Shows
Retirement Your WayThe Hidden Costs Draining Your Retirement Savings - Silent Wealth Killers That Could Be Quietly Putting a Strain on Your Financial SecurityIn episode 18 of the Retirement Planning Pipe-Line – Retirement Planning Specialist David Pipes discusses the hidden fees and charges on 401(k)s and other retirement accounts that could actually be threatening those very savings…Plus, how to never let your savings run out, and the dangers of taking distributions at the wrong time…
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Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement...
2026-02-1400 minRetirement Your WaySocial Security Deep Dive: Timing, Strategy & Building a Strong Retirement FoundationIn this Social Security–focused episode of Retirement Your Way, Bradley Hardin and co-host Matt McClure take a deep dive into one of the most critical pieces of retirement planning. They explain how Social Security can serve as a stable income foundation and why choosing the right claiming strategy can make a lasting impact on long-term financial security.
The conversation highlights the importance of personalized planning, from evaluating when to claim to understanding how benefits change based on age, health, and household dynamics. Bradley also shares how comprehensive planning — including personal pensions and income coordination — can help fill t...
2026-02-0629 min
Retirement Planning Pipe-LineSimplifying your Retirement - Strategies for a Secure and Fulfilling FutureIn episode 17 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck break down early vs. delayed social security claiming, the things you need to know – the keys – to a successful retirement in 2026, and maximizing growth and income together for a more balanced retirement portfolio!
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Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episodes and leave us a...
2026-02-0600 minRetirement Planning Pipe-LinePodcast Extra: Emergency Savings Strategies—Building a Safety Net Without Feeling OverwhelmedRetirement.Radio's Matt McClure sits down with Rod Griffin, Senior Director of Consumer Education and Advocacy at Experian, for a practical and timely conversation about emergency savings. With rising living costs, recent holiday spending, and ongoing debt repayment putting pressure on household budgets, many Americans struggle to set money aside for unexpected expenses.
Matt and Rod break down common emergency fund guidelines—ranging from three to six months of expenses or more—while emphasizing that the most important step is simply getting started. Rather than focusing on intimidating savings targets, the discussion highlights the value of small, cons...
2026-02-0308 minRetirement Your WayPodcast Extra: Emergency Savings Strategies—Building a Safety Net Without Feeling OverwhelmedRetirement.Radio's Matt McClure sits down with Rod Griffin, Senior Director of Consumer Education and Advocacy at Experian, for a practical and timely conversation about emergency savings. With rising living costs, recent holiday spending, and ongoing debt repayment putting pressure on household budgets, many Americans struggle to set money aside for unexpected expenses.
Matt and Rod break down common emergency fund guidelines—ranging from three to six months of expenses or more—while emphasizing that the most important step is simply getting started. Rather than focusing on intimidating savings targets, the discussion highlights the value of small, cons...
2026-02-0308 minRetirement Your WayHealthcare, Longevity, and Social Security: Building a Retirement Plan That LastsOn this episode of Retirement Your Way with AmeriLife of Central Florida, host Bradley Hardin is joined by co-host Matt McClure for an in-depth conversation about three of the most important forces shaping retirement today: healthcare costs, longevity, and Social Security planning.
The episode begins with a discussion on why retirement planning doesn’t have to feel overwhelming—and why confidence comes from having a clear, personalized strategy.
From there, the conversation dives into healthcare planning, including Medicare decisions, common enrollment mistakes, and the often-underestimated cost of medical care in retirement. The episode also explores longe...
2026-01-3129 minRetirement Planning Pipe-LineSecuring your Golden Years: Rethinking Retirement IncomeIn episode 16 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck break down qualified vs. non-qualified funds in retirement, why the IRS created qualified funds, and steering through financial shifts in retirement.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other...
2026-01-3100 minRetirement Planning Pipe-LinePodcast Extra: Important Tax Changes for the 2026 Filing SeasonRetirement.Radio’s Matt McClure sits down with Mark Steber, Chief Tax Officer of Jackson Hewitt, to break down what taxpayers need to know heading into the 2026 tax season. They discuss some of the biggest changes on the horizon, including an estimated $300 billion in refunds expected for millions of Americans — and why filing early and accurately can make a real difference.
Steber walks through several new tax benefits, including deductions for tipped and overtime workers and a new tax break for seniors age 65 and older. The conversation also covers practical tips on getting organized, choosing a tru...
2026-01-2807 minRetirement Your WayPodcast Extra: Important Tax Changes for the 2026 Filing SeasonRetirement.Radio’s Matt McClure sits down with Mark Steber, Chief Tax Officer of Jackson Hewitt, to break down what taxpayers need to know heading into the 2026 tax season. They discuss some of the biggest changes on the horizon, including an estimated $300 billion in refunds expected for millions of Americans — and why filing early and accurately can make a real difference.
Steber walks through several new tax benefits, including deductions for tipped and overtime workers and a new tax break for seniors age 65 and older. The conversation also covers practical tips on getting organized, choosing a tru...
2026-01-2807 minRetirement Your WayGuaranteed Income, Lower Taxes, and Fewer Fees: Retirement Planning Done RightOn 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...
2026-01-2429 minRetirement Planning Pipe-LineSecuring your Golden Years: Rethinking Retirement IncomeIn episode 15 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck stress why Social Security can’t be your only source of income in retirement, and break down inflation-proof planning for your retirement portfolio!
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning...
2026-01-2400 minRetirement Your WayRetirement Planning in a Volatile Market: Creating Predictable Income When the Headlines Won’t CooperateMarket volatility, election-year uncertainty, and constant headlines can make retirement planning feel overwhelming — especially when you’re close to making the transition from saving to spending.
On this episode of Retirement Your Way, Bradley Hardin of AmeriLife of Central Florida is joined by co-host Matt McClure for an in-depth conversation about how pre-retirees and retirees can build predictable, reliable income even when the markets are anything but predictable.
Bradley breaks down why volatility affects retirees differently than younger investors, how emotional investing can quietly erode long-term results, and why having a solid income foundation matters more...
2026-01-1629 minRetirement Planning Pipe-LineSmart Financial Planning for the New Year - The Truth About Lifetime Income in Today’s WorldIn episode 14 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck give practical strategies for lifetime retirement income and financial confidence. Plus, why annuities could be a key investment in 2026, and the guys give you the keys to rebalancing your portfolio, and tips for keeping those financial New Year's resolutions!
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Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retire...
