Bridging The Gap

What if the most important tax decisions of the year are the ones you make right now – not in April? In this episode, Lynn Bridges breaks down why early‑year tax planning matters far more than most people realize. From RMD strategies in a rising market to the difference between tax filing and true tax planning, Lynn explains how reviewing income sources, rebalancing portfolios, and understanding new tax laws can shape your en...

What if the U.S. isn’t the center of global trade anymore—but just one player in a rapidly shifting world economy? In this episode, Lynn Bridges breaks down the surprising trade deals reshaping global markets, from Europe–India alliances to Latin America’s rise. He explains how tariffs, political tensions, and fast‑moving international partnerships influence investment trends—and why staying flexible m...

Is your money aging faster than you are? In this episode of Bridging the Gap, host Lynn Bridges reveals the financial habits that could be quietly draining your portfolio -- just like late-night scrolling can sabotage your sleep. From skipping budgets and delaying savings to lifestyle creep, poor rebalancing, tax timing mistakes, and ignoring beneficiary updates, Lynn breaks down the common pitfalls that catch retirees and pre-reti...

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, ...

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 ...

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 distribution...

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 ...

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...

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...

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 insigh...

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, an...

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 th...

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 for this years in advance. He also explains how long-term care costs are not included in that big number and that people need to accoun...

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 contribution limits. He also explains how people can take money out and often end up better off than taking money from a Roth.

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Lynn Bridges discusses the tricky and maligned Social Security system. Lynn answers common questions he has heard about SSI in his nearly 40 years in the business. He discusses if SSI will last, claiming benefits from ex-spouses, what government workers get, and what taxes are paid for Social Security.

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Lynn Bridges covers the topsy turvy market and Lynn explains why today’s volatility is not common. Lynn explains how steady, even-keeled decisions are the best ones and how best to navigate the sharp turns the market is taking. Lynn also shares about the notable time that today’s market reminds him of.

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Lynn Bridges discusses what people misunderstand and flat out get wrong about diversifying portfolios. Lynn explains how big firms seem to throw a bunch of things in the same pot, instead of adjusting the right way for market conditions. He shares the pitfalls of having the same funds for years and how Bridges Wealth Preservation does trend analysis to make the correct adjustments.

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Lynn Bridges talks about the rise of AI and how the “magnificent seven” stocks exploded in the last year. Then Lynn explains how China’s cheaper AI program “DeepSeek” sent the markets into a tizzy and why some of the reactions were knee-jerk. Lynn also talks about DeepSeek’s limitations and why it may not be what people think. He also shares how MarketGuard helps people with diversifying their po...