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 importance of diversifying retirement income. From Social Security timing and annuities to dividend stocks, structured notes, and even part-time work, Lynn shares practical strategies to help you build financial confidence for every stage of retirement. Tune in for real-world advice, relatable stories, and actionable tips to secure your financial future.

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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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 timing matters, how Roth accounts and cash value life insurance fit into the equation, and why Social Security should be just one part of a resilient retirement plan. Tune in for practical insights to help you make informed choices about your retirement income.

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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 RMD strategies. Discover why personalized planning matters, how to avoid costly mistakes, and ways to use charitable distributions and bonuses to your advantage. Tune in for practical tips to help you wrap up your financial year with clarity and confidence.

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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 inheritance. Discover why even modest estates benefit from careful planning, how to avoid turning a home into a headache for heirs, and the importance of open family conversations. Whether your legacy is coins, cars, or memories, Lynn shares practical steps to ensure your wishes are honored and your loved ones are prepared.

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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 plans aren’t always what they seem, how to prepare for unexpected health events, and practical strategies for managing costs. Lynn shares real-life stories and actionable advice to help retirees protect their financial future and avoid common pitfalls. Tune in for insights on navigating long-term care, tax planning, and building a resilient retirement plan.

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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.

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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 retirement. From tax-efficient legacy strategies to candid conversations about wills and medical directives, Lynn shares practical insights and real-life stories that reveal the emotional and financial layers of wealth planning. Whether you're giving, receiving, or somewhere in between, this episode offers clarity on how to prepare for what’s next.

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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 happen or pass before acting in the market and how timing the market rarely works. So, Lynn explains the non-emotional, methodical, and mathematical way of Market Guard and how that can help people make better market decisions.

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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 Utah’s triple-digit heat and how he changes his workout regimen.

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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 retirement. Then Lynn lays out a major factor that can help people tackle this fear and make more objective decisions with their portfolio and their future.

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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