2026-01-1600 min
The Bill Levinson ExperienceEpisode 64: AmeriLife CEO Scott Perry & Bill dive into Insurance Distribution, Diversification, Sales Strategies & The Vision Moving Forward!Description: In this New Year episode, Bill Levinson & Scott Perry speak about the evolving insurance brokerage distribution channel, technology/AI changing the landscape, improving the agent/consumer experience, what it's like partnering with AmeriLife, the latest industry M&A, the vision moving forward, Life/Health/Wealth diversification strategies & much more. Levinson & Associates was established in 1972 and AmeriLife began in 1971. Together we bring over 100 years of combined insurance distribution experience! Biography: As AmeriLife's Chairman & Chief Executive Officer and with more than 30 years' industry experience, Scott Perry leads a multi-channel distribution business with a na...
2025-12-3057 minRetirement Your WaySocial Security, Medicare & Market Volatility: Your Retirement Action Plan for 2026In this episode of Retirement Your Way, Bradley Hardin and Matt McClure dive into the upcoming Social Security changes for 2026, including cost-of-living adjustments, higher taxable wage limits, Medicare premium increases, and a brand-new tax deduction for seniors. They break down how these changes impact retirees, pre-retirees, and workers still paying into the system—and why many of these updates may mean less income in your pocket than expected.
Bradley and Matt also explore one of the biggest questions listeners have: “Can I trust that Social Security will still be there for me?” Their answer: yes, but not necess...
2025-12-2029 minRetirement Your WayYour First Year of Retirement: The Surprises Nobody Warns You AboutYour first year of retirement is exciting—but it can also feel overwhelming. In this episode, Matt McClure and advisor Bradley Hardin break down the five biggest adjustments retirees face, including emotional challenges, healthcare surprises, lifestyle shifts, tax complexity, and why spending often increases after you leave the workforce.
Bradley also explains why having a SMART vision for retirement matters, what goes into a SMART inspection of your financial accounts, and how market volatility and sequence-of-returns risk can impact retirees more than they realize.
Whether you’re months away from retirement or already navigating those first...
2025-12-1329 minRetirement Planning Pipe-LineSmart Financial Planning for the New Year - The Truth About Lifetime Income in Today’s WorldIn episode 13 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck get you ready for the new year with practical financial planning you can achieve to improve your retirement portfolio for 2026!
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financ...
2025-12-0600 minRetirement Planning Pipe-LinePodcast Extra—Inflation, Tariffs, and Dupe Culture: How We’re Shopping This Holiday SeasonIn this interview, Retirement.Radio’s Matt McClure speaks with Mary Hines Droesch, head of consumer and small business products at Bank of America, about holiday shopping trends. A major focus is how inflation and tariffs influence consumer behavior. The discussion also explores how dupe culture is emerging as a popular trend among younger generations who seek affordable alternatives to high-end branded items, while highlighting generational differences in gift-giving preferences and shopping habits. Mary emphasizes practical strategies for managing holiday expenses, including budgeting, using rewards cards, and taking advantage of bulk purchasing opportunities to maximize value during the holiday se...
2025-12-0407 minRetirement Your WayPodcast Extra—Inflation, Tariffs, and Dupe Culture: How We’re Shopping This Holiday SeasonIn this interview, Retirement.Radio’s Matt McClure speaks with Mary Hines Droesch, head of consumer and small business products at Bank of America, about holiday shopping trends. A major focus is how inflation and tariffs influence consumer behavior. The discussion also explores how dupe culture is emerging as a popular trend among younger generations who seek affordable alternatives to high-end branded items, while highlighting generational differences in gift-giving preferences and shopping habits. Mary emphasizes practical strategies for managing holiday expenses, including budgeting, using rewards cards, and taking advantage of bulk purchasing opportunities to maximize value during the holiday se...
2025-12-0407 minRetirement Your WayFall Financial Cleaning: Your Year-End Retirement Tune-UpAs 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 Ma...
2025-11-2629 minRetirement Your WayAvoid the Most Expensive Mistake in Retirement: SilenceIn this episode, Bradley Hardin breaks down the real reason so many retirement plans fall apart: poor communication. Whether it’s with your spouse, your advisor, or your loved ones who will one day help carry out your wishes, silence can be expensive. Bradley and co-host Matt McClure explore how miscommunication leads to missed deadlines, incorrect beneficiaries, avoidable tax surprises, and emotional stress—and what every family can do to fix it. Learn practical tools like monthly money dates, annual reviews, and how to talk about caregiving, risk, and long-term goals without conflict.
Build a retirement plan that...
2025-11-2129 minRetirement Planning Pipe-LineProtect, Grow, Prepare: Smart Money Moves for 2025In episode 12 of the Retirement Planning Pipe-Line – Retirement Planning Specialists David Pipes and Steve Zareck discuss why choosing to retain MYGAs (Multi-Year Guaranteed Annuities) and Fixed-Indexed Annuities over Bank CDs are a more beneficial choice for your retirement portfolio. Plus, why understanding the real rate of return—the number that determines whether you’re getting ahead financially or slowly falling behind in retirement – the key dangers to nominal vs. Real.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Don’t miss this episode if you’re looking to fu...
2025-11-2100 min
Living Local with Frisbee Real EstateLiving Local with Tommy Blackwell with AmeriLifeLiving Local with Frisbee Real Estate | Episode 10 with Tommy Blackwell of AmeriLifeIn this episode, Ed sits down with longtime Hendersonville local Tommy Blackwell from AmeriLife of Asheville. Tommy breaks down what retirees and pre-retirees need to know about Social Security planning, Medicare coverage, and the annual enrollment periods that confuse just about everyone. He explains how AmeriLife works with dozens of insurance carriers to match people with the plans that fit their doctors, prescriptions, and budget.Tommy shares why fall is their busiest season, what’s changing for Henderson County re...
2025-11-1722 minRetirement Your WayCountdown to Year-End: Roth Conversions, RMDs, and Charitable Giving StrategiesThe clock is ticking — and the end of the year is one of the most critical times for retirees and pre-retirees to make smart financial moves. In this episode of Retirement Your Way with AmeriLife of Central Florida, Bradley Hardin joins Matt McClure to break down the essential year-end planning checklist that could save you money, reduce your taxes, and start 2026 on the right financial foot.
From Roth conversions and required minimum distributions (RMDs) to charitable giving strategies that warm your heart and lower your tax bill, Bradley explains how all these pieces fit together — and why synci...
