C.L.I.M.B. Through Retirement
by Brad Jones
Are You Missing Hidden Retirement Opportunities?
About this podcast
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.
Episodes
The newest 20 of 181 episodes
- Are You Missing Hidden Retirement Opportunities? · 30 min“Is one-size-fits-all advice sabotaging your retirement dream?” This episode challenges the standard rules for retirement income, diving into why combining strategies—and not…
- Maximizing Your Retirement Pie: The Social Security Shuffle & Year-End Moves · 30 minAre headlines about Social Security running out keeping you up at night? Wondering how that shiny new cost of living increase factors into your retirement plans—or if filing for…
- Mailbag Questions · 30 minCan the market reach record highs while most investors feel left behind? On this episode, Ben Heisler and Brad Jones dive into why soaring financial headlines often feel…
- Inflation, Energy, and Your Retirement: Are You Ready for the Ride? · 30 minFeeling the pinch at the grocery store? Wondering why everyone’s talking about diesel prices or how Washington’s decisions could sneak into your wallet? On this week’s episode of…
- Inflation, Uncertainty, and Your Retirement Plan · 30 minWhat happens when decades of savings meet headlines you can’t control?" This episode dives into how sudden interest rate hikes and stubborn inflation shape the lives of…
- The Retirement Tightrope: Growth vs. Security · 30 minAre you caught balancing between growing your nest egg and protecting it from costly pitfalls? On this episode, Ben Heisler and Brad Jones confront the uncomfortable truth behind…
- Mailbag Questions 40 · 30 min"Are your retirement questions as simple as they seem—or is there more beneath the surface?" Dive into the real concerns retirees bring to financial advisors, from moving old…
- Debt, Dollars & Dreams: Navigating Retirement in a $40 Trillion America · 30 minDid you know the U.S. national debt just surpassed $40 trillion—and what that means for your retirement might surprise you. In this episode, Ben Heisler and Brad Jones dig into…
- Headlines · 30 minWhy do so many Americans delay creating a legacy plan, even after decades of diligent saving? This episode of Climb Through Retirement pulls back the curtain on the…
- The Surprising Truth About Retirement Confidence · 30 minWhy do those who spend decades funding braces, soccer games, and tuition often feel more confident about retirement than those with fewer financial demands? In this episode, Ben…
- Is a Million Dollars Enough? Debunking the Retirement Magic Number · 30 minEver catch yourself wondering if a million dollars is really enough to retire on? This week on the C.L.I.M.B. Through Retirement Show, Ben Heisler and Brad Jones dig deep into…
- Headlines, Hype & Retirement: The Truth Behind Medicare Part D Changes · 30 minWhat really happens when scary headlines hit the news cycle—especially about your retirement health care? This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones…
- Market Highs, Hidden Risks: Your Retirement Check-Up · 30 minHave recent market highs got you smiling every time you peek at your portfolio? Don’t get too comfortable—this episode of C.L.I.M.B. Through Retirement uncovers the sneaky risks…
- Your Biggest Retirement Questions—Answered · 30 minRetirement is supposed to be the reward for a lifetime of hard work, but if you’ve ever wondered, "Am I really ready?" you’re not alone. In this episode of C.L.I.M.B. Through…
- The Silent “B” — Why Building Your Legacy Can’t Wait · 30 minWhat if one silent letter could shape your entire retirement? On this week’s episode of “C.L.I.M.B. Through Retirement,” Ben Heisler and Brad Jones tackle the one part of…
- Beyond the Balance: Funding Your Freedom · 30 minWhat if the biggest risk to your retirement isn’t how much you’ve saved, but how you plan to spend it? Join Brad Jones and Ben Heisler as they uncover the real costs behind a…
- Rate Hikes, Rumors, and Retirement Readiness: Navigating the New Fed Era · 30 minThis week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones tackle the seismic shifts shaking up the financial world, including a brand-new Federal Reserve chairman…
- The Silent Heist: Unmasking Your Retirement’s Hidden Threat · 30 minThink you've got your retirement mountain mapped out? Think again. In this episode, Ben Heisler and financial advisor Brad Jones shine a spotlight on the one risk that sneaks up…
- Countdown to 2032: Securing Your Retirement and Your Independence · 30 minWhat if the Social Security headlines aren’t just noise—but a wake-up call? On this episode of C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones take on one of the…
- The Retirement Marathon: What Every Woman Needs to Know · 30 minRetirement is often pictured as a finish line—a final destination after years of hard work. But what if it’s actually the start of a marathon, especially for women? In this…
