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 diversification and Roth conversions to capital gains and estate planning, Lynn shares real-world insights on how to navigate the tax maze without falling into common traps. Whether you are decades from retirement or already drawing Social Security, this episode offers a clear-eyed look at what it really means to plan ahead.

 

Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at BridgesWealthPreservation.com or call 435-674-1037.

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When Carlos Alcaraz won the US Open, he didn&rsquo;t just win a trophy&hellip;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 diversification and Roth conversions to capital gains and estate planning, Lynn shares real-world insights on how to navigate the tax maze without falling into common traps. Whether you are decades from retirement or already drawing Social Security, this episode offers a clear-eyed look at what it really means to plan ahead.
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Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at <a href="https://bridgeswealthpreservation.com/#form">BridgesWealthPreservation.com</a> or call 435-674-1037.
Like us on <a href="https://www.facebook.com/BridgesWealthPreservation">Facebook</a>

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 your retirement future. Hosted by Financial Advisor, President, and Founder of Bridges Wealth Preservation, Inc., Lynn Bridges, this podcast aims to help you discover greater confidence in key financial planning areas like, wealth management, tax-efficient strategies, legacy planning and more.

Whether you’re just starting out, already in retirement, or somewhere in between, we hope you’ll learn valuable insights, practical tips, and actionable strategies for your wealth planning journey in an informative and entertaining – all on your schedule and on the go! Start streaming now and begin bridging the gap between where your financial standing is and where you dream of it going.

Please add: Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 6/1-3608801



for more information go to www.bridgeswealthpreservation.com

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 your retirement future. Hosted by Financial Advisor, President, and Founder of Bridges Wealth Preservation, Inc., Lynn Bridges, this podcast aims to help you discover greater confidence in key financial planning areas like, wealth management, tax-efficient strategies, legacy planning and more.
Whether you’re just starting out, already in retirement, or somewhere in between, we hope you’ll learn valuable insights, practical tips, and actionable strategies for your wealth planning journey in an informative and entertaining – all on your schedule and on the go! Start streaming now and begin bridging the gap between where your financial standing is and where you dream of it going.
Please add: Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 6/1-3608801
 
for more information go to <a href="http://www.bridgeswealthpreservation.com">www.bridgeswealthpreservation.com</a>

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 your retirement future. Hosted by Financial Advisor, President, and Founder of Bridges Wealth Preservation, Inc., Lynn Bridges, this podcast aims to help you discover greater confidence in key financial planning areas like, wealth management, tax-efficient strategies, legacy planning and more.
Whether you’re just starting out, already in retirement, or somewhere in between, we hope you’ll learn valuable insights, practical tips, and actionable strategies for your wealth planning journey in an informative and entertaining – all on your schedule and on the go! Start streaming now and begin bridging the gap between where your financial standing is and where you dream of it going.
Please add: Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 6/1-3608801
 
for more information go to <a href="http://www.bridgeswealthpreservation.com">www.bridgeswealthpreservation.com</a>

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