Beyond the Basics: Your 1,500-Week Retirement Game Plan

Are you ready to take your retirement planning from average to extraordinary? In this episode of “C.L.I.M.B. Through Retirement,” Ben Heisler sits down with Brad Jones of Jones Retirement Advisors to reveal the strategies that go way beyond the usual advice. They’re tackling everything from year-end financial moves, tax tips you may never have considered, and how to use Roth conversions smartly—for not only your golden years but for your legacy, too. Curious about gifting strategies, RMDs, or what really happens when it’s time to pass down the family vacation cottage? Trust us, you won’t want to miss Brad’s insider perspective on these advanced planning questions.But that’s just the start. What are the retirement risks hiding in plain sight, and how could a chat with a true specialist change your entire approach to your “1,500-week vacation”? Ben and Brad answer listener mailbag questions you’ve probably wondered about—plus some that might surprise you. Grab your favorite coffee, settle in, and get ready to discover a whole new level of confidence for your climb to retirement. Hit play and find out why now is the best moment to start your ascent!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.