The Holiday Summit: Holiday Cheer, Smart Moves, and Retirement’s Three Ghosts

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.