Tune in to our weekly radio show, C.L.I.M.B. Through Retirement, for the latest retirement updates and insights to help you climb the heights of financial independence.
Find out more about Jones Retirement Advisors by going to jonesretirement.com.
Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a financial services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an investment advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to investment adviser requirements. AEFS, AEWM & Jones Retirement Advisors, LLC are not affiliated companies.
Inflation, Energy, and Your Retirement: Are You Ready for the Ride?
Feeling the pinch at the grocery store? Wondering why everyone’s talking about diesel prices or how Washington’s decisions could sneak into your wallet? On this week’s episode of C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones unpack how rising energy costs and inflation aren’t just headlines—they’re central to your retirement strategy. You’ll never look at your income plan the same way again, and Brad has a smart tip on how to treat your HSA that might just surprise you.
But that’s just the start! From hidden costs in the age of AI to the age-old question of whether to sit in cash or ride the market, we tackle the risks and rewards every retiree and soon-to-be retiree should hear. Plus, you won’t want to miss our mailbag segment—where real questions get real answers minus the jargon. Tune in and get ahead of the curve; your retirement could depend on it!
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.
10 Oct 2026
Inflation, Uncertainty, and Your Retirement Plan
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 it out might not be the answer, and how clarity can transform worry into control—if you know where to look.
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.
3 Oct 2026
The Retirement Tightrope: Growth vs. Security
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 really lurks behind seemingly small portfolio leaks. If you’ve ever wondered if your plan is truly set up for you—or just for Wall Street—this conversation shines a light on the hidden challenges and emotional crossroads that shape your journey through retirement.
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.
Podcast Authority Score: 29 / 100
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