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.