Serving Up Retirement: The Thanksgiving Plate Edition

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.