C.L.I.M.B. Through Retirement Podcast By Brad Jones cover art

C.L.I.M.B. Through Retirement

C.L.I.M.B. Through Retirement

By: Brad Jones
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Tune in to our weekly radio show, C.L.I.M.B. Through Retirement, for the latest retirement updates and insights to help you climb the heights of financial independence.
Find out more about Jones Retirement Advisors by going to jonesretirement.com.

Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a financial services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an investment advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to investment adviser requirements. AEFS, AEWM & Jones Retirement Advisors, LLC are not affiliated companies.Copyright Bobby Hapgood Economics
Episodes
  • Trivia Game: Taxes

    Trivia Game: Taxes
    Apr 18 2026
    "Are you responding to economic chaos with calm logic—or letting fear drive your financial moves?"
    This episode tackles how unpredictable markets, rising costs, and unsettling headlines can shake retirees’ confidence and tempt costly mistakes. Brad Jones and Ben Heisler dig into practical strategies for stress-testing your nest egg, fortifying your plan against inflation, and resisting emotional decisions. With stories, expertise, and humor—including a rapid-fire round of retirement trivia—they reveal why ongoing support, regular adjustments, and the right guide are vital for enjoying your 1,500-week retirement vacation, no matter what the world throws at you.

    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.
    Show more Show less
    30 mins
  • Fear, Facts, and Your Retirement Future

    Fear, Facts, and Your Retirement Future
    Apr 11 2026
    What happens to your retirement dreams when the headlines scream about soaring inflation and market uncertainty? On this episode, Ben Heisler and Brad Jones unravel the real impact of emotion-driven decisions, sudden early retirement offers, and economic turbulence—while sharing strategies to maintain clarity and confidence in your golden years. Discover insights Livingston County retirees are asking about, from tax moves to protecting your legacy, all under the guidance of a seasoned retirement Sherpa. The biggest mistakes, the hidden pitfalls, and how to prepare for the unexpected—get the perspective that too many overlook.

    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.
    Show more Show less
    30 mins
  • Protecting What Matters: Your Guide to Family, Assets, and Peace of Mind

    Protecting What Matters: Your Guide to Family, Assets, and Peace of Mind
    Apr 4 2026
    As more Americans prepare to pass significant wealth to the next generation, Brad Jones and Ben Heisler reveal why legacy planning is more important—and complex—than ever. From family feuds to costly legal battles, faulty documents to blended family headaches, small missteps can unravel everything you’ve worked for. This episode explores how regular reviews, clear communication, and the right legal guidance ensure your wishes are honored and your wealth benefits those you love. Learn how to move proactive estate planning from the bottom of your to-do list to the foundation of your retirement journey—before it’s too late.

    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.
    Show more Show less
    30 mins
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