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, and those pesky tax surprises lurking around the corner.

You might be surprised at what really threatens your nest egg—and what moves can help you secure your legacy for generations. Should you worry about Social Security running dry? Is your “preservation bucket” ready for anything? Hit play to hear listener mailbag questions answered, why updating your beneficiaries is more urgent than you think, and how to get a no-obligation retirement “inspection” that could change your future. This episode is packed with smart strategies and real talk—don’t miss your chance to weatherproof your wealth and discover what every retiree should know!
















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.