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 www.bridgeswealthpreservation.com
Episodes
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.
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.
Click here to book...
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.
Click here to book your complementary appointment or call 435-674-1037.
Follow us on Facebook!
See omnystudio.com/listener for ...
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.
Click here to book your complementary appointment or call 435-674-1037.
Follow us on Facebook!
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.
Click here to book your complementary appoint...
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...
Lynn Bridges discusses what exactly the proposed tariffs from Donald Trump are and how they actually are not new, in some cases. Lynn explains the nuance over whether the tariffs are inflationary and why the market was too reactive. He also discusses how Bridges Wealth Preservation helps people to diversify, so their portfolios are not as reactive as the market is.
Click here to book your complementary appointment or call 435-674-1...
Lynn Bridges kicks off 2025 with discussing a special program that he and Bridges Wealth Preservation uses to determine his clients’ retirement scores. Lynn describes how the software works and the ways he can dissect the results and help improve someone’s percentage of having their money survive their entire retirement. Lynn also discusses the kind of concerts he likes and marvels at how well older artists perform.
Lynn Bridges discusses the best ways to diversify assets and interact with the stock market. Lynn compares a family cookie recipe with what he says is a faulty way of diversifying assets and then leaving them alone. Lynn explains what Market Guard is and why his firm is one of the few that uses it – and how Market Guard uses an algorithm to make educated decisions on when to buy, hold, and sell stocks. Lynn also clarifies the...
Lynn Bridges talks about what unexpected things a person in or nearing retirement should plan for. Lynn also tells listeners how he helps clients build emergency funds and how Bridges Wealth Preservation can help retirement assets be resilient against unexpected changes in the market.
See omnystudio.com/listener for privacy information.
Lynn Bridges explains what the stock market did immediately following Donald Trump's election and what he expects it to do in 2025. Lynn also talks about what the expected tax policy will be and why he prefers the strategy of time in the market versus someone trying to time the market. And Lynn describes the lengths he goes to decorate his lawn for the holidays.
See omnystudio.com/listener for privacy information.
Lynn Bridges discusses the impact of elections on financial strategies and market behavior. He emphasizes the importance of unemotional investing and proper portfolio positioning, especially during election seasons when market volatility can be heightened. Lynn shares insights from his extensive experience in the financial industry, highlighting historical trends and the need for stability in investment strategies. He encourages li...
Popular Podcasts
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Brothers Ortiz is the story of two brothers–both successful, but in very different ways. Gabe Ortiz becomes a third-highest ranking officer in all of Texas while his younger brother Larry climbs the ranks in Puro Tango Blast, a notorious Texas Prison gang. Gabe doesn’t know all the details of his brother’s nefarious dealings, and he’s made a point not to ask, to protect their relationship. But when Larry is murdered during a home invasion in a rented beach house, Gabe has no choice but to look into what happened that night. To solve Larry’s murder, Gabe, and the whole Ortiz family, must ask each other tough questions.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!