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

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 your retirement accounts before the year wraps up, to surprising tips on charitable giving and long-te...

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 most people get wrong, and why a little year-end diligence can pay off in big ways. Ready for a financial...

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 hiking partner as you journey into retirement. From common money missteps to the silent dangers of pic...

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—fo...

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 you’re loading up on mashed potatoes—or planning for health care—Brad’s unique approach will have you seei...

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 Federal Reserve decision and what it could mean for your wallet. You’ll get practical, do-able strategie...

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 maximizing your income to the inside scoop on hybrid long-term care policies, they shine a light on the planning...

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 strategic planning can help you weather any financial storm, plus some surprising takes on Social Securit...

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 an...

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 wealthy think differently about taxes, preserving wealth, and taking care of loved ones—before and after the...

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 nearly 20 years of experience, and he’s spilling the secrets to building a retirement that feels like a...

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 COLA increase. Is it enough to keep pace with your goals, or could you be missing a bigger picture? Brad...

What if the biggest obstacle to your dream retirement isn’t travel plans or market swings—but the rising cost of healthcare? On this episode of C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones break down the latest eye-opening numbers, share real stories from Livingston County, and challenge you to rethink your financial game plan before you step into your well-deserved golden years. 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 an...

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 an...

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 an...

Find out more at https://jonesretirement.com/financial-services/ 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...

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 an...

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 an...

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 an...

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 an...

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 an...

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 an...

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 an...

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 an...