Ultra Money Mindset with Mike Smith

You Did the Hard Part. Here's Why the Next Part Is Different.

We heard from a listener who has managed their own money for years and done well. So why would they need an advisor now that retirement is around the corner? Let's break it down... Get in touch with Mike: 🌐 Website: https://legacybridgewealth.com/ [https://legacybridgewealth.com/] 📞 Phone: (912) 483-0452 📧 Email: msmith@legacybridgewealth.com

Why Spending in Retirement Is Harder Than It Sounds

Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend it. It's more common than people admit. And it can quietly rob you of the retirement you worked so hard to build. Get in touch with Mike: 🌐 Website: https://legacybridgewealth.com/ [https://legacybridgewealth.com/] 📞 Phone: (912) 483-0452 📧 Email: msmith@legacybridgewealth.com

Is AI Coming For Your Retirement?

You've seen the headlines. The IMF says AI is hitting the labor market "like a tsunami." Elon Musk says work will be "optional" within 20 years. Sam Altman says superintelligence could outperform top executives. It's a lot. And if you're within ten years of retirement, it's hard not to lose a little sleep over the implications of it all. Today, we’ll try to bring some sanity and reason to the emotional headlines. Get in touch with Mike: 🌐 Website: https://legacybridgewealth.com/ [https://legacybridgewealth.com/] 📞 Phone: (912) 483-0452 📧 Email: msmith@legacybridgewealth.com

Inside Your Financial Easter Basket

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

Selling an Inherited Home: The Tax Fear That Stops Families

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