What retirees actually care about
- Income streams coming from multiple sources with different cadences
- Distinguishing Social Security + pension direct deposits from investment withdrawals
- Required Minimum Distributions (RMD) tracking
- Fixed-income spending patterns vs actual
Three prompts to try first
“Show me every deposit this month grouped by income source.”
“Have my RMD withdrawals come through this year? How much?”
“What's my fixed expenses vs my income? Am I on track?”
Setup
Sign up at bankbridge.money, connect your bank(s), pick your flavor of agent (see our connect guide), paste the pre-filled snippet from your dashboard. Ask one of the prompts above and the agent handles the rest.