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, January 28, 2024, "Possible Interest Rate Cuts" 28.01.2024 29:51

C.L.I.M.B. Through Retirement, January 28, 2024, "Possible Interest Rate Cuts" 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, January 21, 2024, "Retiring Today" 22.01.2024 29:53

C.L.I.M.B. Through Retirement, January 21, 2024, "Retiring Today" 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—g...

C.L.I.M.B. Through Retirement, January 14, 2024, "2024 Retirement Forecast" 15.01.2024 29:51

C.L.I.M.B. Through Retirement, January 14, 2024, "2024 Retirement Forecast" 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, January 7, 2024, “Medicare, Social Security, and Taxes….OH MY!” 08.01.2024 29:51

C.L.I.M.B. Through Retirement, January 7, 2024, “Medicare, Social Security, and Taxes….OH MY!” 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 navig...

C.L.I.M.B. Through Retirement, December 30, 2023, "Questions in Retirement" 27.12.2023 29:53

C.L.I.M.B. Through Retirement, December 30, 2023, "Questions 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 unpredictable...

C.L.I.M.B. Through Retirement, December 23, 2023, "2024 Master Calendar" 27.12.2023 29:51

C.L.I.M.B. Through Retirement, December 23, 2023, "2024 Master Calendar" 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 ma...

C.L.I.M.B. Through Retirement, December 16, 2023, "2024 New Year's Resolutions" 18.12.2023 29:51

C.L.I.M.B. Through Retirement, December 16, 2023, "2024 New Year'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 unpredict...

C.L.I.M.B. Through Retirement, December 9, 2023, "Christmas Price Index" 11.12.2023 29:51

C.L.I.M.B. Through Retirement, December 9, 2023, "Christmas Price Index" 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 ma...

C.L.I.M.B. Through Retirement, December 3, 2023, "401K & IRA Decisions" 04.12.2023 29:51

C.L.I.M.B. Through Retirement, December 3, 2023, "401K & IRA Decisions" 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 26, 2023, "All About Annuities" 27.11.2023 29:52

C.L.I.M.B. Through Retirement, November 26, 2023, "All About Annuities" 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 mar...

C.L.I.M.B. Through Retirement, November 18, 2023, "Would You Rather" 20.11.2023 29:51

C.L.I.M.B. Through Retirement, November 18, 2023, "Would You Rather" 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, November 12, 2023, "Timeless Advice 7" 13.11.2023 29:51

C.L.I.M.B. Through Retirement, November 12, 2023, "Timeless Advice 7" 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 5, 2023, "Comprehensive Retirement Plan" 06.11.2023 29:53

C.L.I.M.B. Through Retirement, November 5, 2023, "Comprehensive 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 unpredic...

C.L.I.M.B. Through Retirement, October 29, 2023, "Medicare Open Enrollment" 30.10.2023 29:52

C.L.I.M.B. Through Retirement, October 29, 2023, "Medicare Open Enrollment" 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 22, 2023, "Protected Income" 23.10.2023 29:51

C.L.I.M.B. Through Retirement, October 22, 2023, "Protected Income" 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, October 15, 2023, "Mailbag Questions 21" 16.10.2023 29:51

C.L.I.M.B. Through Retirement, October 15, 2023, "Mailbag Questions 21" 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 mar...

C.L.I.M.B. Through Retirement, October 8, 2023, "Social Security Trivia" 09.10.2023 29:51

C.L.I.M.B. Through Retirement, October 8, 2023, "Social Security Trivia" 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 ma...

C.L.I.M.B. Through Retirement, October 1, 2023, "Reducing Taxes in Retirement" 02.10.2023 29:51

C.L.I.M.B. Through Retirement, October 1, 2023, "Reducing Taxes 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 unpredicta...

C.L.I.M.B. Through Retirement, September 24, 2023, "Uncertainty" 25.09.2023 29:51

C.L.I.M.B. Through Retirement, September 24, 2023, "Uncertainty" 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—gi...

C.L.I.M.B. Through Retirement, September 17, 2023, "Downsizing" 18.09.2023 29:51

C.L.I.M.B. Through Retirement, September 17, 2023, "Downsizing" 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 10, 2023, "Leaving An Inheritance" 11.09.2023 29:51

C.L.I.M.B. Through Retirement, September 10, 2023, "Leaving An 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 unpredictable...

C.L.I.M.B. Through Retirement, September 3, 2023, "Who Killed the 60-40 Rule" 04.09.2023 29:51

C.L.I.M.B. Through Retirement, September 3, 2023, "Who Killed the 60-40 Rule" 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, August 27, 2023, "Mailbag Q's 17" 28.08.2023 29:52

C.L.I.M.B. Through Retirement, August 27, 2023, "Mailbag Q's 17" 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—gi...

C.L.I.M.B. Through Retirement, August 20, 2023, "Top Retirement Advice" 21.08.2023 29:51

C.L.I.M.B. Through Retirement, August 20, 2023, "Top Retirement Advice" 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 mar...

C.L.I.M.B. Through Retirement, August 13, 2023, "Yay or Nay-Working in Retirement" 14.08.2023 29:51

C.L.I.M.B. Through Retirement, August 13, 2023, "Yay or Nay-Working 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 unpred...