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PODCAST

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

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

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All Episodes

29:51

Fear, Facts, and Your Retirement Future

C.L.I.M.B. Through Retirement ·

2026/04/11

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

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29:51

Protecting What Matters: Your Guide to Family,...

C.L.I.M.B. Through Retirement ·

2026/04/04

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

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29:51

Retire Smarter: Real Strategies for a Fulfilling,...

C.L.I.M.B. Through Retirement ·

2026/03/28

What does true financial literacy mean once you reach retirement—and how can small habits, careful planning, and honest conversations protect your wealth (and your peace of mind) for decades to come? Brad Jones explains why tracking spending and understanding withdrawal order matter just as much as investment returns, and how working with a professional can help you navigate taxes, legacy, and those tempting (but cumulative) daily splurges. With practical examples and a gentle push to enjoy what

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29:51

When Retirement Readiness Falls Short

C.L.I.M.B. Through Retirement ·

2026/03/14

How prepared are Americans for retirement—and what hidden forces are holding so many back? Alarming new research reveals just how far behind most are, and the conversation uncovers overlooked reasons, from cultural habits to shifting financial realities. Join Ben Heisler and Brad Jones as they dig into the hurdles, surprises, and necessary mindset shifts for building a lasting, confident retirement—even if you thought you were set. What’s keeping even “super savers” from feeling secure, and could

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29:51

Scaling New Heights: Small Business Owners &...

C.L.I.M.B. Through Retirement ·

2026/03/07

Ready to unlock the secrets of retiring as a small business owner? Join Ben Heisler and Brad Jones, founder of Jones Retirement Advisors, as they dig into the unique twists and turns facing entrepreneurs on their journey to retirement. This episode of C.L.I.M.B. Through Retirement isn’t just about numbers—it's about real challenges and practical strategies that might surprise you. From creative ways to save without a traditional 401(k) to the emotional hurdles of saying goodbye to your business,

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29:51

Inflation, COLA, and Climbing Smarter: Navigating the...

C.L.I.M.B. Through Retirement ·

2026/02/28

Wondering how inflation really affects your retirement lifestyle—even when the headlines claim it’s cooling off? Ben Heisler and Brad Jones are back with practical wisdom and plenty of laughs, unraveling the nitty-gritty of cost-of-living adjustments and the real impact on your Social Security check. From wrinkly shirts masked by vests to trivia about bygone gas prices, this episode is equal parts relatable and packed with insight. But don’t be fooled: there’s more to retirement planning than meets

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29:51

Millionaire Next Door: Are You One and Don’t Know It?

C.L.I.M.B. Through Retirement ·

2026/02/21

Are you secretly a millionaire without even realizing it? Join Ben Heisler and Brad Jones in this episode of “C.L.I.M.B. Through Retirement” as they uncover the fascinating phenomenon of “hidden millionaires”—everyday folks who’ve built serious wealth without ever feeling rich. Brad shares relatable stories and tips to help you determine whether you’re sitting on a retirement fortune, while Ben keeps the conversation lively with his signature humor.But that’s just the beginning! Discover why your

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29:51

Steady Steps and Sunny Skies: Navigating Retirement...

C.L.I.M.B. Through Retirement ·

2026/02/07

What’s the real impact of the Fed pausing interest rates—and what does it mean for your hard-earned nest egg? This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones dive into the latest moves shaking up the financial world and what those headlines could mean for your future. Should you rethink your investments, or is it better to stay the course? Brad shares surprising stories (including some unconventional home remedies!) and explains how smart planning transforms retirement from a

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29:51

The Inheritance Conversation: Turning Taboos into...

C.L.I.M.B. Through Retirement ·

2026/01/31

Are you dodging “the inheritance talk” with your family? You’re not alone—most families do, even though everyone knows it’s important. On this episode of C.L.I.M.B. Through Retirement, Ben Heisler and financial advisor Brad Jones pull back the curtain on one of the most avoided topics in retirement planning. What happens if something goes unsaid, or if your loved ones are left with confusion instead of clarity? From tear-jerker sports triumphs to real-life retirement wins, Brad and Ben share why

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29:51

Are You Really Ready to Retire?

