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

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.