C.L.I.M.B. Through Retirement

Brad Jones
  • 0.0 (0)
  • Business
  • Updated Weekly

Tune in to our weekly radio show, C.L.I.M.B. Through Retirement, for the latest retirement updates and insights to help you climb the heights of financial independence. Find out more about Jones Retirement Advisors by going to jonesretirement.com. Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a financial services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an investment advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to investment adviser requirements. AEFS, AEWM & Jones Retirement Advisors, LLC are not affiliated companies.

  1. 3d ago

    Headlines

    Why do so many Americans delay creating a legacy plan, even after decades of diligent saving? This episode of Climb Through Retirement pulls back the curtain on the often-overlooked—and sometimes uncomfortable—truths behind estate planning. Join Ben Heisler and Brad Jones as they explore the real-world impact of having no will or trust, reveal new legacy-building tools for families and grandparents, and offer a fresh perspective on why ignoring this step can have lasting consequences. Discover how simple actions today can change the story of your retirement tomorrow—because every plan, even if unintentional, leaves a legacy. Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future. Tune in and take the next step on your path to a fulfilling retirement.

  2. Sep 5

    The Surprising Truth About Retirement Confidence

    Why do those who spend decades funding braces, soccer games, and tuition often feel more confident about retirement than those with fewer financial demands? In this episode, Ben Heisler and Brad Jones unravel a counterintuitive new study, exposing the hidden roles of structure, support, and planning in building retirement security. Tune in for revealing insights into the anxieties, strategies, and surprising realities facing retirees—regardless of whether their weekends are spent on youth sports sidelines or quiet getaways. What really sets the most secure retirees apart? The answer is simpler—and more within reach—than you might expect. Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future. Tune in and take the next step on your path to a fulfilling retirement.

  3. Aug 29

    Is a Million Dollars Enough? Debunking the Retirement Magic Number

    Ever catch yourself wondering if a million dollars is really enough to retire on? This week on the C.L.I.M.B. Through Retirement Show, Ben Heisler and Brad Jones dig deep into retirement’s most popular — and misunderstood — question. From the myths people hear at backyard BBQs to the realities that come from decades of financial planning, this episode challenges the one-size-fits-all approach and gets personal about the climb toward your ideal future. But is a million dollars your ticket to a life of front-row flights, grandkid adventures, and stress-free sunsets — or is there more to the story? Hint: your answer might not match your neighbor’s! Ben and Brad dive into the 4% rule, hidden costs, and a few retirement surprises that could change how you look at your savings. Plus, they tackle your mailbag questions, from solo retirees to tricky tax “tornadoes.” Tune in and discover why retirement isn’t just about a number — it’s about building your own version of “enough.” Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future. Tune in and take the next step on your path to a fulfilling retirement.

  4. Aug 22

    Headlines, Hype & Retirement: The Truth Behind Medicare Part D Changes

    What really happens when scary headlines hit the news cycle—especially about your retirement health care? This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones dig into the recent buzz around Medicare Part D and whether these changes should have you rethinking your entire plan, or just rolling your eyes at political ads. Spoiler: That premium spike might not be as dramatic as you’ve heard, but there’s much more every retiree should know. Plus, our mailbag is full of real-life questions from listeners just like you! From bridging the gap to Medicare before age 65, to demystifying “bond tents,” and ways to talk inheritance (without derailing Sunday dinner), you won't want to miss Brad’s practical advice and a few laughs along the way. Tune in and learn why the best retirement plan isn’t shaken by every headline—and how you can climb through changing times with confidence. Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future. Tune in and take the next step on your path to a fulfilling retirement.

