The kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s test your knowledge with a quick financial pop quiz and see how ready you really are.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them involve yachts or private jets… Let’s analyze the habits that signal real, lasting wealth and what to do if you are (or aren’t) on the right track.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

Dave Ramsey is one of the most recognized voices in personal finance. His 9-step retirement plan is simple, direct, and built for mass appeal. But is it really the best path for your retirement? On today’s show, we’re digging into where we agree, where we diverge, and what’s missing from his approach entirely.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

Cue the mixtape of Nirvana, Madonna, and Prince… Gen X, it’s your turn to get ready for retirement. And the stakes are high. You were the first 401(k) generation, hit by two major market crashes, and now you’re entering retirement with more financial uncertainty than the Boomers before you. But you also have something else: resilience. If you're in between your mid-40s and early 60s, it’s time to get serious about what retirement will look like for your generation.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one?

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, we want to share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit? 

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

Last week, you got to know your guide, Mike Smith, and this week, we’re turning our focus to the why behind this podcast. In Part 2 of our kickoff series, Mike shares the deeper purpose of the show, how his background in estate planning and wealth management come together, and why education is at the heart of every client relationship he builds. 

You’ll hear how he approaches long-term planning, market uncertainty, risk management, and the kinds of conversations more advisors should be having—especially around long-term care and planning for your future self.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]

In this inaugural episode, you'll get to know Mike Smith as he shares his journey into estate and financial planning, the experiences that shaped his career, and his passion for helping families build lasting financial security. Tune in to discover what inspired Mike’s commitment to guiding others toward financial confidence and get a sneak peek at what’s to come on Ultra Money Mindset! 

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: [email protected]