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

Are you caught balancing between growing your nest egg and protecting it from costly pitfalls? On this episode, Ben Heisler and Brad Jones confront the uncomfortable truth behind the retirement “tightrope”—where every choice feels risky in its own way. Discover how retirees face sequence-of-return risk, why the Goldilocks approach might be more than fairytale thinking, and what ...

"Are your retirement questions as simple as they seem—or is there more beneath the surface?"
Dive into the real concerns retirees bring to financial advisors, from moving old 401(k) accounts to Roth conversions and the secrets of lasting financial security. This episode unpacks the nuance behind common retirement dilemmas, explores why the answers are rarely one-size-fits-a...

Did you know the U.S. national debt just surpassed $40 trillion—and what that means for your retirement might surprise you. In this episode, Ben Heisler and Brad Jones dig into the numbers, but more importantly, reveal how massive debt and rising inflation can quietly impact everything from your taxes to your vacation plans. If you’ve ever wondered whether headlines about soarin...

Why do so many Americans delay creating a legacy plan, even after decades of diligent saving? This episode of Climb Through Retirement pulls back the curtain on the often-overlooked—and sometimes uncomfortable—truths behind estate planning. Join Ben Heisler and Brad Jones as they explore the real-world impact of having no will or trust, reveal new legacy-building tools for famil...