PODCAST · business
C.L.I.M.B. Through Retirement
by Brad Jones
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 insuranc
Episodes
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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—and their nest eggs. Ben Heisler and Brad Jones tackle the anxiety that comes with shifting financial landscapes…
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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 the retirement “tightrope”—where every choice feels risky in its own way. Discover how retirees face…
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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) accounts to Roth conversions and the secrets of lasting financial security. This episode unpacks the nuance behind...
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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 numbers, but more importantly, reveal how massive debt and rising inflation can quietly impact everything from your...
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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-overlooked—and sometimes uncomfortable—truths behind estate planning. Join Ben Heisler and Brad Jones as they explore the...
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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 Heisler and Brad Jones unravel a counterintuitive new study, exposing the hidden roles of structure, support, and...
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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 retirement’s most popular — and misunderstood — question. From the myths people hear at backyard BBQs to the realities…
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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 into the recent buzz around Medicare Part D and whether these changes should have you rethinking your entire plan…
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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…
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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 Retirement, Ben Heisler and Brad Jones open the mailbag and shine a spotlight on the five most common—and most...
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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 retirement planning most of us dodge for years—legacy. You might be surprised to hear just how many Americans have no will, no...
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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 fulfilling retirement—revealing unexpected expenses, common income mistakes, and the secrets to converting your savings…
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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 making headlines—and waves. What happens when tough inflation talk, rising rates, and presidential influence collide? And...
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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 most retirees—healthcare costs. It's not the headlines-grabbing stock market crash or the fear of outliving your...
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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 topics for today’s (and tomorrow’s) retirees: the looming Social Security trust fund shortfall. Brad shares his…
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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, Ben Heisler and Brad Jones dive into the surprising realities that make a woman’s retirement journey fundamentally...
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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 not careful. Join Ben Heisler and Brad Jones as they spotlight the unexpected pitfalls and invisible traps lurking in…
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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 income without letting fear dictate your decisions. From uncovering hidden income gaps to exploring strategies that can...
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Mailbag Questions 40
Can your retirement survive global shocks and economic unpredictability? As markets shift and headlines grow more alarming, Brad Jones and Ben Heisler explore the challenges retirees face—from rising energy costs to the Federal Reserve’s warnings. Discover how proactive planning, patience, and...
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When Tech Turns Toxic for Your 401k
Is the "Magnificent Seven" unraveling your retirement nest egg? Dive into the shifting tech landscape as Ben Heisler and Brad Jones unravel how AI, market volatility, and hidden risks could impact the life you’ve worked so hard to build. From the illusion of diversification to the overlooked...
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Make Your Money Work for You
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...
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AI, Tech, and Your Retirement’s Reality Check
Can the AI boom really secure your retirement—or is it quietly threatening your nest egg? The tech sector’s recent turbulence is shaking up 401k and IRA portfolios, and many retirees may be holding more risk than they realize. This episode dives into why diversification alone isn’t always enough,...
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Navigating Retirement Amid Economic Uncertainty
"When was the last time you felt confident about your retirement plan?" Headlines about global conflict and rising costs are rattling the financial terrain for retirees and savers alike. Brad Jones and Ben Heisler dive into the real impact of economic uncertainty, exploring how inflation, energy...
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Avoiding Inheritance Disputes in Retirement
"Who inherits your wealth—and at what cost?" Families are losing millions to legal fees and painful disputes, all because of overlooked legacy plans. This episode dives into the untold complexities of wills, trusts, and blended families, exploring the pitfalls and emotional tensions that lurk...
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Hidden Risks: Big Tech’s Impact on Retirement
What happens when the tech giants that once powered the market suddenly threaten your retirement savings? As AI spending accelerates and volatility shakes the sector, Ben Heisler and Brad Jones plunge into the unseen dangers lurking inside many portfolios. From sequence of return risk to…
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Trivia Game: Taxes
"Are you responding to economic chaos with calm logic—or letting fear drive your financial moves?" This episode tackles how unpredictable markets, rising costs, and unsettling headlines can shake retirees’ confidence and tempt costly mistakes. Brad Jones and Ben Heisler dig into practical...
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Fear, Facts, and Your Retirement Future
What happens to your retirement dreams when the headlines scream about soaring inflation and market uncertainty? On this episode, Ben Heisler and Brad Jones unravel the real impact of emotion-driven decisions, sudden early retirement offers, and economic turbulence—while sharing strategies to...
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Protecting What Matters: Your Guide to Family, Assets, and Peace of Mind
As more Americans prepare to pass significant wealth to the next generation, Brad Jones and Ben Heisler reveal why legacy planning is more important—and complex—than ever. From family feuds to costly legal battles, faulty documents to blended family headaches, small missteps can unravel…
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Retire Smarter: Real Strategies for a Fulfilling, Flexible Future
What does true financial literacy mean once you reach retirement—and how can small habits, careful planning, and honest conversations protect your wealth (and your peace of mind) for decades to come? Brad Jones explains why tracking spending and understanding withdrawal order matter just as much…
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When Retirement Readiness Falls Short
How prepared are Americans for retirement—and what hidden forces are holding so many back? Alarming new research reveals just how far behind most are, and the conversation uncovers overlooked reasons, from cultural habits to shifting financial realities. Join Ben Heisler and Brad Jones as they…
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Scaling New Heights: Small Business Owners & Retirement Revealed
Ready to unlock the secrets of retiring as a small business owner? Join Ben Heisler and Brad Jones, founder of Jones Retirement Advisors, as they dig into the unique twists and turns facing entrepreneurs on their journey to retirement. This episode of C.L.I.M.B. Through Retirement isn’t just…
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Inflation, COLA, and Climbing Smarter: Navigating the Retirement Tightrope
Wondering how inflation really affects your retirement lifestyle—even when the headlines claim it’s cooling off? Ben Heisler and Brad Jones are back with practical wisdom and plenty of laughs, unraveling the nitty-gritty of cost-of-living adjustments and the real impact on your Social Security...
