Listen " Clean Up Your Finances: Simple Steps for a Fresh Financial Start "
Episode Synopsis
Are your finances in need of a little cleaning? In this episode of Retirement Your Way with AmeriLife of Central Florida, Bradley and Madison Hardin share a practical step-by-step guide to help you declutter your financial life and regain control of your money.
From cleaning out your financial junk drawer and reviewing old beneficiaries to dusting off your estate plan and paying yourself first, the Hardins break down what it takes to stay organized and confident as you approach or enjoy retirement. Plus, Matt McClure joins the conversation for a lively “Right or Wrong” game segment, testing financial myths about CDs, annuities, and working with financial professionals.
Whether you’re in the retirement red zone or already living your dream, this episode will help you make sure your plan—and your paperwork—are in order.
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Schedule your complimentary consultation today: (386) 977-9684 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 10am️WAPN, 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.
Chapters
(00:00:00) - Retirement Your Way with Amerilife of Central Florida(00:02:37) - 3 Ways to Clean Up Your Finances(00:04:09) - 3 ways to Clean Out Your Financial Junk Drawer(00:07:30) - How to Clean Up Your Financial Situation(00:08:06) - Have You Updated Your Life Insurance Beneficiaries?(00:10:08) - Establishment of an Estate Plan(00:11:16) - 3 Steps to Clean Up Your Finances(00:12:54) - Plan Retirement Your Way(00:15:01) - Retirement Your Way(00:16:17) - Right or Wrong: Bank CDs vs. Annuities(00:17:48) - Right or Wrong? Pay Yourself First(00:19:22) - Retirement Annuity: Fixed-Rate Annuity(00:21:22) - It is Too Expensive to Work With a Financial Professional(00:22:30) - CLEAN UP YOUR FINANCIAL JUDGE
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