Brad Jones

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

Business EN ↓ 164 episodes

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...

Author

Brad Jones

Episodes

C.L.I.M.B. Through Retirement-NY's Resolutions-January 12, 2025 13.01.2025 29:51

C.L.I.M.B. Through Retirement, January 12, 2025, "NY's Resolutions" 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 unpredictable markets...

C.L.I.M.B. Through Retirement-Money Challenges in Retirement-January 5, 2025 06.01.2025 29:51

C.L.I.M.B. Through Retirement, January 5, 2025, "Money Challenges in Retirement" 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 unpredic...

C.L.I.M.B. Through Retirement, December 29, 2024, "Reasons to Fire Your Advisor" 02.01.2025 29:51

C.L.I.M.B. Through Retirement, December 29, 2024, "Reasons to Fire Your Advisor" 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 unpredic...

C.L.I.M.B. Through Retirement, December 22, 2024, "Top 5 Taboo Topics" 23.12.2024 29:51

C.L.I.M.B. Through Retirement, December 22, 2024, "Top 5 Taboo Topics" 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 unpredictable mark...

C.L.I.M.B. Through Retirement, December 15, 2024, "Reasons to Fire Your Advisor" 13.12.2024 29:51

C.L.I.M.B. Through Retirement, December 15, 2024, "Reasons to Fire Your Advisor" 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 unpredic...

C.L.I.M.B. Through Retirement, December 8, 2024, "Money Challenges in Retirement" 05.12.2024 29:51

C.L.I.M.B. Through Retirement, December 8, 2024, "Money Challenges in Retirement" 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 unpredi...

C.L.I.M.B. Through Retirement, December 1, 2024, "Taking Control of Retirement" 02.12.2024 29:53

C.L.I.M.B. Through Retirement, December 1, 2024, "Taking Control of Retirement" 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 unpredict...

C.L.I.M.B. Through Retirement, November 24, 2024, "Election Reaction" 25.11.2024 29:51

C.L.I.M.B. Through Retirement, November 24, 2024, "Election Reaction" 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 unpredictable marke...

C.L.I.M.B. Through Retirement, November 17, 2024, "Growing Government Debt" 18.11.2024 29:53

C.L.I.M.B. Through Retirement, November 17, 2024, "Growing Government Debt" 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 unpredictable...

C.L.I.M.B. Through Retirement, November 10, 2024, "The Future of Social Security" 11.11.2024 29:51

C.L.I.M.B. Through Retirement, November 10, 2024, "The Future of Social Security" 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 unpredi...

C.L.I.M.B. Through Retirement, November 2, 2024, "Falling Interest Rates" 04.11.2024 29:53

C.L.I.M.B. Through Retirement, November 2, 2024, "Falling Interest Rates" 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 unpredictable m...

C.L.I.M.B. Through Retirement, October 26,2024, "Are You Happy with Your Retirement Plan" 28.10.2024 29:51

C.L.I.M.B. Through Retirement, October 26,2024, "Are You Happy with Your Retirement Plan" 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...

C.L.I.M.B. Through Retirement, October 19, 2024, "Medicare Changes in 2025" 17.10.2024 29:51

C.L.I.M.B. Through Retirement, October 19, 2024, "Medicare Changes in 2025" 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 unpredictable...

C.L.I.M.B. Through Retirement, October 6, 2024, "Financial Regrets in Retirement" 14.10.2024 29:53

C.L.I.M.B. Through Retirement, October 6, 2024, "Financial Regrets in Retirement" 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 unpredi...

C.L.I.M.B. Through Retirement, October 13, 2024, "Optimizing Social Security" 14.10.2024 29:53

C.L.I.M.B. Through Retirement, October 13, 2024, "Optimizing Social Security" 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 unpredictab...

C.L.I.M.B. Through Retirement, September 28, 2024, "Understanding Inheritance" 26.09.2024 29:51

C.L.I.M.B. Through Retirement, September 28, 2024, "Understanding Inheritance" 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 unpredicta...

C.L.I.M.B. Through Retirement, September 22, 2024, "Social Security Concerns" 20.09.2024 29:51

C.L.I.M.B. Through Retirement, September 22, 2024, "Social Security Concerns" 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 unpredictab...

C.L.I.M.B. Through Retirement, September 14, 2024, "Think Fast" 13.09.2024 29:51

C.L.I.M.B. Through Retirement, September 14, 2024, "Think Fast" 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 unpredictable markets—giv...

C.L.I.M.B. Through Retirement, September 7, 2024, "Market Volatility" 05.09.2024 29:51

C.L.I.M.B. Through Retirement, September 7, 2024, "Market Volatility" 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 unpredictable marke...

C.L.I.M.B. Through Retirement, September 1, 2024, "Retirement Surge" 28.08.2024 29:51

C.L.I.M.B. Through Retirement, September 1, 2024, "Retirement Surge" 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 unpredictable market...

C.L.I.M.B. Through Retirement, August 24, 2024, "Special Market Headlines" 22.08.2024 29:51

C.L.I.M.B. Through Retirement, August 24, 2024, "Special Market Headlines" 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 unpredictable...

C.L.I.M.B. Through Retirement, August 17, 2024, "C.O.L.A." 15.08.2024 29:51

C.L.I.M.B. Through Retirement, August 17, 2024, "C.O.L.A." 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 unpredictable markets—giving y...

C.L.I.M.B. Through Retirement, August 11, 2024, "Decision 2024" 12.08.2024 29:51

C.L.I.M.B. Through Retirement, August 11, 2024, "Decision 2024" 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 unpredictable markets—giv...

C.L.I.M.B. Through Retirement, August 4, 2024, "Top 5 Things to Avoid When You Retire" 05.08.2024 29:51

C.L.I.M.B. Through Retirement, August 4, 2024, "Top 5 Things to Avoid When You Retire" 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 un...

C.L.I.M.B. Through Retirement, July 28, 2024, "Summer Travel" 29.07.2024 29:53

C.L.I.M.B. Through Retirement, July 28, 2024, "Summer Travel" 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 unpredictable markets—givin...