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Millionaire Next Door: Are You One and Don’t Know It?
Are you secretly a millionaire without even realizing it? Join Ben Heisler and Brad Jones in this episode of “C.L.I.M.B. Through Retirement” as they uncover the fascinating phenomenon of “hidden millionaires”—everyday folks who’ve built serious wealth without ever feeling rich. Brad shares...
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Steady Steps and Sunny Skies: Navigating Retirement in a Changing Economy
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.…
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The Inheritance Conversation: Turning Taboos into Triumphs
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…
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Are You Really Ready to Retire?
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.…
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Charting Your Course: 2026's Retirement Rules and Realities
A new year means new opportunities, fresh challenges, and—let’s face it—a few surprises. In this episode of "C.L.I.M.B. Through Retirement," Ben Heisler and Brad Jones dig into the changes that 2026 brings for retirees and those gearing up for their golden years. From bigger savings limits to...
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Balancing Act: Why Rebalancing May Just Save Your Retirement
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…
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The Holiday Mailbag: Unwrapping Retirement Strategies for a Festive Future
The holidays are here, and retirement is on everyone’s wish list! In this festive edition of "C.L.I.M.B. Through Retirement," hosts Ben Heisler and Brad Jones bring holiday cheer—and a gift bag full of smart strategies—to help you make the most of your golden years. From creative ways to maximize...
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The Holiday Summit: Holiday Cheer, Smart Moves, and Retirement’s Three Ghosts
The holidays are here, and it’s the perfect time to unwrap not just presents, but your biggest retirement questions. Join Ben Heisler and Brad Jones as they sip on yuletide cheer and dig into the secrets that make a retirement plan as joyful as your Christmas morning—plus, they’ll reveal what…
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Avoiding Retirement's Hidden Pitfalls: Don't Guess, Plan!
Ready to trade the 9-to-5 for your dream retirement, but worried you might stumble on the climb up? In this episode, Brad Jones and Ben Heisler pull back the curtain on those sneaky mistakes that trip up even the savviest savers—and reveal why a solid plan (not just wishful thinking) is your best...
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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...
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Serving Up Retirement: The Thanksgiving Plate Edition
What do turkey, stuffing, and cranberry sauce have to do with building a successful retirement? This holiday-themed episode of C.L.I.M.B. Through Retirement takes a delicious detour as Brad Jones and Ben Heisler use Thanksgiving dinner as a culinary metaphor for your financial future. Whether...
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Rising Rates, Retirement Risks: Will Your Money Weather the Storm?
Interest rates are changing, inflation’s still lurking, and retirement dreams are on the line—is your plan built to weather the uncertainty? In this episode, Ben Heisler and Brad Jones break down some of the biggest retirement questions facing Livingston County, with a timely look at the latest...
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Weathering the Retirement Storm: COLA, Longevity & Living Your Best 1,500-Week Vacation
Ready for some retirement real talk? This week, Brad Jones and Ben Heisler tackle the hot topic that's on every retiree's mind: Social Security's 2026 Cost of Living Adjustment—and why it might not stretch as far as you think. But that's just the beginning. From must-know strategies for…
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Climb with Confidence: Optimism, Income & Surprises in Retirement
Ready for your ultimate retirement adventure? This week on "C.L.I.M.B. Through Retirement," hosts Ben Heisler and Brad Jones dive into what’s really driving financial advisors’ surprising optimism—even with headlines full of turbulence. You’ll hear how preparation, clarity, and a little bit of...
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Retirement Reality Check: Are You Prepared for a 1500-Week Vacation?
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...
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Retirement Secrets: Habits of the Wealthy Revealed!
What really sets successful retirees apart from the crowd? In this episode of “C.L.I.M.B. Through Retirement,” Ben Heisler and Brad Jones dive into the surprising financial habits of upper-class retirees…and trust us, it’s not just about having a bigger bank account. Are you curious how the…
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C.L.I.M.B. Through Retirement-Weatherproof Your Wealth: October’s Retirement Checkup-October 19th, 2025
Are you ready to climb through the financial storms ahead—or just hoping for clear skies in retirement? In this lively episode, Ben Heisler and retirement advisor Brad Jones dish out practical wisdom (and plenty of good-humored sports banter) as October marks Financial Planning Month. Brad’s got...
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C.L.I.M.B. Through Retirement-COLA, Questions & Clarity: Leveling Up Your Retirement Confidence-October 12th, 2025
Are you ready to unlock some of the secrets to a truly rewarding retirement? In this episode of “C.L.I.M.B. Through Retirement,” Ben Heisler sits down with expert advisor Brad Jones to unravel hot topics that every retiree needs to know—starting with the buzz around this year’s Social Security…
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ABOUT THIS SHOW
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 insuranc
HOSTED BY
Brad Jones
CATEGORIES
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Frequently Asked Questions
How many episodes does C.L.I.M.B. Through Retirement have?
C.L.I.M.B. Through Retirement currently has 177 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is C.L.I.M.B. Through Retirement about?
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...
How often does C.L.I.M.B. Through Retirement release new episodes?
C.L.I.M.B. Through Retirement publishes regularly with 177 episodes available. Check the episode list for the typical release schedule.
Where can I listen to C.L.I.M.B. Through Retirement?
You can listen to C.L.I.M.B. Through Retirement on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts C.L.I.M.B. Through Retirement?
C.L.I.M.B. Through Retirement is created and hosted by Brad Jones.
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