2025-11-1429 minRetirement Planning Pipe-LineCountdown to the Financial Year-End - Smart Moves for Your Money Before the Clock Runs Out!In episode 11 of the Retirement Planning Pipe-Line - As the year draws to a close, it’s crunch time for investors and retirees alike. In episode 11 of the Retirement Planning Pipe-Line, Retirement Planning Specialists David Pipes and Steve Zareck unwrap the financial countdown to year-end, breaking down the key decisions that can impact your retirement strategy and tax outlook.
Plus:
RMDs Unwrapped – What Required Minimum Distributions mean for your retirement accounts, how to calculate them, and smart ways to manage the tax bite.
401(k) Rollovers Explained – The dos and don’ts of rolling overquali...
2025-11-1400 minRetirement Your WayLongevity Risk: Making Sure Your Money Lasts as Long as You DoYou can’t predict how long you’ll live — but you can plan to make your money last. In this episode of Retirement Your Way with AmeriLife of Central Florida, Bradley Hardin joins Matt McClure to talk about one of the biggest challenges facing today’s retirees: longevity risk.
The longer we live, the longer our savings must last — and that requires smart, personalized planning. The guys break down:
Why more Americans fear outliving their savings than death itself
What the latest data shows about longer retirements and shrinking withdrawal rates
How to protect yourself from sequence o...
2025-11-0829 minRetirement Planning Pipe-LineThe Retirement Reality Hour - Interest Rates, Tax Traps, and Healthcare Costs — What You Don’t Know Could Derail Your Retirement.In episode 10 of the Retirement Planning Pipe-Line, David and Steve detail the rising healthcare costs that could affect your ENTIRE retirement plan. Plus, the guys, go over how annuities are the safest option against market volatility.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other...
2025-11-0800 minRetirement Your WayPodcast Extra: The Proper Steps to Take for a Successful Retirement
In this piece, brought to you by Retirement.Radio's Jim Tarabocchia, we explore the basics steps to take – and break them down – for further clarity on preparing for retirement.
Key Points Covered:
The importance of saving for retirement – NOW
Balancing your investments – How a healthy mix of riskier investments can help weather the market’s uncertainty especially as you get closer to retirement.
The importance of seeking professional guidance when planning financially for the future.
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About the Hosts:Bradley serves as an Investment Advisor Representative and Registered Social Security Analyst. Madison is a licensed lif...
2025-11-0401 minRetirement Planning Pipe-LinePodcast Extra: The Proper Steps to Take for a Successful Retirement
In this piece, brought to you by Retirement.Radio's Jim Tarabocchia, we explore the basics steps to take – and break them down – for further clarity on preparing for retirement.
Key Points Covered:
The importance of saving for retirement – NOW
Balancing your investments – How a healthy mix of riskier investments can help weather the market’s uncertainty especially as you get closer to retirement.
The importance of seeking professional guidance when planning financially for the future.
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Listen to the radio show every Saturday morning at 8am CST --- WCOA News Talk 104.9 FM and 1370 AM
Listen to Previous...
2025-11-0401 minRetirement Your WayIt’s Not Your Grandparents’ Retirement: Creating Income, Confidence, and Clarity for Today’s RetireesIn this episode of Retirement Your Way with AmeriLife of Central Florida, Bradley Hardin joins Matt McClure to explore how retirement has changed — and why today’s retirees face new challenges that require fresh strategies.
From longer life expectancy and the decline of traditional pensions to rising healthcare costs and inflation, Bradley explains how to build your own “personal pension,” optimize your Social Security benefits, and protect your income for decades to come. The team also tackles one of the most misunderstood tools in retirement planning — life insurance — revealing how it can offer living benefits while safeguarding your loved o...
2025-11-0129 minRetirement Planning Pipe-LineMoney & Medicare - The Hidden Connection Between Health and WealthIn episode nine of the Retirement Planning Pipe-Line, David and Steve dive deep into one of the most overlooked links in personal finance: the powerful connection between your health and your wealth. Medicare isn’t just a government program—it’s a cornerstone of retirement planning that can make or break your financial security later in life. The guys uncover how healthcare costs, coverage choices, and timing decisions can impact your long-term savings and lifestyle. From navigating Parts A, B, C, and D to understanding the hidden costs that catch retirees off guard, we’ll help you see how Medicare...
2025-10-3100 minRetirement Planning Pipe-LineBonus Interview: The Hidden Respiratory Risk for Retirees with Dr. Leonard Friedland
In recognition of RSV Awareness Month, Retirement.Radio’s Matt McClure sits down with Dr. Leonard Friedland, Vice President and Director of Scientific Affairs and Public Health for GSK North America, and Carole, a National Senior Games athlete, to discuss how RSV (respiratory syncytial virus) affects older adults and why prevention matters.
Dr. Friedland explains that RSV is far more than a seasonal nuisance — it leads to an estimated 177,000 hospitalizations and 14,000 deaths each year among adults aged 65 and older in the U.S. Carole shares her personal story of contracting RSV despite her active lifestyle, detailing how the illness sidelined her and r...
2025-10-2908 minRetirement Your WayBonus Interview: The Hidden Respiratory Risk for Retirees with Dr. Leonard Friedland
In recognition of RSV Awareness Month, Retirement.Radio’s Matt McClure sits down with Dr. Leonard Friedland, Vice President and Director of Scientific Affairs and Public Health for GSK North America, and Carole, a National Senior Games athlete, to discuss how RSV (respiratory syncytial virus) affects older adults and why prevention matters.
Dr. Friedland explains that RSV is far more than a seasonal nuisance — it leads to an estimated 177,000 hospitalizations and 14,000 deaths each year among adults aged 65 and older in the U.S. Carole shares her personal story of contracting RSV despite her active lifestyle, detailing how the illness sidelined her and r...
2025-10-2908 minRetirement Your WayThe Fear of Unretiring: How to Build a Paycheck That Never StopsIn this week’s episode of Retirement Your Way with AmeriLife of Central Florida, hosts Bradley Hardin and Matt McClure explore one of today’s biggest retirement anxieties — the fear of “unretiring.”
Drawing from the 2025 U.S. Bank Wealth Report, the team unpacks why so many Americans worry about running out of money in retirement — and what you can do to make sure your paycheck doesn’t retire before you do.
Listeners will learn:
Why 63% of retirees expect to return to work after retirement
How employers shifting from pensions to self-funded plans created new challenges
Way...
2025-10-2529 minRetirement Planning Pipe-LineAll About Annuities - Understanding, Growing, and Replacing ThemIn episode eight of the Retirement Planning Pipe-Line, David and Steve break down the basics of annuities, generating income from annuities, and why it’s imperative to swap out old annuities with newer annuities.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episodes and leave us a review!
