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.
    Más Menos
    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
  • Serving Up Retirement: The Thanksgiving Plate Edition

    Serving Up Retirement: The Thanksgiving Plate Edition
    Nov 29 2025
    What do turkey, stuffing, and cranberry sauce have to do with building a successful retirement? This holiday-themed episode of C.L.I.M.B. Through Retirement takes a delicious detour as Brad Jones and Ben Heisler use Thanksgiving dinner as a culinary metaphor for your financial future. Whether you’re loading up on mashed potatoes—or planning for health care—Brad’s unique approach will have you seeing your retirement plate in a whole new light.

    But don’t worry, it’s not all about food! The guys also dish out practical tips for navigating Social Security when moving states, clever ways to stay ahead of those sneaky Medicare IRMAA surcharges, and strategies for keeping up with ever-changing retirement rules. Pull up a chair and join the conversation—after this episode, you’ll never look at your Thanksgiving spread (or your retirement plan) the same way again. Hungry for more? Hit play!


    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
  • Rising Rates, Retirement Risks: Will Your Money Weather the Storm?

    Rising Rates, Retirement Risks: Will Your Money Weather the Storm?
    Nov 22 2025
    Interest rates are changing, inflation’s still lurking, and retirement dreams are on the line—is your plan built to weather the uncertainty? In this episode, Ben Heisler and Brad Jones break down some of the biggest retirement questions facing Livingston County, with a timely look at the latest Federal Reserve decision and what it could mean for your wallet. You’ll get practical, do-able strategies for protecting your nest egg, but you’ll also hear surprising stories—and a few personal moments—that bring new perspective to what it really means to “climb” through retirement.

    Thinking about how Michigan’s upcoming tax changes could help (or hurt) your retirement spending? Wondering if you can undo a Social Security claim, buy a summer home up north, or include digital assets in your estate plan? Ben and Brad tackle listener mailbag questions, offer a few laughs, and share the insider tips you need to navigate retirement with confidence. Don’t miss what every retiree should know (but most don’t) before taking that next big step!


    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
  • Weathering the Retirement Storm: COLA, Longevity & Living Your Best 1,500-Week Vacation

    Weathering the Retirement Storm: COLA, Longevity & Living Your Best 1,500-Week Vacation
    Nov 17 2025
    Ready for some retirement real talk? This week, Brad Jones and Ben Heisler tackle the hot topic that's on every retiree's mind: Social Security's 2026 Cost of Living Adjustment—and why it might not stretch as far as you think. But that's just the beginning. From must-know strategies for maximizing your income to the inside scoop on hybrid long-term care policies, they shine a light on the planning moves that turn worry into confidence.

    Curious how to actually enjoy that 1,500-week vacation called retirement? Wondering if you should delay benefits, or what to do when healthcare costs keep creeping up? Brad and Ben aren't afraid to ask the tough questions—and offer the practical advice—to help you climb higher. Discover why taking action and having the right guide makes all the difference... and don't miss the audience Q&A, where your burning questions get addressed head-on. Tune in and see why this could be the conversation that takes your retirement plan from average to adventure!


    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
  • Climb with Confidence: Optimism, Income & Surprises in Retirement

    Climb with Confidence: Optimism, Income & Surprises in Retirement
    Nov 8 2025
    Ready for your ultimate retirement adventure? This week on "C.L.I.M.B. Through Retirement," hosts Ben Heisler and Brad Jones dive into what’s really driving financial advisors’ surprising optimism—even with headlines full of turbulence. You’ll hear how preparation, clarity, and a little bit of strategic planning can help you weather any financial storm, plus some surprising takes on Social Security, taxes, and just how flexible your retirement dreams can really be.

    But that’s just the beginning! Brad tackles real listener questions, from how working part-time might impact your Social Security benefits, to the tricks for keeping your dental and vision coverage sharp after 65, to the emotional and financial nuances of downsizing your home. Wondering if you’re truly ready to make the leap? Tune in for expert insight, a few fun detours, and the encouragement you need to start your own climb—with just enough advice left off-mic to keep you curious!


    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
  • Retirement Reality Check: Are You Prepared for a 1500-Week Vacation?

    Retirement Reality Check: Are You Prepared for a 1500-Week Vacation?
    Nov 1 2025
    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
    27 m