C.L.I.M.B. Through Retirement ·

2026/01/24

Ready to swap the morning commute for coffee on the porch, grandkid giggles, and endless vacations? Not so fast—Brad Jones and Ben Heisler dive deep into the real signs you’re truly ready to retire, and spoiler alert: It’s about much more than just your numbers. This episode of “C.L.I.M.B. Through Retirement” uncovers the surprising mix of financial planning, emotional readiness, and even hidden costs you might be forgetting. You’ll hear about the questions most people never ask, and get a taste of

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29:51

Charting Your Course: 2026's Retirement Rules and...

C.L.I.M.B. Through Retirement ·

2026/01/17

A new year means new opportunities, fresh challenges, and—let’s face it—a few surprises. In this episode of "C.L.I.M.B. Through Retirement," Ben Heisler and Brad Jones dig into the changes that 2026 brings for retirees and those gearing up for their golden years. From bigger savings limits to Social Security tweaks and that mysterious new tax deduction for seniors, the landscape is shifting. Wondering how these updates might affect your plans? You’re not alone—and we have answers.But that’s just for

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29:51

Balancing Act: Why Rebalancing May Just Save Your...

C.L.I.M.B. Through Retirement ·

2026/01/03

Ever feel like your retirement plan is a moving target? You’re not alone! This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones dig into one of the most misunderstood—but crucial—parts of smart investing: rebalancing your retirement portfolio. Find out why your 60/40 mix might not be what you think it is, why leaving things on autopilot could invite a world of risk, and how a simple adjustment can bring peace of mind when markets get rocky.But that’s not all—2026 is just around the

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29:51

The Holiday Mailbag: Unwrapping Retirement Strategies...

C.L.I.M.B. Through Retirement ·

2025/12/27

The holidays are here, and retirement is on everyone’s wish list! In this festive edition of "C.L.I.M.B. Through Retirement," hosts Ben Heisler and Brad Jones bring holiday cheer—and a gift bag full of smart strategies—to help you make the most of your golden years. From creative ways to maximize your retirement accounts before the year wraps up, to surprising tips on charitable giving and long-term care planning, this episode is all about setting yourself up for a future that shines brighter than

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29:51

The Holiday Summit: Holiday Cheer, Smart Moves, and...

C.L.I.M.B. Through Retirement ·

2025/12/20

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

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29:51

Avoiding Retirement's Hidden Pitfalls: Don't Guess,...

C.L.I.M.B. Through Retirement ·

2025/12/13

Ready to trade the 9-to-5 for your dream retirement, but worried you might stumble on the climb up? In this episode, Brad Jones and Ben Heisler pull back the curtain on those sneaky mistakes that trip up even the savviest savers—and reveal why a solid plan (not just wishful thinking) is your best hiking partner as you journey into retirement. From common money missteps to the silent dangers of picking the wrong investment “mix,” Brad shares surprising stories, a few laughs, and his Sherpa-like

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29:51

Beyond the Basics: Your 1,500-Week Retirement Game Plan

C.L.I.M.B. Through Retirement ·

2025/12/06

Are you ready to take your retirement planning from average to extraordinary? In this episode of “C.L.I.M.B. Through Retirement,” Ben Heisler sits down with Brad Jones of Jones Retirement Advisors to reveal the strategies that go way beyond the usual advice. They’re tackling everything from year-end financial moves, tax tips you may never have considered, and how to use Roth conversions smartly—for not only your golden years but for your legacy, too. Curious about gifting strategies, RMDs, or what

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29:51

Serving Up Retirement: The Thanksgiving Plate Edition

C.L.I.M.B. Through Retirement ·

2025/11/29

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

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29:51

Rising Rates, Retirement Risks: Will Your Money...

C.L.I.M.B. Through Retirement ·

2025/11/22

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

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29:51

Weathering the Retirement Storm: COLA, Longevity &...

C.L.I.M.B. Through Retirement ·

2025/11/17

Ready for some retirement real talk? This week, Brad Jones and Ben Heisler tackle the hot topic that's on every retiree's mind: Social Security's 2026 Cost of Living Adjustment—and why it might not stretch as far as you think. But that's just the beginning. From must-know strategies for maximizing your income to the inside scoop on hybrid long-term care policies, they shine a light on the planning moves that turn worry into confidence.Curious how to actually enjoy that 1,500-week vacation called

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29:51

Climb with Confidence: Optimism, Income & Surprises...

C.L.I.M.B. Through Retirement ·

2025/11/08

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.

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