Have questions about retirement planning or other financial topics...
2025-10-2500 minRetirement Your WayTop 3 Retirement Fears—and How to Conquer ThemWhat’s your biggest retirement fear? In this episode of Retirement Your Way with AmeriLife of Central Florida, Bradley and Madison Hardin join Matt McClure to unpack the top three concerns keeping retirees up at night—and how to turn those fears into confidence with the right plan.
You’ll learn:
Why running out of money is America’s biggest financial fear—and how to create your own personal pension that pays you for life
How to maintain your independence as you age and plan ahead for care without giving up control
❤️ How to avoid becoming a burden on yo...
2025-10-1729 minRetirement Planning Pipe-LinePlanning Ahead --- Interest Rates, Medicare & Long-Term Care in RetirementIn episode seven of the Retirement Planning Pipe-Line, David and Steve deep into some of the most critical — and often overlooked — aspects of retirement planning: interest rates, healthcare expenses, Medicare, and long-term care.
Interest Rates --- As interest rates fluctuate, how does this impact your retirement income and investment strategy? The guys break it down with real-world examples and tips to protect your financial future.
Healthcare Costs --- David and Steve tackle one of the biggest retirement wildcards: healthcare costs. From rising medical expenses to Medicare coverage gaps, we help you understand what to expect — and how to prepar...
2025-10-1700 minRetirement Your WayClean Up Your Finances: Simple Steps for a Fresh Financial StartAre 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 finan...
2025-10-1129 minRetirement Your WayBonus Interview: New Tax Changes - with Mark SteberRetirement.Radio’s Matt McClure talks with Mark Steber, Chief Tax Officer at Jackson Hewitt, about why tax planning should be a year-round priority—not just something to think about around Tax Day. Steber explains that there are still several months left in the year to make meaningful changes that can impact the 2025 tax return, emphasizing the importance of reviewing last year’s return, correcting any mistakes, and adjusting for life changes or new tax law updates. He also highlights some of the significant tax code changes coming in 2025, including a potential increase in the child tax credit and higher deduc...
2025-10-0709 minRetirement Your WayDon’t Leave Uncle Sam a Tip: Smarter Tax Planning for RetirementTaxes 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 di...
2025-10-0329 minRetirement Planning Pipe-LineBonus Interview: Protecting Your Digital Life After 50—Insights from AARP’s Tom KamberRetirement.Radio’s Matt McClure sits down with Tom Kamber, Executive Director of Older Adults Technology Services (OATS) from AARP, to discuss how older Americans are using technology, where the biggest gaps remain, and why digital privacy is more important than ever. From app permissions to password managers, Tom shares AARP’s five-day Digital Housecleaning Challenge to help you get your digital life organized and secure.
Link to Digital Housecleaning Challenge: https://seniorplanet.org/digitalhousecleaning
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Listen to the radio show every Sunday morning at 9am CST --- https://newsradio710.iheart.com/
2025-09-3006 minRetirement Your WayBonus Interview: Protecting Your Digital Life After 50—Insights from AARP’s Tom KamberRetirement.Radio’s Matt McClure sits down with Tom Kamber, Executive Director of Older Adults Technology Services (OATS) from AARP, to discuss how older Americans are using technology, where the biggest gaps remain, and why digital privacy is more important than ever. From app permissions to password managers, Tom shares AARP’s five-day Digital Housecleaning Challenge to help you get your digital life organized and secure.
Link to Digital Housecleaning Challenge: https://seniorplanet.org/digitalhousecleaning
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About the Hosts:Bradley serves as an Investment Advisor Representative and Registered Social Security Analyst...
2025-09-3006 minRetirement Your WayDon’t Let These Mistakes Derail Your Retirement DreamsIn this episode of Retirement Your Way with AmeriLife of Central Florida, host Matt McClure is joined by Bradley and Madison Hardin to discuss the four biggest habits that could wreck your retirement dreams—and the steps you can take to avoid them.
They cover:
Why carrying high-interest debt into retirement is dangerous
How failing to plan for taxes can drain your savings
⏳ Longevity risk: what happens if you live longer than expected
Why relying on your home as a retirement plan can leave you “house rich but cash poor”
The rising cost of healthcare in retireme...
2025-09-2629 minRetirement Your WayVolatility-Proof Retirement: Strategies for Peace of MindMarket volatility is a fact of life—but it doesn’t have to derail your retirement. In this episode of Retirement Your Way with AmeriLife of Central Florida, hosts Bradley and Madison Hardin join Matt McClure to break down how retirees and pre-retirees can protect their portfolios from the ups and downs of the market.
From the Rule of 100 and the dangers of emotional investing to strategies for guaranteed income and smart Social Security timing, Bradley and Madison share how to build a retirement plan that balances risk and safety. Plus, they explain the often-overlooked risk of sequ...
2025-09-1929 minRetirement Your WayFrom Nest Egg to Paycheck: Building Reliable Retirement IncomeYour nest egg is important, but it’s the income it produces that truly defines your retirement experience. In this episode of Retirement Your Way with AmeriLife of Central Florida, Bradley and Madison Hardin share how to transform savings into a reliable paycheck you can’t outlive. They discuss strategies for protecting spouses from income loss, planning around Social Security, and avoiding the “widow’s tax.” You’ll also hear a real-life case study where they helped a couple balance one spouse’s love of day-trading with the other’s desire for guaranteed security. Plus, a round of “Right or Wrong” puts com...
2025-09-1329 minRetirement Planning Pipe-LineSmart Money Retirement: Income That Lasts – Annuities 101If you’re nearing retirement-or already there- you’ve probably heard the word annuity tossed around as an answer to guaranteed income. But what exactly is an annuity? In episode six of the Retirement Planning Pipe-Line, Retirement Planning Specialists David Pipes and Steve Zareck are breaking down Annuities 101 to help you make smart, informed decisions about your financial future. The guys cover
What annuities really are—and what they’re not
The different types of annuities (fixed, variable, indexed, and more)
Why annuities get a bad rap—and what’s fact vs. fiction
How to find high-performing annuities with strong i...
2025-09-0659 minRetirement Your WayManaging Risk in Retirement: How to Protect What You Can’t Afford to LoseRisk is everywhere in retirement planning—but with the right strategy, you can manage it and create confidence for the years ahead. In this episode of Retirement Your Way, hosts Madison and Bradley Hardin join Matt McClure to discuss the many types of risk retirees face and how to protect your hard-earned savings.
