Are headlines about Social Security running out keeping you up at night? Wondering how that shiny new cost of living increase factors into your retirement plans—or if filing for benefits early is really the answer? In this episode of “C.L.I.M.B. Through Retirement,” Ben Heisler is once again joined by Brad Jones—founder, advisor, and your financial “Sherpa.” Together, they dig into why Social Security might matter more than ever, how one decision can ripple across your entire plan, and the surprising truths about the future of your benefits.

But we’re not just talking Social Security! The guys tackle those sneaky end-of-year deadlines that could impact your tax bill, Medicare premiums, and ultimately, your legacy. Whether you’re a seasoned saver or the owner of a local business eyeing your next chapter, there’s wisdom here to help you coordinate all your retirement puzzle pieces—and maybe save thousands along the way. Ready to think beyond the headlines and maximize your “retirement pie”? Press play, and let’s climb together!
















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.