Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially?

Get in touch with Mike:

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

We all know there are things in life you probably shouldn’t trust — like gas station sushi or an email from a Nigerian prince. But the same principle applies in retirement planning. Sometimes what looks safe, easy, or even “guaranteed” isn’t so trustworthy when you peel back the layers.

Get in touch with Mike:

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

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: msmith@legacybridgewealth.com

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: msmith@legacybridgewealth.com

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: msmith@legacybridgewealth.com

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: msmith@legacybridgewealth.com

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: msmith@legacybridgewealth.com

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: msmith@legacybridgewealth.com