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

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...

Retirement is supposed to be the reward for a lifetime of hard work, but if you’ve ever wondered, "Am I really ready?" you’re not alone. In this episode of C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones open the mailbag and shine a spotlight on the five most common—and most pressing—retirement questions everyone seems to have, from when to start Social Security to tha...

What if one silent letter could shape your entire retirement? On this week’s episode of “C.L.I.M.B. Through Retirement,” Ben Heisler and Brad Jones tackle the one part of retirement planning most of us dodge for years—legacy. You might be surprised to hear just how many Americans have no will, no trust, not even a power of attorney. Is it just procrastination, discomfort, or som...

What if the biggest risk to your retirement isn’t how much you’ve saved, but how you plan to spend it? Join Brad Jones and Ben Heisler as they uncover the real costs behind a fulfilling retirement—revealing unexpected expenses, common income mistakes, and the secrets to converting your savings into reliable monthly income. Set against the candid backdrop of family stories and ha...

This week on C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones tackle the seismic shifts shaking up the financial world, including a brand-new Federal Reserve chairman making headlines—and waves. What happens when tough inflation talk, rising rates, and presidential influence collide? And more importantly, what could it all mean for your retirement dreams? If you think y...