Social Security Deep Dive: Timing, Strategy & Building a Strong Retirement Foundation

In 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 the gap Social Security doesn’t cover, creating more confidence and clarity for the retirement journey ahead.

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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.

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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.