Topics include:
The Rule of 100 and how it guides your risk allocation
Longevity risk—outliving your money as people live longer than ever
Sequence of returns risk and how timing can impact retirement income
Hidden fee risk and how to eliminate unnecessary costs
How...
2025-08-3029 minRetirement Planning Pipe-LineRetirement Tax Traps – and How to Avoid Them!In episode five of the Retirement Planning Pipe-Line, Retirement Planning Specialist David Pipes dives deep into the hidden tax traps that can derail your retirement—and what you can do now to avoid them. Plus, David talks about how today’s and tomorrow’s interest rates could shape your retirement strategy.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episod...
2025-08-2354 minRetirement Your Way10 Steps to a More Secure RetirementRetirement doesn’t happen by accident—it happens by design. In this episode of Retirement Your Way with AmeriLife of Central Florida, hosts Bradley and Madison Hardin join Matt McClure to walk through 10 practical steps to help you create a secure, stress-free retirement.
From diversifying your portfolio and maximizing contributions, to managing medical costs, long-term care planning, and minimizing taxes, this conversation is packed with actionable advice for retirees and pre-retirees. Whether you’re just entering the retirement red zone or already enjoying your golden years, this episode will help you line up your income, expenses, and lifest...
2025-08-2229 minRetirement Your WayZero is Your Hero: Protecting Principal While Growing AssetsIn this week’s episode of Retirement Your Way, hosts Bradley and Madison Hardin join Matt McClure to explore how retirees can build wealth safely while protecting what they’ve worked so hard to earn.
From market downturns that can derail retirement plans to the fear many people have of outliving their savings, the Hardins explain why accumulation strategies need to balance both growth and protection. They dive into fixed indexed annuities (FIAs)—how they’ve evolved beyond “your grandfather’s annuity”—and why these tools can deliver market-like returns without the risk of losing your principal.
The show a...
2025-08-1529 minRetirement Planning Pipe-LineVolatility-Proof Retirement - How to Minimize Risk, Maximize Confidence, and Make Your Money Last — No Matter What the Market DoesIn episode four of the Retirement Planning Pipe-Line, Retirement Planning Specialist David Pipes dives into one of the most pressing concerns for retirees and pre-retirees alike: how to safeguard your retirement against market volatility. With financial uncertainty becoming the new normal, a sound strategy is more important than ever.
Join us as we explore proven ways to build a resilient retirement plan—one that can weather market downturns, adapt to economic shifts, and still give you peace of mind. You’ll learn:
Why Market Volatility Hits Harder Near Retirement –We’ll explore why that is — and how to prep...
2025-08-151h 04Retirement Your WayLegacy Planning 101: More Than Just a WillPlanning 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, easi...
2025-08-0929 minRetirement Planning Pipe-LineReady, Set, Retire! How to “De-Risk” Your Portfolio, Plan Smarter and Create More IncomeIn this powerful episode of Smart Retirement Strategies, we dive into one of the most critical aspects of retirement planning: how to protect your wealth while still generating income.
Retirement Planning Specialist David Pipes explores what it really means to reduce risk in today’s volatile market—and how the Rule of 100 can help guide your asset allocation decisions. You'll also hear a fresh take on one of the most debated tools in retirement planning: annuities. Could they be the steady income solution you're missing?
Topics we cover:
What it means to have "Smart Visio...
2025-08-081h 02Retirement Planning Pipe-LineFrom Career to Freedom: Mastering the Transition into RetirementRetirement isn’t just the end of a career—it’s the start of a whole new chapter. In episode two of the Retirement Planning Pipe-Line, Retirement Planning Specialists David Pipes and Steve Zareck explore how to make the shift from full-time work to retirement with purpose, clarity, and confidence. Whether you’re months away from retirement or just beginning to plan, we cover the emotional, financial, and lifestyle aspects of this major life change.
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Don’t miss this episod...
2025-08-0259 minRetirement Your WayIs Central Florida Ready for Retirement?Are you prepared for retirement? In this eye-opening episode, hosts Madison and Bradley Hardin, alongside Matt McClure, reveal some shocking statistics about America's retirement readiness—and what they mean for Central Florida retirees.
Key Takeaways:
Over 50% of Americans don’t know how much they’ll need in retirement—don’t be one of them.
Social Security was only designed to replace 40% of your income—what’s your plan for the other 60%?
34% of Americans haven’t started saving at all—there’s still time to start.
From the startling number of Americans with no retirement savings to the surprising ro...
2025-08-0229 minRetirement Planning Pipe-LineAnnuities Explained: Unlocking Guaranteed Income in RetirementWelcome to the Retirement Planning Pipe-Line! In the debut episode, Retirement Planning Specialists Charles “David” Pipes, and Steve Zareck dive into the world of annuities and explore how they can play a powerful role in your retirement strategy. Tune in and take the first step toward creating the retirement income you can count on!
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Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retireme...
2025-07-3059 minRetirement Your WayRetirement Your Way: Conquering Inflation and Creating Lasting IncomeWelcome to the very first episode of Retirement Your Way with AmeriLife of Central Florida! Hosts Matt McClure, along with husband-and-wife retirement planning team Bradley and Madison Hardin, are here to help you take control of your financial future — your way.
In this debut episode, the team tackles one of the biggest threats to your retirement: inflation. From skyrocketing grocery prices to rising healthcare costs, inflation affects everyone — but it hits retirees hardest. Discover how you can fight back using three simple but powerful strategies:
Diversify your investments
Consider deferring Social Security
Recalibrate your retirement budget
Yo...
2025-07-2529 minRetirement Your WayRetirement Your Way: Conquering Inflation and Creating Lasting IncomeWelcome to the very first episode of Retirement Your Way with AmeriLife of Central Florida! Hosts Matt McClure, along with husband-and-wife retirement planning team Bradley and Madison Hardin, are here to help you take control of your financial future — your way.
In this debut episode, the team tackles one of the biggest threats to your retirement: inflation. From skyrocketing grocery prices to rising healthcare costs, inflation affects everyone — but it hits retirees hardest. Discover how you can fight back using three simple but powerful strategies:
Diversify your investments
Consider deferring Social Security
Recalibrate your retirement budget
Yo...
2025-07-2529 min
HIPE Leadership PodcastLeading with Love with Scotty ElliotIn episode 41 of the HIPE Leadership Podcast, Lindsey and David are joined by Scotty Elliot. Scotty is Amerilife’s Chief Distribution Officer, Health. In this position, Elliott oversees a distribution organization of more than 50 independent health and life marketing organizations that has more than doubled in size since 2020.
