Ultra Money Mindset with Mike Smith

Ultra Money Mindset with Mike Smith

By Mike SmithBusinessEducationInvesting
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Ultra Money Mindset with Mike Smith episodes

  • Listener Questions: Budgeting, Saving & Advisor Concerns

    Do you really need a budget in retirement? Is saving 15% of your income enough? And should you be concerned if your financial advisor is older than you? In this listener Q&A episode, Mike answers these common financial questions and explains why the right answers often depend on your individual circumstances.

    Get in touch with Mike:

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

    17 min
  • Five Financial Frights That Keep Retirees Up at Night

    It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today we're shining a flashlight on five of the biggest financial frights and how to prepare for them.

    Get in touch with Mike:

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

    Get in touch with Mike:

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

    17 min
  • You Can't Steer the Wind, But You Can Steer Your Financial Plan

    Every October, hundreds of hot air balloons rise over Albuquerque for the largest balloon festival in the world. No two pilots fly the exact same path, and none of them can control the wind. Turns out, that's not a bad way to think about a financial plan either.

    Get in touch with Mike:

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

    13 min
  • The Honor and the Headache of Being an Executor

    Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes family dynamics, stretched out over months or even years. A lot of clients end up in this role without ever planning to, and we're often the first call they make. Let's talk through how we help.

    Get in touch with Mike:

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

    20 min
  • Financial Documents: What to Keep and Where

    Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Let's sort out what stays, what goes, and where it all belongs.

    Get in touch with Mike:

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

    17 min
  • Retired, But Still Clocking In — Why?

    More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Let's dig into the real reasons retirees keep showing up to work.

    Get in touch with Mike:

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

    14 min
  • The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?

    Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when it comes to how much you should pull from your retirement accounts each year, Ramsey takes a position that some financial professionals find hard to get behind. Today we're breaking it down: what he says, what the research says, and what your advisor actually thinks.

    Dave Ramsey 8% Rule Article

    Get in touch with Mike:

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

    14 min
  • Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement

    Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, let's talk about how travel fits into a real retirement plan and how to enjoy it without guilt.

    Get in touch with Mike:

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

    18 min
  • Lessons From Maverick: What Top Gun Teaches Us About Money

    It's summer — and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, we figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life.

    Get in touch with Mike:

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

    14 min

About Ultra Money Mindset with Mike Smith

From the publisher's feed

Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate…