C.L.I.M.B. Through Retirement Podcast Por Brad Jones arte de portada

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

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

De: Brad Jones
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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 Advisors, LLC is also a financial services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an investment advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to investment adviser requirements. AEFS, AEWM & Jones Retirement Advisors, LLC are not affiliated companies.Copyright Bobby Hapgood Economía
Episodios
  • The Holiday Summit: Holiday Cheer, Smart Moves, and Retirement’s Three Ghosts

    The Holiday Summit: Holiday Cheer, Smart Moves, and Retirement’s Three Ghosts
    Dec 20 2025
    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 tune-up before the New Year? Don't miss out on their most festive show yet!

    But this isn’t just another seasonal special. Brad and Ben pull back the curtain and invite you on a spirited journey with the three “Ghosts of Retirement”—past, present, and future. It’s a candid conversation full of stories, laughs, and those “aha!” moments every retiree or aspiring retiree should hear. So, will you be ready to climb to the summit of your retirement dreams, or will you let those haunting worries sneak in like the Grinch? Hit play and find out!


    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 and take the next step on your path to a fulfilling retirement.
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    30 m
  • Avoiding Retirement's Hidden Pitfalls: Don't Guess, Plan!

    Avoiding Retirement's Hidden Pitfalls: Don't Guess, Plan!
    Dec 13 2025
    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 picking the wrong investment “mix,” Brad shares surprising stories, a few laughs, and his Sherpa-like guidance to help you navigate the retirement mountain with confidence.

    But that's not all—Brad and Ben tackle listener questions about balancing investments, managing the jump from a paycheck to savings, and the real scoop on property taxes (hint: downsizing isn’t always the money-saver you think!). Whether you’re days from retirement or just daring to dream, tune in to learn what most folks overlook—and why playing it safe can sometimes be the riskiest move of all. Your retirement summit starts right here; don’t miss out!


    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 and take the next step on your path to a fulfilling retirement.
    Más Menos
    30 m
  • Beyond the Basics: Your 1,500-Week Retirement Game Plan

    Beyond the Basics: Your 1,500-Week Retirement Game Plan
    Dec 6 2025
    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—for not only your golden years but for your legacy, too. Curious about gifting strategies, RMDs, or what really happens when it’s time to pass down the family vacation cottage? Trust us, you won’t want to miss Brad’s insider perspective on these advanced planning questions.

    But that’s just the start. What are the retirement risks hiding in plain sight, and how could a chat with a true specialist change your entire approach to your “1,500-week vacation”? Ben and Brad answer listener mailbag questions you’ve probably wondered about—plus some that might surprise you. Grab your favorite coffee, settle in, and get ready to discover a whole new level of confidence for your climb to retirement. Hit play and find out why now is the best moment to start your ascent!


    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 and take the next step on your path to a fulfilling retirement.
    Más Menos
    30 m
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