Scotty, Lindsey, and David discuss various topics regarding leadership, including properly handling struggles and using struggles as tools for success, surrounding yourself with excellent leaders, three leadership lessons, challenges, and more!
Subscribe now and don't miss out on this essential guide to growing as a leader and entr...
2025-06-2050 min
AMG AcademyMedicare Mayhem? Here’s How Agents Can Pivot & ProfitIn this action-packed episode of AMG Academy, host Matt McClure sits down with Sean Niebuhr, veteran marketer with AmeriLife, to talk candidly about the rapidly evolving Medicare space. From disappearing PDP commissions to changes in Med Supp plans and the rise of ancillary products, Sean shares what every insurance agent needs to know right now to stay competitive.
They also dive into:
Why diversification is key to long-term broker success
How to effectively cross-sell (without being pushy)
The client retention power of being a one-stop shop
The outdated tactics agents still use—and what to do in...
2025-06-1332 minAMG AcademyBuild a Referral-Based Business: Proven Strategies for Insurance AgentsIn this episode of AMG Academy, host Matt McClure welcomes back Devon Williams, Senior Marketing Manager at AmeriLife Marketing Group, to dive into one of the most powerful growth strategies in the business: building a referral-based insurance practice.
Whether you’re a brand-new agent or an industry veteran, this episode will help you: ✅ Shift from lead-dependence to client-driven referrals ✅ Build lasting trust and credibility from the first appointment ✅ Ask for referrals without sounding pushy ✅ Keep client relationships alive—even after the sale ✅ Stay organized without complicated CRMs ✅ Leverage personal branding and social media for...
2025-06-0625 minAMG AcademyFrom Overlooked to In-Demand: Marketing Strategies for Insurance AgentsDiscover how to build a powerful personal brand as an independent insurance agent in 2025. In this episode of AMG Academy, host Matt McClure welcomes AmeriLife's Devon Williams and Amber Allen (Bubp) for a deep dive into cost-effective marketing strategies, customer retention tools like hospital indemnity and living benefits, and why authenticity and consistency matter more than carrier logos. Whether you specialize in Medicare, life, or ACA, this episode is packed with practical advice to help you attract more clients and grow faster.
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2025-05-0934 minAMG AcademyNext-Level Growth: Proven Strategies for Insurance AgentsThinking bigger? In this episode, Matt McClure and AmeriLife Marketing Group’s Kyle England share expert insights on how to expand your book of business, build strong client relationships, and use marketing to accelerate your growth as a life and health insurance agent.
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2025-02-0723 minAMG AcademySupport, Benefits and Resources: What it’s Like Working with AmeriLife Marketing GroupOn this week’s episode, Matt McClure speaks with Devon Williams. He’s been a marketer with AmeriLife Marketing Group for more than 10 years and has seen first-hand how AMG helps agents grow their business. The two discuss some of the resources AMG provides to agents and the support that is available to help them thrive in the insurance world.
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2024-11-2232 minAMG AcademyHow the Inflation Reduction Act is Affecting Medicare SalesOn a new edition of AMG Academy, host Matt McClure speaks with Senior Marketing Director Joe Brandau of AmeriLife Marketing Group. The two discuss the Inflation Reduction Act and how it is impacting Medicare sales this year. There’s a lot of good in the bill, but perhaps some unintended consequences are making things more difficult for producers and marketers.
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2024-11-0828 min
EFES NationThe Future of the Insurance Industry - With Amber AllenIn Episode 33 of EFES Nation, Chase is joined by Amerilife Senior Marketing Director Amber Allen to discuss the future of the insurance industry, and common areas where Amber helps agents succeed!
AEP is a critical time to help clients navigate their Medicare options. In episode 32 of EFES Nation, Chase does a deep dive with Agency Owner Jeremy Johnson about the Annual Enrollment Period (AEP), offering essential guidance on the dos and don’ts for insurance agents and advisors.
Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to he...
2024-10-1826 minHIPE Leadership PodcastCareer Journey Through Final Expense - With Chris AllenOn episode 13 of HIPE Leadership Podcast, Lindsey and David are joined by Agency Leader, Chris Allen of Apex Financial. The trio discusses Chris’s journey in the final expense and sales business, and some insightful information on how Chris paved a new path forward with his career!
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and shar...
2024-10-1837 minAMG AcademySocial Security Announces Lowest Cost of Living Adjustment in Four Years
GUEST: Jenn Jones, VP of Government Affairs, AARP
TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation.
COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
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2024-10-1606 minAMG AcademyVision Loss Awareness with Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of Professional Outreach for Foundation Fighting BlindnessGUESTS: Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of professional outreach of Foundation Fighting Blindness (Michelle shares her own story about vision loss, as well).
TOPIC: World Sight Day on Thursday, October 10, 2024, focuses the world’s attention on blindness and vision loss and the importance of eye care. To help spread awareness during October’s Blindness Awareness Month, the Foundation Fighting Blindness invites individuals to share their unique experiences with blinding diseases through the social media campaign, #ShareYourVision.
This year’s campaign celebrates the unique and diverse ways in which individ...
2024-10-1108 minAMG AcademyThe Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging
In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years...
2024-10-0906 minHIPE Leadership PodcastThe Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging
In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years...
2024-10-0906 minHIPE Leadership PodcastJourney Through the Final Expense Space – with Corey PriceIn episode 12 of HIPE Leadership podcast, Lindsey and David are joined by Agency Leader Corey Price to discuss Corey’s career journey in the final expense space, his approach to selling insurance, and gives lessons on leading people to success within final expense.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
Lis...
2024-10-0540 minHIPE Leadership PodcastThe Journey and Rewards of Final Expense with Kevin GlasscockLindsey & David are joined by Agency Leader of Orca Life, Kevin Glasscock, to discuss his journey in the final expense space, his primary market area, and advice for young agents hoping to succeed within the industry.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d like to hear addressed on the show? Connect with Lindsey & David and your question or topic could be featured in an upcoming episode! Don't forget to leave a review and share this podcast!
C...
2024-09-2737 minHIPE Leadership PodcastOur Assignment Comes with the AlignmentIn episode 10 of the HIPE Leadership podcast, Lindsey and David dive deep into the idea that every assignment we take on in life is intricately connected to our inner alignment. Whether it's a career goal, a personal mission, or a relationship, the tasks we are given or choose to pursue often mirror our internal state of balance—or imbalance.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be f...
2024-09-2025 minAMG AcademyMedicare Prescription Drug Cap 2025 | Interview with Leigh PurvisBonus episode! Guest: Leigh Purvis, Prescription Drug Policy Principal, AARP Public Policy.
