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

Getting married in your 50s often means you’re combining lives, but not necessarily combining finances. How do you build a retirement plan together when you’ve both already built your own? On this episode, we’ll answer a listener’s question about this topic.

Get in touch with Mike:

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

What would you do if a client came in with $1 million in cash to invest? That was the question put to three financial advisors in a recent article. Today, we’re going to react to their takes, but also add an important layer: how the answers might change depending on your age…

Get in touch with Mike:

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

October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costumes or candy, it’s a perfect reminder to pause, take stock, and be intentional with your money.

Get in touch with Mike:

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

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