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

by Brad Jones · 176 episodes

Business

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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...

Latest episodes

  1. Mailbag Questions

    Can the market reach record highs while most investors feel left behind? On this episode, Ben Heisler and Brad Jones dive into why soaring financial headlines often feel disconnect…

    30 min
  2. Inflation, Energy, and Your Retirement: Are You Ready for the Ride?

    Feeling the pinch at the grocery store? Wondering why everyone’s talking about diesel prices or how Washington’s decisions could sneak into your wallet? On this week’s episode of C…

    30 min
  3. Inflation, Uncertainty, and Your Retirement Plan

    What happens when decades of savings meet headlines you can’t control?" This episode dives into how sudden interest rate hikes and stubborn inflation shape the lives of retirees—an…

    30 min
  4. The Retirement Tightrope: Growth vs. Security

    Are you caught balancing between growing your nest egg and protecting it from costly pitfalls? On this episode, Ben Heisler and Brad Jones confront the uncomfortable truth behind t…

    30 min
  5. Mailbag Questions 40

    "Are your retirement questions as simple as they seem—or is there more beneath the surface?"Dive into the real concerns retirees bring to financial advisors, from moving old 401(k)…

    30 min
  6. Debt, Dollars & Dreams: Navigating Retirement in a $40 Trillion America

    Did you know the U.S. national debt just surpassed $40 trillion—and what that means for your retirement might surprise you. In this episode, Ben Heisler and Brad Jones dig into the…

    30 min
  7. 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-overlooke…

    30 min
  8. 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 He…

    30 min
  9. 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 reti…

    30 min
  10. 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…

    30 min
  11. 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 th…

    30 min
  12. 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 Retir…

    30 min
  13. 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 retiremen…

    30 min
  14. 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 fulfi…

    30 min
  15. Rate Hikes, Rumors, and Retirement Readiness: Navigating the New Fed Era

    This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones tackle the seismic shifts shaking up the financial world, including a brand-new Federal Reserve chairman maki…

    30 min
  16. The Silent Heist: Unmasking Your Retirement’s Hidden Threat

    Think you've got your retirement mountain mapped out? Think again. In this episode, Ben Heisler and financial advisor Brad Jones shine a spotlight on the one risk that sneaks up on…

    30 min
  17. Countdown to 2032: Securing Your Retirement and Your Independence

    What if the Social Security headlines aren’t just noise—but a wake-up call? On this episode of C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones take on one of the hottest…

    30 min
  18. The Retirement Marathon: What Every Woman Needs to Know

    Retirement is often pictured as a finish line—a final destination after years of hard work. But what if it’s actually the start of a marathon, especially for women? In this episode…

    30 min
  19. The Retirement Tax Shock

    “Think your tax burdens ease when you retire?” For many, exchanging paychecks for pensions brings a complex new tax reality—one that can drain your hard-earned savings if you’re no…

    30 min
  20. Building Essential Retirement Income

    “How do you know when you’re truly ready to retire?” In this episode, Brad Jones breaks down one of retirement’s biggest challenges: turning a lifetime of savings into reliable inc…

    30 min
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