Guaranteed Income, Lower Taxes, and Fewer Fees: Retirement Planning Done Right
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About this listen
On this episode of Retirement Your Way with AmeriLife of Central Florida, Bradley Hardin and co-host Matt McClure break down what it really means to build a results-in-advance retirement plan—a plan built on clarity, guarantees, and confidence.
Instead of relying on “hoping the market cooperates,” this episode focuses on strategies that can help retirees:
- Reduce unnecessary taxes
- Eliminate hidden portfolio fees
- Create predictable, guaranteed income they can’t outlive
Bradley explains the three key steps behind results-in-advance planning, including tax-efficient strategies like Roth conversions, identifying fee drag inside investment portfolios, and using tools such as fixed indexed annuities to create personal pensions.
The show also covers an important new rule affecting 401(k) catch-up contributions for higher earners, plus common retirement red flags to avoid as you approach the finish line.
If you’re nearing retirement and want more certainty—not more speculation—this episode delivers practical insights designed to help you retire your way.
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Schedule your complimentary consultation today:
386-320-6406
PlanRetirementYourWay.com
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About the Hosts:
Bradley serves as an Investment Advisor Representative and Registered Social Security Analyst. Madison is a licensed life and health insurance agent and also a Registered Social Security Analyst.
Tune in each week:
️WNDB, News Daytona Beach, FM 98.5 & AM 1150 – Saturdays at 9am and Sundays at 10am
️WAPN, Word and Praise, FM 91.5 – Sundays at 9:30am
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Not affiliated with the United States government. Bradley and Madison Hardin do not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice. These opinions are not intended to predict future performance of any product. All information provided is believed to be from reliable sources. However, we make no representation or warranty as to the accuracy of any statement. This information is intended to be educational in nature and does not provide a guarantee or a specific result. All copyrights and trademarks are the property of their respective owners. AmeriLife assumes no responsibility or liability for the content of this message. The information contained herein is provided on an as-is basis with no guarantees of completeness, accuracy, usefulness, timeliness, or the results obtained from the use of this information.