A provision in the 2022 Inflation Reduction Act will cap annual out-of-pocket prescription drug costs for people in Medicare prescription drug plans, beginning at $2,000 in January 2025.
A new AARP report analyzes the number of enrollees that will benefit from the cap by state, age, gender, and race between 2025 and 2029. The findings indicate that Medicare drug plan enrollees who reach the new out-of-pocket cap will see average savings of roughly $1,100, or 56%, in 2025 for their prescription drugs.
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2024-09-1804 minHIPE Leadership PodcastMaximize Your Potential with a Balanced LifeMany of us struggle to juggle multiple responsibilities—whether it’s work, family, personal goals, or self-care. But achieving balance isn’t about perfection; it’s about prioritizing the right areas and creating harmonious cycle between everything. In episode nine of the HIPE Leadership Podcast, Lindsey and David dive into the importance of creating balance in life and how it directly impacts your ability to reach your highest potential.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Linds...
2024-09-1334 minHIPE Leadership PodcastWhat You Need to Know for Life Insurance MonthSeptember is Life Insurance Month, a perfect time to take a closer look at one of the most crucial financial tools available. In episode 8 of the HIPE Financial Podcast, Lindsey and David break down the essentials of life insurance — what it is, why it matters, and how to choose the right policy for you and your loved ones.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featu...
2024-09-0634 minHIPE Leadership PodcastThe Key Qualities of Successful Entrepreneurs in the Insurance IndustryOn episode seven of the HIPE Leadership Podcast, Lindsey and David Curry are joined by President and Chief Executive Officer at Orca Life – Glenn Crabtree explore how certain qualities within someone’s skillset can shape the journey of successful entrepreneurs in the insurance industry. Lindsey, David, and Glenn give real-life examples of industry leaders who have demonstrated unwavering persistence, share actionable tips for cultivating this essential trait, and examine how the right mindset can set you apart in one of the most competitive fields.
Subscribe now and don't miss out on this essential guide to growing as a le...
2024-08-3032 minHIPE Leadership PodcastLeveling Up: Embrace the Hard Now, Conquer the Impossible LaterOn episode six of the HIPE Leadership Podcast, Lindsey and David Curry dive into the power of tackling tough challenges today to build the resilience and skills needed for even greater feats tomorrow. Whether it's in your career, personal life, or fitness journey, David and Lindsey discuss how pushing through hard things sets the foundation for exponential growth.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be fe...
2024-08-2335 min
NewsRamp Business & Corporate PodcastToday's Highlights: UNOS Chief Medical Officer, Chaintrade.ai Launch, CPREX Acquisition, Velocity Global CEO, Liquid Death Partnership, Caddis & Ultrascale Alliance, Commonwealth Initiative, AmeriLife Partnership, LogicMark ExpansionIn today's episode, we cover a range of topics, including the appointment of Dr. Andrew S. Klein as Chief Medical Officer of UNOS, the launch of Chaintrade.ai by SMCE revolutionizing data intelligence for capital markets, and CPREX's acquisition of Regional Airport Center II in Orlando. We also discuss Francoise Brougher's appointment as CEO of Velocity Global, Liquid Death's partnership with Campobasso Football Club, and the strategic alliance between Caddis Cloud Solutions and Ultrascale Digital Infrastructure. Additionally, we touch on Commonwealth's initiative to improve the financial well-being of workers, AmeriLife Group's partnership with Peak Financial Freedom Group, and LogicMark's expansion...
2024-08-2026 minHIPE Leadership PodcastBuilding Stronger Relationships: The Power of Mindset in CommunicationWhether it's in your personal life or professional environment, how you approach conversations can make all the difference.
On episode 5 of the HIPE Leadership Podcast, Lindsey and David Curry dive deep into the art of building meaningful relationships by shifting the way we think about communication. They explore strategies for fostering genuine connections, the importance of empathy, and how altering your mindset can transform the way you interact with others. Whether you're looking to strengthen your existing connections or build new ones, this episode will provide you with the tools you need to communicate more effectively and t...
2024-08-1633 min
NewsRamp Finance and Fintech PodcastFinancial Partnerships and Milestones: AmeriLife Group, LLC and Actelis NetworksAmeriLife Group, LLC has partnered with USA Financial to enhance opportunities for independent financial professionals. USA Financial, a national wealth management firm, is excited about the new doors this partnership will open. Actelis Networks, traded under NASDAQ as ASNS, has achieved a significant milestone in Q2 2024 with positive EBITDA, marking its first positive quarter since 2022.
2024-08-1503 min
NewsRamp Insurance PodcastEmpowering Financial Professionals: AmeriLife Group Partners with USA FinancialAmeriLife Group, LLC partners with USA Financial to enhance opportunities for independent financial professionals. USA Financial, a national wealth management firm, is excited about the new doors this partnership will open. With expanded access to top-flight insights and resources, financial professionals can take their businesses to new heights. Houlihan Lokey acted as the exclusive financial advisor to USA Financial in connection with the transaction.
2024-08-1502 min
NewsRamp Leadership and Management PodcastIndustry Updates: EcS+ Rebranding, AmeriLife Appoints EVP, NAVEX Conference, and Tourism Insights with Larry WoodsToday's episode features updates from various industries, including the rebranding of EcS+ as a women-owned expense reduction services firm led by Angela Briante. AmeriLife Group appoints Michael Tobitsch as Executive Vice President, and NAVEX announces its thirteenth annual risk and compliance virtual conference with keynote speakers Cy Wakeman and Alison Taylor. Additionally, tourism trailblazer Larry Woods shares insights on destination marketing and the future of Texas tourism on the Building Texas Show.
2024-08-1305 minNewsRamp Insurance PodcastAmeriLife Group, LLC Appoints Michael Tobitsch as Executive Vice President and Head of Corporate DevelopmentAmeriLife Group, LLC appoints Michael Tobitsch as Executive Vice President and Head of Corporate Development. Tobitsch will lead corporate development efforts, focusing on acquisitions and growth objectives. With a background in investment banking, Tobitsch brings a wealth of experience to AmeriLife, a national leader in insurance and retirement solutions.
2024-08-1302 minHIPE Leadership PodcastThe Power of Perspective: How Shifting Your View Can Change Your LifeHow often do we find ourselves stuck in negative thought patterns, feeling overwhelmed by circumstances that seem beyond our control? What if the key to unlocking a more fulfilling life is not in changing the world around us, but in changing how we see it?
