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

The Silent Heist: Unmasking Your Retirement’s Hidden Threat

29 min · 11. juli 2026
episode The Silent Heist: Unmasking Your Retirement’s Hidden Threat cover

Description

Think you've got your retirement mountain mapped out? Think again. In this episode, Ben Heisler and financial advisor Brad Jones shine a spotlight on the one risk that sneaks up on most retirees—healthcare costs. It's not the headlines-grabbing stock market crash or the fear of outliving your savings; it’s the silent, relentless drain that could quietly eat away at your nest egg, one copay at a time. Wondering how to protect your hard-earned assets from this under-the-radar threat? You’re in the right place. Brad reveals surprising numbers, busts a few myths, and walks you through simple steps to turn your anxiety into action. Is the Medicare maze as complicated as it seems? Do you really need to worry about long-term care insurance? And how can a written plan transform your "what-ifs" into confidence? Tune in for practical strategies, real-world examples, and a few game-changing tools—plus the easiest way to take your first step toward climbing through retirement. If you’re ready to enjoy your golden years without hidden surprises, hit play and discover what most retirees miss! 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.

Comments

0

Be the first to comment

Sign up now and become a member of the C.L.I.M.B. Through Retirement community!

Get Started

1 month for 9 kr.

Then 99 kr. / month · Cancel anytime.

  • Podcasts kun på Podimo
  • 20 lydbogstimer pr. måned
  • Gratis podcasts

All episodes

164 episodes

episode The Silent Heist: Unmasking Your Retirement’s Hidden Threat artwork

The Silent Heist: Unmasking Your Retirement’s Hidden Threat

Think you've got your retirement mountain mapped out? Think again. In this episode, Ben Heisler and financial advisor Brad Jones shine a spotlight on the one risk that sneaks up on most retirees—healthcare costs. It's not the headlines-grabbing stock market crash or the fear of outliving your savings; it’s the silent, relentless drain that could quietly eat away at your nest egg, one copay at a time. Wondering how to protect your hard-earned assets from this under-the-radar threat? You’re in the right place. Brad reveals surprising numbers, busts a few myths, and walks you through simple steps to turn your anxiety into action. Is the Medicare maze as complicated as it seems? Do you really need to worry about long-term care insurance? And how can a written plan transform your "what-ifs" into confidence? Tune in for practical strategies, real-world examples, and a few game-changing tools—plus the easiest way to take your first step toward climbing through retirement. If you’re ready to enjoy your golden years without hidden surprises, hit play and discover what most retirees miss! 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.

11. juli 202629 min
episode Countdown to 2032: Securing Your Retirement and Your Independence artwork

Countdown to 2032: Securing Your Retirement and Your Independence

What if the Social Security headlines aren’t just noise—but a wake-up call? On this episode of C.L.I.M.B. Through Retirement, Ben Heisler and Brad Jones take on one of the hottest topics for today’s (and tomorrow’s) retirees: the looming Social Security trust fund shortfall. Brad shares his candid, reassuring take on what those “2032” predictions really mean, who’s likely to feel the squeeze, and why this isn’t the time to panic, but the perfect time to plan. Plus, you’ll hear entertaining stories about dream homes, shifting priorities, and bouncing back when life throws you a curveball—whether it’s in your finances or your favorite sports team! Ready for real talk about financial independence? Ben and Brad dig into the difference between simply having a nest egg and truly stepping into a confident, work-optional lifestyle. Discover why even millionaires can feel anxious about retirement, the “1,500 week vacation” perspective you’ve never heard before, and concrete ideas to bulletproof your own plan. Want practical, actionable steps that could make all the difference for your future self? Plug in now—your journey through retirement (and a few timely surprises) starts here! 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.

4. juli 202629 min
episode The Retirement Marathon: What Every Woman Needs to Know artwork

The Retirement Marathon: What Every Woman Needs to Know

Retirement is often pictured as a finish line—a final destination after years of hard work. But what if it’s actually the start of a marathon, especially for women? In this episode, Ben Heisler and Brad Jones dive into the surprising realities that make a woman’s retirement journey fundamentally different. From the longevity gap to navigating savings shortfalls, you’ll hear why an average plan simply won’t cut it and how those familiar pitfalls can turn into financial traps for women if left unaddressed. But that’s not all. What’s the ripple effect of your husband’s Social Security decision? What’s the “widow’s tax” that catches so many retirees off guard? If you think you’ve heard it all before, think again. Whether you’re planning for yourself or supporting the women in your life, tune in for some eye-opening conversations, relatable analogies, and actionable advice that just might change the way you approach your climb through retirement. Curious about what your own marathon could look like? Hit play and find out! 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.

27. juni 202629 min
episode The Retirement Tax Shock artwork

The Retirement Tax Shock

“Think your tax burdens ease when you retire?” For many, exchanging paychecks for pensions brings a complex new tax reality—one that can drain your hard-earned savings if you’re not careful. Join Ben Heisler and Brad Jones as they spotlight the unexpected pitfalls and invisible traps lurking in the tax side of retirement. Discover why proactive planning and a sharper understanding of your IRA and Social Security income could mean the difference between enjoying your golden years and getting caught off guard by Uncle Sam. 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.

20. juni 202629 min
episode Building Essential Retirement Income artwork

Building Essential Retirement Income

“How do you know when you’re truly ready to retire?” In this episode, Brad Jones breaks down one of retirement’s biggest challenges: turning a lifetime of savings into reliable income without letting fear dictate your decisions. From uncovering hidden income gaps to exploring strategies that can create greater confidence through market uncertainty, the conversation reveals why reaching retirement is only half the journey—and why what comes next may matter even more. 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.

13. juni 202629 min