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Fall Financial Cleaning: Your Year-End Retirement Tune-Up
As the calendar gets ready to flip, Bradley Hardin and co-host Matt McClure walk listeners through a timely year-end checklist to ensure their retirement plan stays on track heading into 2026.
This episode of Retirement Your Way focuses on fall financial cleaning—the essential review, reassessment, and rebalancing steps retirees and pre-retirees should take before the new year. Bradley breaks down how to determine whether you should rebalance your investment accounts or stay the course, why year-end performance data is so important, and what questions you should be asking your financial advisor right now.
Bradley and Matt also discuss the importance of checking and updating beneficiary designations, avoiding costly mistakes that could send assets to the wrong person, and simplifying your finances by consolidating accounts for clarity and confidence.
Whether you're in the retirement red zone or deep into your golden years, this episode gives you the tools, questions, and strategies to enter 2026 with a clean, organized, and intentional financial plan.
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 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.
View all episodes
By AmeriLife Retirement.Radio NetworkAs the calendar gets ready to flip, Bradley Hardin and co-host Matt McClure walk listeners through a timely year-end checklist to ensure their retirement plan stays on track heading into 2026.
This episode of Retirement Your Way focuses on fall financial cleaning—the essential review, reassessment, and rebalancing steps retirees and pre-retirees should take before the new year. Bradley breaks down how to determine whether you should rebalance your investment accounts or stay the course, why year-end performance data is so important, and what questions you should be asking your financial advisor right now.
Bradley and Matt also discuss the importance of checking and updating beneficiary designations, avoiding costly mistakes that could send assets to the wrong person, and simplifying your finances by consolidating accounts for clarity and confidence.
Whether you're in the retirement red zone or deep into your golden years, this episode gives you the tools, questions, and strategies to enter 2026 with a clean, organized, and intentional financial plan.
Schedule your complimentary consultation today:
(386) 977-9684
PlanRetirementYourWay.com
--
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.