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

Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, we want to share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future.

Get in touch with Mike:

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

The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit?

Get in touch with Mike:

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

Last week, you got to know your guide, Mike Smith, and this week, we’re turning our focus to the why behind this podcast. In Part 2 of our kickoff series, Mike shares the deeper purpose of the show, how his background in estate planning and wealth management come together, and why education is at the heart of every client relationship he builds.

You’ll hear how he approaches long-term planning, market uncertainty, risk management, and the kinds of conversations more advisors should be having—especially around long-term care and planning for your future self.

Get in touch with Mike:

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

In this inaugural episode, you'll get to know Mike Smith as he shares his journey into estate and financial planning, the experiences that shaped his career, and his passion for helping families build lasting financial security. Tune in to discover what inspired Mike’s commitment to guiding others toward financial confidence and get a sneak peek at what’s to come on Ultra Money Mindset!

Get in touch with Mike:

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