"Who inherits your wealth—and at what cost?" Families are losing millions to legal fees and painful disputes, all because of overlooked legacy plans. This episode dives into the untold complexities of wills, trusts, and blended families, exploring the pitfalls and emotional tensions that lurk beneath the surface. Discover why clear communication, properly updated documents, and regular reviews make all the difference… but what happens when even the best intentions aren’t enough? The answers may surprise 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.

What happens when the tech giants that once powered the market suddenly threaten your retirement savings? As AI spending accelerates and volatility shakes the sector, Ben Heisler and Brad Jones plunge into the unseen dangers lurking inside many portfolios. From sequence of return risk to emotional pitfalls, the conversation exposes fresh realities facing retirees—all in the midst of a rapidly evolving financial world. Who knows how your retirement could be affected when yesterday’s winners become today’s risks?

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.

"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.

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.

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.

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 you’ve earned, this episode is a roadmap for turning your nest egg into a 1,500-week vacation—tailored to your life, your family, and your dreams.

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.

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 your plan use a second look? The answers may change how you climb your own retirement mountain.

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.

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, you’ll hear insightful stories and guidance you won’t find anywhere else.

But that’s just the tip of the mountain! Curious about what an exit strategy actually looks like, or how to avoid costly missteps when pulling from your retirement accounts? Discover why “painting your retirement picture” could change everything, and why Brad’s approach to climbing down life’s retirement mountain might be just what you need. Don’t miss this chance to get motivated and start planning the retirement you’ve always imagined—tune in and let Ben and Brad be your guides!


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.

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 the eye, and Brad’s experience in Livingston County shines through.

How can you protect your savings when COLA raises are shrinking, and what can you actually do to stretch your income—no matter what the government decides? Plus, hear Brad’s answers to retirement trivia and discover a risk you might be overlooking. Curious why retirees feel the pinch more than the numbers suggest? Tune in for an episode that’s as informative as it is entertaining, and take your first step toward climbing through retirement with confidence.


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.

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 net worth might be larger than you think, learn the dangers of cash drag, and explore the five biggest retirement mistakes—including one that nearly everyone makes. Plus, find out how diversification and emotional readiness can make or break your golden years. Tune in to find out if you’re ready to climb through retirement—and maybe, just maybe, join the ranks of hidden millionaires.


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.