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

“Are headlines convincing you to claim Social Security early—without knowing the whole story?” This episode unpacks the real risks of filing too soon, exposes common misconceptions about benefit security, and explores why a piecemeal approach might shortchange your future. Join Brad Jones and Ben Heisler for a candid, practical look at the unseen connections between Social Secur...

Can the market reach record highs while most investors feel left behind? On this episode, Ben Heisler and Brad Jones dive into why soaring financial headlines often feel disconnected from your own retirement statements. Discover how emotional decision-making, unpredictable markets, and election-year noise can cloud your financial outlook. Find out what truly separates a confiden...

When was the last time you double-checked your retirement plan against soaring costs? As diesel prices surge and Washington debates who pays for America’s growing power needs, retirees and soon-to-be retirees face new financial uncertainty. Join Ben Heisler and Brad Jones to uncover how inflation, energy, and unexpected legislation ripple through your nest egg. What if the headl...

What happens when decades of savings meet headlines you can’t control?" This episode dives into how sudden interest rate hikes and stubborn inflation shape the lives of retirees—and their nest eggs. Ben Heisler and Brad Jones tackle the anxiety that comes with shifting financial landscapes, sharing real insights on planning, confidence, and missed details. Discover why waiting i...