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, August 6, 2023, "Four Questions About Retirement" 07.08.2023 29:51

C.L.I.M.B. Through Retirement, August 6, 2023, "Four Questions About 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, July 30, 2023, "Good News, Bad News" 31.07.2023 29:51

C.L.I.M.B. Through Retirement, July 30, 2023, "Good News, Bad News" 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, July 23, 2023, "Estate Planning" 24.07.2023 29:58

C.L.I.M.B. Through Retirement, July 23, 2023, "Estate Planning" 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, July 16, 2023, "Topics on Your Retirement Planning List" 17.07.2023 29:51

C.L.I.M.B. Through Retirement, July 16, 2023, "Topics on Your Retirement Planning List" 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 u...

C.L.I.M.B. Through Retirement, July 9, 2023, "Money Challenges in Retirement" 06.07.2023 29:51

C.L.I.M.B. Through Retirement, July 9, 2023, "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 unpredictab...

C.L.I.M.B. Through Retirement, July 2, 2023, "Planning for the Future as a Family" 29.06.2023 29:51

C.L.I.M.B. Through Retirement, July 2, 2023, "Planning for the Future as a Family" 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...

C.L.I.M.B. Through Retirement, June 25, 2023, "Retirement Rubik's Cube" 26.06.2023 29:51

C.L.I.M.B. Through Retirement, June 25, 2023, "Retirement Rubik's Cube" 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, June 11, 2023, "Would You Rather" 21.06.2023 29:55

C.L.I.M.B. Through Retirement, June 11, 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 markets—gi...

C.L.I.M.B. Through Retirement, June 18, 2023, "Summer Travel" 21.06.2023 29:51

C.L.I.M.B. Through Retirement, June 18, 2023, "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...

C.L.I.M.B. Through Retirement, June 4, 2023, "Four Retirement Pillars" 08.06.2023 29:51

C.L.I.M.B. Through Retirement, June 4, 2023, "Four Retirement Pillars" 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, May 28, 2023, "Mailbag Q's 20" 01.06.2023 29:51

C.L.I.M.B. Through Retirement, May 28, 2023, "Mailbag Q's 20" 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...

C.L.I.M.B. Through Retirement, May 21, 2023, "More Retirement Checklist" 22.05.2023 29:51

C.L.I.M.B. Through Retirement, May 21, 2023, "More Retirement Checklist" 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, May 14, 2023, "Getting to Know You" 15.05.2023 29:51

C.L.I.M.B. Through Retirement, May 14, 2023, "Getting to Know You" 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, May 7, 2023, "Retirement Checklist" 08.05.2023 29:53

C.L.I.M.B. Through Retirement, May 7, 2023, "Retirement Checklist" 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—...