Climb with Confidence: Optimism, Income & Surprises in Retirement

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.