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

Why do those who spend decades funding braces, soccer games, and tuition often feel more confident about retirement than those with fewer financial demands? In this episode, Ben Heisler and Brad Jones unravel a counterintuitive new study, exposing the hidden roles of structure, support, and planning in building retirement security. Tune in for revealing insights into the anxieti...

Ever catch yourself wondering if a million dollars is really enough to retire on? This week on the C.L.I.M.B. Through Retirement Show, Ben Heisler and Brad Jones dig deep into retirement’s most popular — and misunderstood — question. From the myths people hear at backyard BBQs to the realities that come from decades of financial planning, this episode challenges the one-size-fit...

What really happens when scary headlines hit the news cycle—especially about your retirement health care? This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones dig into the recent buzz around Medicare Part D and whether these changes should have you rethinking your entire plan, or just rolling your eyes at political ads. Spoiler: That premium spike might not be ...

What if your portfolio’s best year leaves you exposed to unexpected risks? This episode dives into how strong markets can disguise concentration and volatility, and why a mid-year checkup is critical for anyone eyeing retirement. The mood is candid and empowering, as Brad Jones and Ben Heisler unravel the subtleties of staying aligned with your true retirement goals—without fall...