has performed over the years with different parties in office, but how circumstances outside of their control can affect those results. Lynn relates this to how people will wait for different events to ha…

Three common retirement tax mistakes

Lynn Bridges of Bridges Wealth Preservation walks through the main parts of the “2017 Trump tax cuts” and how fluid tax laws can become. Then he describes common assumptions or miscues retirees make involving taxable income, Social Security, and tax-efficient income sources. Lynn also talks about U…

The key to overcoming the fear of retirement-planning

Lynn Bridges talks about a recent study that found that two-thirds of Americans fear poverty more than dying. Lynn shares how, in his 40 years of experience, he thinks the number is higher. Then Lynn relays several reasons why people of all ages fear ripping off the bandage and discussing retiremen…

Preparing for large healthcare costs in retirement

Lynn Bridges discusses the recent executive order that could cap prescription drug prices. Lynn explains what the order may do and then talks about accounting for medical costs in a budget. Lynn shares the high number that people average in retirement costs and how an advisor can help people budget…

Comparing and contrasting Roth IRAs and cash value life insurance plans

Lynn Bridges talks about Roth IRAs and cash value life insurance. Lynn compares and contrasts them and explains how many advisors do not know enough about life insurance. Lynn shares that cash value life insurance plans are what many wealthy people use and how this tool is not confined by contribut…