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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

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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27:29

Retirement Reality Check: Are You Prepared for a...

C.L.I.M.B. Through Retirement ·

2025/11/01

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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29:51

Retirement Secrets: Habits of the Wealthy Revealed!

C.L.I.M.B. Through Retirement ·

2025/10/25

What really sets successful retirees apart from the crowd? In this episode of “C.L.I.M.B. Through Retirement,” Ben Heisler and Brad Jones dive into the surprising financial habits of upper-class retirees…and trust us, it’s not just about having a bigger bank account. Are you curious how the wealthy think differently about taxes, preserving wealth, and taking care of loved ones—before and after they hang up their work boots for good?Whether you’ve saved a little or a lot, you’ll get conversational,

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29:51

C.L.I.M.B. Through Retirement-Weatherproof Your...

C.L.I.M.B. Through Retirement ·

2025/10/19

Are you ready to climb through the financial storms ahead—or just hoping for clear skies in retirement? In this lively episode, Ben Heisler and retirement advisor Brad Jones dish out practical wisdom (and plenty of good-humored sports banter) as October marks Financial Planning Month. Brad’s got nearly 20 years of experience, and he’s spilling the secrets to building a retirement that feels like a 1,500-week vacation—while keeping your money safe through market swings, unexpected health care costs,

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29:51

C.L.I.M.B. Through Retirement-COLA, Questions &...

C.L.I.M.B. Through Retirement ·

2025/10/11

Are you ready to unlock some of the secrets to a truly rewarding retirement? In this episode of “C.L.I.M.B. Through Retirement,” Ben Heisler sits down with expert advisor Brad Jones to unravel hot topics that every retiree needs to know—starting with the buzz around this year’s Social Security COLA increase. Is it enough to keep pace with your goals, or could you be missing a bigger picture? Brad doesn’t just dish out the facts—he shares stories, practical tips, and even a bit about his own

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29:51

C.L.I.M.B. Through Retirement-Healthcare Hurdles: The...

C.L.I.M.B. Through Retirement ·

2025/10/07

What if the biggest obstacle to your dream retirement isn’t travel plans or market swings—but the rising cost of healthcare? On this episode of C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones break down the latest eye-opening numbers, share real stories from Livingston County, and challenge you to rethink your financial game plan before you step into your well-deserved golden years. Are you prepared for a price tag that could stretch well into six figures?But don't worry—it's not all doom

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29:51

C.L.I.M.B. Through Retirement-A Possible Government...

C.L.I.M.B. Through Retirement ·

2025/09/29

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29:53

C.L.I.M.B. Through Retirement-Steps to Have a Better...

C.L.I.M.B. Through Retirement ·

2025/09/22

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29:51

C.L.I.M.B. Through Retirement-Let's Talk Social...

C.L.I.M.B. Through Retirement ·

2025/09/15

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29:51

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

C.L.I.M.B. Through Retirement ·

2025/09/08

Find out more at https://jonesretirement.com/financial-services/

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29:51

C.L.I.M.B. Through Retirement-Third Quarter...

C.L.I.M.B. Through Retirement ·

2025/09/01

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29:51

C.L.I.M.B. Through Retirement-Will Your Retirement...

C.L.I.M.B. Through Retirement ·

2025/08/25

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