  5. Aug 15

    Market Highs, Hidden Risks: Your Retirement Check-Up

    Have recent market highs got you smiling every time you peek at your portfolio? Don’t get too comfortable—this episode of C.L.I.M.B. Through Retirement uncovers the sneaky risks that strong markets can hide, especially for those closing in on retirement. Ben Heisler and Brad Jones dig into why now, while things are good, is actually the ideal moment to review, rebalance, and rethink your strategy—before life throws a curveball. If you’ve ever wondered whether your mix of stocks and bonds is as safe as it feels, you’ll want to hear what Brad has to say. Feeling confident about retiring on time, but still can’t shake that nagging worry? You’re not alone—and Brad answers some real listener questions that reveal how even a lucky streak can leave your nest egg exposed. From scattered 401(k)s to family loans and the truth about fiduciaries, we tackle the choices that could shape your golden years. Ready for insights, stories, and a few retirement myths busted? Hit play and join the climb! Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future. Tune in and take the next step on your path to a fulfilling retirement.

  6. Aug 8

    Your Biggest Retirement Questions—Answered

    Retirement is supposed to be the reward for a lifetime of hard work, but if you’ve ever wondered, "Am I really ready?" you’re not alone. In this episode of C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones open the mailbag and shine a spotlight on the five most common—and most pressing—retirement questions everyone seems to have, from when to start Social Security to that age-old 4% rule. Are you worrying about outliving your money? Debating a Roth conversion? Or maybe you’re just trying to figure out if moving your 401(k) makes sense? You’re in good company. But the real answers? Well, they’re rarely one-size-fits-all. Join Ben and Brad as they dig beyond the headlines and Google search results to share the candid, practical advice you wish someone had given you when you started planning. Whether you’re a snowbird-in-training, just starting your retirement journey, or already living the dream, this episode will have you nodding along, learning something new, and maybe even rethinking your plans. Press play and start your climb—one smart answer at a time. Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future. Tune in and take the next step on your path to a fulfilling retirement.

  7. Aug 1

    The Silent “B” — Why Building Your Legacy Can’t Wait

    What if one silent letter could shape your entire retirement? On this week’s episode of “C.L.I.M.B. Through Retirement,” Ben Heisler and Brad Jones tackle the one part of retirement planning most of us dodge for years—legacy. You might be surprised to hear just how many Americans have no will, no trust, not even a power of attorney. Is it just procrastination, discomfort, or something more? Brad has seen it all from more than 20 years helping families, and he’s got stories (and a few zingers) to share. But don’t worry, it’s not a guilt-trip—think of it as your nudge to take action before the state decides for you. We’re also cracking open the community mailbag and your real-life retirement questions—from turning your beloved local shop into a steady paycheck, to whether that hot tip on Bitcoin is really just rolling the dice. Plus, there’s a buzz about a brand-new retirement tool that could change how you plan for your grandkids’ future. This episode is packed with practical insights, a few laughs, and just enough suspense to keep you hanging on for the next step in your retirement climb. Don’t miss out—your legacy, and a little peace of mind, might be just one conversation away. Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future. Tune in and take the next step on your path to a fulfilling retirement.

  8. Jul 25

    Beyond the Balance: Funding Your Freedom

    What if the biggest risk to your retirement isn’t how much you’ve saved, but how you plan to spend it? Join Brad Jones and Ben Heisler as they uncover the real costs behind a fulfilling retirement—revealing unexpected expenses, common income mistakes, and the secrets to converting your savings into reliable monthly income. Set against the candid backdrop of family stories and hard-earned financial insights, this episode challenges traditional thinking and sheds light on the subtle pitfalls that can trip up even the best savers. Get ready to rethink what a rewarding retirement really takes—because the answer may surprise you. Join Brad Jones for another insightful episode of C.L.I.M.B. Through Retirement, where he dives into practical strategies for tackling the challenges and opportunities of retirement. Today’s show covers important subjects like taxes, Social Security, long-term care, and navigating unpredictable markets—giving you the expert knowledge you need to make confident decisions for your future. Tune in and take the next step on your path to a fulfilling retirement.

See All (173)

About

Tune in to our weekly radio show, C.L.I.M.B. Through Retirement, for the latest retirement updates and insights to help you climb the heights of financial independence. Find out more about Jones Retirement Advisors by going to jonesretirement.com. Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a financial services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an investment advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to investment adviser requirements. AEFS, AEWM & Jones Retirement Advisors, LLC are not affiliated companies.

Information