Ready to swap the morning commute for coffee on the porch, grandkid giggles, and endless vacations? Not so fast—Brad Jones and Ben Heisler dive deep into the real signs you’re truly ready to retire, and spoiler alert: It’s about much more than just your numbers. This episode of “C.L.I.M.B. Through Retirement” uncovers the surprising mix of financial planning, emotional readiness, and even hidden costs you might be forgetting. You’ll hear about the questions most people never ask, and get a taste of why readiness is a whole lot more than a savings account and countdown clock.

Curious if your plan is airtight? Listen in as Brad shares some of the biggest retirement hurdles—and the secrets to getting over them. The duo also tackle listener questions, from avoiding taxes on your nest egg to making charitable giving work for you, plus tips on making income after hanging up your work hat. If you’re thinking about retirement or already planning your escape, this episode will have you rethinking your next move. Hit play to find out just how ready you really are!


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.