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

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

Written by: Brad Jones
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About this listen

 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.Copyright Bobby Hapgood Economics
Episodes
  • Steady Steps and Sunny Skies: Navigating Retirement in a Changing Economy

    Steady Steps and Sunny Skies: Navigating Retirement in a Changing Economy
    Feb 7 2026
    What’s the real impact of the Fed pausing interest rates—and what does it mean for your hard-earned nest egg? This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones dive into the latest moves shaking up the financial world and what those headlines could mean for your future. Should you rethink your investments, or is it better to stay the course? Brad shares surprising stories (including some unconventional home remedies!) and explains how smart planning transforms retirement from a source of anxiety into your dream vacation.

    Feeling uncertain about inflation, market volatility, or even how to manage your cash reserves? You’re not alone. This episode is packed with actionable insights, candid conversation, and a rapid-fire Q&A that tackles burning listener questions—plus a few personal tidbits about Brad’s favorite vacations and guilty pleasures. Discover why climbing through retirement isn’t just a metaphor—it’s your ticket to enjoying every week like a holiday. Listen now to find out what you might be missing!


    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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    30 mins
  • The Inheritance Conversation: Turning Taboos into Triumphs

    The Inheritance Conversation: Turning Taboos into Triumphs
    Jan 31 2026
    Are you dodging “the inheritance talk” with your family? You’re not alone—most families do, even though everyone knows it’s important. On this episode of C.L.I.M.B. Through Retirement, Ben Heisler and financial advisor Brad Jones pull back the curtain on one of the most avoided topics in retirement planning. What happens if something goes unsaid, or if your loved ones are left with confusion instead of clarity? From tear-jerker sports triumphs to real-life retirement wins, Brad and Ben share why right now is the best time to start—and how bringing everyone to the table can change your legacy.

    But don’t expect dry financial jargon! This conversation covers everything from how family dynamics can shift in unexpected ways to the surprising risks of keeping your heirs in the dark. Whether you’ve saved a few thousand, or your retirement dreams are measured in encore vacations, you’ll learn why your wealth is only part of your legacy. Ready to swap anxiety for action? Press play for actionable insights, candid stories, and a few laughs along the way.


    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.
    Show More Show Less
    30 mins
  • Are You Really Ready to Retire?

    Are You Really Ready to Retire?
    Jan 24 2026
    Ready to swap the morning commute for coffee on the porch, grandkid giggles, and endless vacations? Not so fast—Brad Jones and Ben Heisler dive deep into the real signs you’re truly ready to retire, and spoiler alert: It’s about much more than just your numbers. This episode of “C.L.I.M.B. Through Retirement” uncovers the surprising mix of financial planning, emotional readiness, and even hidden costs you might be forgetting. You’ll hear about the questions most people never ask, and get a taste of why readiness is a whole lot more than a savings account and countdown clock.

    Curious if your plan is airtight? Listen in as Brad shares some of the biggest retirement hurdles—and the secrets to getting over them. The duo also tackle listener questions, from avoiding taxes on your nest egg to making charitable giving work for you, plus tips on making income after hanging up your work hat. If you’re thinking about retirement or already planning your escape, this episode will have you rethinking your next move. Hit play to find out just how ready you really are!


    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.
    Show More Show Less
    30 mins
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