Connected Leaders Academy Many people spend years building wealth, yet never realize how much of it is quietly being claimed by their financial relatives: Uncle Sam, Aunt IRMAA, and other unexpected beneficiaries of poor planning. In this engaging and eye-opening session, Brandi Bridgett breaks down the hidden financial traps that can impact retirement income, healthcare costs, taxation, and legacy planning. Attendees will learn how taxes, Medicare surcharges (IRMAA), market volatility, and a lack of strategic planning can erode the wealth they’ve worked hard to build. Drawing from real-life experiences and practical strategies, Brandi shares how individuals and families can take greater control of their financial future by creating a plan that prioritizes protection, efficiency, and long-term security. Whether you are approaching retirement, currently retired, or simply want to make smarter financial decisions, this presentation will provide actionable insights to help you reduce unnecessary financial burdens, preserve more of your assets, and create a stronger legacy for the people you love. Because building wealth is only part of the equation. Keeping it is where the real strategy begins. Brandi Bridgett is a nationally recognized Wealth Strategist, entrepreneur, and founder of The Agency at National Harbor, where she leads a growing network of financial professionals committed to helping families build, protect, and preserve generational wealth. A Gold Star Wife and mother of three, Brandi transformed personal adversity into a mission of financial empowerment, becoming a respected voice in financial literacy, retirement planning, wealth building, and legacy strategies. Under her leadership, The Agency has expanded its impact across the country, serving hundreds of families and developing future leaders within the financial services industry. Known for her authentic leadership style and passion for education, Brandi is dedicated to bridging the wealth gap by providing individuals and communities with the tools, knowledge, and confidence to create lasting financial security. Her message is simple yet powerful: financial freedom begins with education, strategy, and intentional action. Brandi@theagencynationalharbor.com theagencynationalharbor.com https://www.facebook.com/share/1H1R6kQQqi/?mibextid=wwXIfr https://www.instagram.com/thebrandibridgett?igsh=dGdwYzM4MGlxNDU3&utm_source=qr https://www.linkedin.com/in/brandi-bridgett   ~ More About The Connected Leaders Academy ~ Connected Leaders Academy is Elevating Entrepreneurs for Success Learn from Global Experts: The world of entrepreneurship is vast, but we bring you closer to the wisdom of global experts. From diverse fields and industries, these thought leaders provide valuable insights to drive your growth. Growing Archive of Video Content: Unlock a treasure trove of videos designed to guide you through the challenges of scaling your business. With new content added regularly, you're always one step ahead. One-on-One Coaching with Jose Escobar: Connect with Connected Leaders Academy's founder, Jose Escobar, for tailor-made strategies and solutions to your entrepreneurial challenges. jose@connectedleadersacademy.com https://www.connectedleadersacademy.com/ Sponsors  Brim and Brand https://brimxbrand.com/  Leap To Your Success https://jaclynstrominger.com/      To get more of Connected Leaders Academy, be sure to visit the podcast page for replays here: https://www.inspiredchoicesnetwork.com/podcast/connected-leaders-academy/