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

“Think your tax burdens ease when you retire?” For many, exchanging paychecks for pensions brings a complex new tax reality—one that can drain your hard-earned savings if you’re not careful. Join Ben Heisler and Brad Jones as they spotlight the unexpected pitfalls and invisible traps lurking in the tax side of retirement. Discover why proactive planning and a sharper understanding of your IRA and Social Security income could mean the difference between enjoying your golden years and getting caught off guard by Uncle Sam.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 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 right now is the best time to start—and how bringing everyone to the table can change your legacy.But don’t expect dry financial jargon! This conversation covers everything from how family dynamics can shift in unexpected ways to the surprising risks of keeping your heirs in the dark. Whether you’ve saved a few thousand, or your retirement dreams are measured in encore vacations, you’ll learn why your wealth is only part of your legacy. Ready to swap anxiety for action? Press play for actionable insights, candid stories, and a few laughs along the way.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.

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 starters. Brad and Ben tackle listener questions on everything from estate planning (trust vs. will, anyone?) to running out of money if you live long—and even passing your small business on to the next generation. Inflation worries? We hear you. Tune in and discover why simply “setting and forgetting” your retirement strategy won’t cut it this year, and get the inside scoop on planning moves that could make all the difference. Press play and get ready to climb higher in 2026!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.

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 Rudolph’s nose.But wait—there’s more in Santa’s retirement mailbag! Brad and Ben dive into listener questions that range from family vacation splurges to the mysteries of Social Security, and even how Michigan retirees can save big on taxes next year. If you’re curious which moves might help your finances last longer—or just want some laughs with financial pros who love a good cheesy holiday pun—don’t miss this episode. Grab your cookies, cue up the podcast, and get ready for insights that could make this the most wonderful retirement planning season of all!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 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 guidance to help you navigate the retirement mountain with confidence.But that's not all—Brad and Ben tackle listener questions about balancing investments, managing the jump from a paycheck to savings, and the real scoop on property taxes (hint: downsizing isn’t always the money-saver you think!). Whether you’re days from retirement or just daring to dream, tune in to learn what most folks overlook—and why playing it safe can sometimes be the riskiest move of all. Your retirement summit starts right here; don’t miss out!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.