Balancing Act: Why Rebalancing May Just Save Your Retirement

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Balancing Act: Why Rebalancing May Just Save Your Retirement

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Ever feel like your retirement plan is a moving target? You’re not alone! This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones dig into one of the most misunderstood—but crucial—parts of smart investing: rebalancing your retirement portfolio. Find out why your 60/40 mix might not be what you think it is, why leaving things on autopilot could invite a world of risk, and how a simple adjustment can bring peace of mind when markets get rocky.

But that’s not all—2026 is just around the corner, and with it comes a whole new set of tax rules that could impact your retirement dreams. Will you be ready, or will you be caught off guard? Tune in as Ben and Brad pull back the curtain on what’s changing, when to consider a Roth conversion, and why tax diversification might be your most powerful tool yet. If you’re determined to climb confidently through retirement, you won’t want to miss this lively, insightful episode!

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.

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