Legacy Planning 101: More Than Just a Will

09/08/2025 29 min

                    Legacy Planning 101: More Than Just a Will

Listen " Legacy Planning 101: More Than Just a Will "

Episode Synopsis


Planning for the end of your life isn’t easy — but it’s one of the greatest gifts you can give your family. In this episode of Retirement Your Way with AmeriLife of Central Florida, Bradley and Madison Hardin join host Matt McClure to discuss the essentials of legacy planning.
From organizing scattered accounts to updating beneficiaries, they reveal how simple steps today can prevent stress and confusion tomorrow. You’ll hear real-life stories of clients whose plans made all the difference, and learn why legacy planning is about more than money — it’s about protecting your wishes, easing the burden on loved ones, and creating lasting memories.
Whether you want to pass on a financial inheritance, fund a family vacation, or simply make sure your final wishes are honored, this episode will give you the clarity and confidence to plan ahead.
Schedule your free, no-obligation consultation with Bradley and Madison Hardin today. Call (386) 977-9684 or visit PlanRetirementYourWay.com to start building your retirement and legacy plan.
 
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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(00:01:18) - Amerilife of Central Florida Discusses Retirement Plans(00:02:36) - Why Legacy Plan for Your Life is SO Important(00:07:44) - Problem Solver(00:15:49) - Right or Wrong: Building a Retirement Plan(00:17:04) - Will Life Insurance Be Right for You?(00:19:15) - Legacy Planning: Right or Wrong?(00:20:27) - Roth IRAs: Right or Wrong?(00:21:28) - An Estate Plan for Your Money(00:23:01) - The Importance of Legacy Planning

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