On episode four of the HIPE Leadership podcast, Lindsey and David Curry explain the ways in which people can benefit from a perspective change and explore some scientific studies of how one’s physical and mental health connect to their perspectives in life.
Subscribe now and don't miss out on th...
2024-08-0933 minHIPE Leadership PodcastWhen Leaders Grow, Your Whole Team GrowsOn episode 3 of the HIPE Leadership Podcast, Lindsey and David Curry the key components to growth in your journey as a leader and entrepreneur.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
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davidcurry@orca.life | lindseycurry@orca.life | (502)-314-2789
2024-08-0232 minNewsRamp Insurance PodcastPartnership Announcement: AmeriLife Group, LLC and Elite Insurance Group Join ForcesAmeriLife Group, LLC has partnered with Elite Insurance Group, an independent insurance brokerage specializing in Medicare, health insurance, and life insurance markets. Terms of the deal were not disclosed. The partnership will provide Elite Insurance Group access to resources and benefits to enhance their business, as they join AmeriLife's Health Distribution organization. AmeriLife's Chief Distribution Officer of Health, Scotty Elliott, is excited to welcome Elite Insurance Group to the team, emphasizing the importance of strong partners in the industry.
2024-08-0102 minHIPE Leadership PodcastCrafting Your Vision: The Entrepreneur's Guide to SuccessOn episode 2 of the HIPE Leadership Podcast, Lindsey and David Curry dive deep into one of the most critical components of entrepreneurial success: having a vision. David and Lindsey discuss the importance of vision, crafting a vision, and the power of building a vision.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d liked discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes!
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htt...
2024-07-2632 minHIPE Leadership PodcastIf It's Meant to Be, It’s Up to Me: Embracing Personal ResponsibilityOn episode 1 of the HIPE Leadership Podcast, Certified John Maxwell team leaders Lindsey and David Curry dive deep into the transformative quote, "If it’s meant to be, it’s up to me." This powerful saying by William H. Johnsen encapsulates the essence of personal responsibility and the pivotal role we play in shaping our destinies. Lindsey and David discuss practical strategies for embracing this mindset, overcoming obstacles, and staying motivated on the path to achieving our goals.
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have...
2024-07-1928 minAMG AcademyUnderstanding Medicare Supplement: Humana Plan NOn a new edition of AMG Academy, Matt McClure welcomes Valentina Cervantes, Channel Development Director with Humana, to talk about the carrier’s Medicare Supplement Plan N. Valentina is a seasoned professional with a decade of experience in the Medicare market. She has held various roles within the market, including recruiting, training, and helping agents grow their business. For the past 3 years, Valentina has been a valuable member of the Humana team, currently serving as the Channel Development Director for Humana Medicare Supplement.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
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2024-07-1923 minNewsRamp Insurance PodcastInsurtech Provider Novidea Acquires Docomotion & AmeriLife Group Partners with WerksGroup for Federal Employee BenefitsNovidea, a leading Insurtech provider, has acquired Docomotion to enhance its document generation capabilities and solidify its position in the insurtech industry. The strategic move, set to close within the week, will bring new automated forms processing, design, management, and e-signature features to Novidea's platform. AmeriLife Group, LLC has also announced a partnership with WerksGroup, LLC, known for prioritizing relationships over sales, to provide enhanced retirement and life insurance guidance for federal employees.
2024-07-0202 min
Corporate Competitor PodcastAmeriLife Executive Brian Peterson says: When you think you have communicated enough, communicate one more time.Ep. 186: Basketball shaped Brian, who was the President and CEO of TruChoice Financial Group. He was the architect behind its construction before accepting his role at AmeriLife. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply Brian's insights. --- Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special tha...
2024-06-2626 minAMG AcademyMedico’s Short-Term Care PlanOn this episode, Matt McClure welcomes Kelly Rayburn from Medico to discuss a unique policy offering, short-term care (STC). Joined by AMG’s Barry Hensley, they will go over a brief history of the company, the products they offer and then go into detail on the STC plan. They will also cover the highlights of the product and how it stands out against the competition.
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2024-05-0334 minAMG AcademyHow Strategic Assistance Can Help Business GrowthThis week, Matt welcomes Ken Brannigan, Chief Operating Officer of Senior Healthcare Solutions, and Amber Allen of AmeriLife Marketing Group. The three discuss how having the right partner can help your business grow. They’ll go in-depth on the services that AMG can provide and Ken will share how those resources helped him reach his goals.
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2024-04-2632 minAMG AcademyGTL Hospital Indemnity: What it is and What Sets it ApartThis week, host Matt McClure speaks with special guest Demetri Simos, AVP of Sales for Guarantee Trust Life (GTL). They’ll discuss everything you need to know about GTL’s hospital indemnity policies and what sets them apart from the competition.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
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2024-03-3035 minAMG AcademyBuilding Your Brand in Today's Digital AgeOn this week's show, Matt McClure and AMG Principal Nick Hildenbrand discuss the importance of building your brand. From logos to slogans to online marketing, this wide-ranging discussion will cover the basics you need to know to make yourself stand out from the crowd in the insurance space.
To Learn More and Contact Us: AmeriLifeMarketingGroup.com
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2024-03-2227 minAMG AcademyGrowing from Solo Agent to an AgencyThis week, Matt McClure speaks with AMG Principal Nick Hildenbrand about the journey from solo agent to agency. From recognizing the need for expansion to managing growth and challenges, they’ll cover all the steps along the way.
Learn more and get in touch with us at AmeriLifeMarketingGroup.com
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2024-03-1549 minAMG AcademyThe Importance of Hospital Indemnity CoverageOn this first episode of the AMG Academy podcast, host Matt McClure speaks with Barry Hensley about the importance of hospital indemnity coverage.
Who is an ideal client for this type of policy? What are some of the optional riders agents can offer? We go in-depth about everything you need to know in this wide-ranging conversation.
Learn more and get in touch with us at AmeriLifeMarketingGroup.com
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2024-03-0935 min
Hire Learning with Oz RashidOvi Vitas — AmeriLife’s CMO on Hiring and Award-Winning Advertising for Global BrandsOn this episode, your host Oz Rashid is joined by Ovi Vitas, Executive Vice President and Chief Marketing Officer at AmeriLife — a Fortune 500 financial organization — to discuss digital marketing and how video games are leading the way in the marketing space, as well as how Ovi makes hiring decisions.The type of people Ovi looks for when hiring are those who contribute to diversity, as well as people who are disruptors. All in all, desired character traits would depend on the role that needs to be filled. Overall, the most important quality is that candidates be good...
2023-05-2451 min