Taxes may be your biggest—and most overlooked—retirement partner. In this week’s Retirement Your Way with AmeriLife of Central Florida, Bradley and Madison Hardin explain how to avoid overpaying Uncle Sam while creating a more tax-efficient retirement strategy.
From understanding how Social Security, pensions, and IRAs are taxed, to exploring the two powerful vehicles for tax-free income—Roth IRAs and Indexed Universal Life insurance—this episode is packed with actionable insights. The Hardins also break down common tax myths, explain how healthcare costs tie into income decisions, and share why a personalized plan can make all the difference.
Whether you’re in the retirement red zone or already enjoying your golden years, you’ll learn how to keep more of your hard-earned money and build the future you deserve. 
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) - Welcome to Retirement... Your Money...(00:01:11) - Amerilife of Central Florida(00:01:27) - How to Plan for Retirement(00:02:51) - Retirement Taxes(00:06:52) - Retirement Taxes... Two Types of Tax-Free Accounts(00:11:02) - Two Tax-Free Investments for Retirement(00:13:26) - How to Plan for Retirement(00:15:21) - Right or Wrong(00:16:13) - Right or Wrong: Structuring Retirement Accounts to Deliver Tax-Free(00:18:37) - Catching Up on Your Retirement Savings(00:21:23) - Right or Wrong: Retirement Your Way(00:22:46) - How to Be More Tax Efficient in Your Retirement Plans(00:26:08) - Retirement Your Way with AmeriLife of Central Florida

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