Brad Jones
C.L.I.M.B. Through Retirement
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...
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Episodes
C.L.I.M.B. Through Retirement-Big, Beautiful Bill-July 6, 2025 07.07.2025 29:51
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...
C.L.I.M.B. Through Retirement-Prepare for Retirement Now-June 29, 2025 30.06.2025 29:51
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...
C.L.I.M.B. Through Retirement-Retirement Income Faces Tax Challenges-June 22, 2025 23.06.2025 29:51
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...
C.L.I.M.B. Through Retirement-The Market Rollercoaster-June 15, 2025 16.06.2025 29:51
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...
C.L.I.M.B. Through Retirement-Top Concerns Getting Ready for Retirement-June 8, 2025 09.06.2025 29:51
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...
C.L.I.M.B. Through Retirement-Balance Your Portfolio-June 1, 2025 02.06.2025 29:51
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...
C.L.I.M.B. Through Retirement-Helping Protect Your Retirement from Hidden Obstacles-May 25, 2025 29.05.2025 29:51
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...
C.L.I.M.B. Through Retirement-Social Security-May 18, 2025 19.05.2025 29:51
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...
C.L.I.M.B. Through Retirement-Turn Uncertainty in an Advantage-May 11, 2025 12.05.2025 29:51
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...
C.L.I.M.B. Through Retirement-Strategies to Keep Retirement on Track-May 3, 2025 05.05.2025 29:51
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...
C.L.I.M.B. Through Retirement-Helping Protect Your Retirement from Hidden Obstacles-April 27, 2025 28.04.2025 29:51
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...
C.L.I.M.B. Through Retirement-Strategies of Market Volatility-April 20, 2025 21.04.2025 29:51
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...
C.L.I.M.B. Through Retirement-Helping Protect Your Retirement from Hidden Obstacles-April 13, 2025 14.04.2025 29:51
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...
C.L.I.M.B. Through Retirement-High Network Financial Planning-April 6, 2025 07.04.2025 29:51
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...
C.L.I.M.B. Through Retirement-Tackling the Twin Threats-March 30, 2025 31.03.2025 29:52
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...
C.L.I.M.B. Through Retirement-Trade Wars-March 23, 2025 24.03.2025 29:51
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...
C.L.I.M.B. Through Retirement-Financial Habits to Break-March 16, 2025 17.03.2025 29:53
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...
C.L.I.M.B. Through Retirement-Best Time for Social Security-March 8, 2025 10.03.2025 29:52
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...
C.L.I.M.B. Through Retirement-Taxes in 2025-March 2, 2025 03.03.2025 29:52
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...
C.L.I.M.B. Through Retirement-Tackling the Twin Threats-February 23, 2025 24.02.2025 29:52
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...
C.L.I.M.B. Through Retirement-Impact of Taxes in 2025-February 16, 2025 17.02.2025 29:48
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...
C.L.I.M.B. Through Retirement-Preserving & Optimizing Your 401K-February 9, 2025 10.02.2025 29:53
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...
C.L.I.M.B. Through Retirement-Money Challenges in Retirement-February 2, 2025 03.02.2025 29:53
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...
C.L.I.M.B. Through Retirement-New Year & New Government-January 26, 2025 27.01.2025 29:51
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...
C.L.I.M.B. Through Retirement-Creating a Lasting Legacy-January 19. 2025 20.01.2025 29:51
C.L.I.M.B. Through Retirement, January 19. 2025, "Creating a Lasting Legacy" by Jones Retirement Advisors 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 unpredictabl...
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