Quick question before we get started... which Easter candy are you most looking forward to this year? Whatever your answer is, we're going to use it. Because today we're building a financial Easter basket and matching some of your favorite candies to the products and tools that belong in a solid retirement plan.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: msmith@legacybridgewealth.com

When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families is fear of taxes, even when that fear isn’t fully understood. Today’s listener question is about an inherited home and hesitant siblings.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: msmith@legacybridgewealth.com

Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: msmith@legacybridgewealth.com

Ramit Sethi, a Stanford grad who claims most money advice is outdated, wrote the book, “I Will Teach You to Be Rich” and hosted a Netflix show, “How to Get Rich.” Today, we’re putting that best-selling book under the microscope to see where popular money advice aligns with real-world financial planning.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: msmith@legacybridgewealth.com

A new government-backed savings account for kids is coming. On the surface, it sounds like a win. Free money for newborns, long-term investing, and a head start on adulthood. But once you look under the hood, Trump Accounts raise some real questions about taxes, flexibility, and whether they beat existing options. Today, we’re walking through the pros and cons and asking if this new account is worth the effort.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: msmith@legacybridgewealth.com

Before you rewatch White Christmas this season, remember that buried in the songs and snowstorms are some surprisingly good retirement lessons. Let’s pull a few gems from Bing Crosby and the gang.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: msmith@legacybridgewealth.com

How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? In today's episode, we'll talk about 5 potential red flags you might not want to ignore.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: msmith@legacybridgewealth.com

From the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most loved parts of the holiday with the money lessons they represent.

Get in touch with Mike:

🌐 Website: https://legacybridgewealth.com/
📞 Phone: (912) 483-0452
📧 Email: msmith@legacybridgewealth.com