What really sets successful retirees apart from the crowd? In this episode of “C.L.I.M.B. Through Retirement,” Ben Heisler and Brad Jones dive into the surprising financial habits of upper-class retirees…and trust us, it’s not just about having a bigger bank account. Are you curious how the wealthy think differently about taxes, preserving wealth, and taking care of loved ones—before and after they hang up their work boots for good?

Whether you’ve saved a little or a lot, you’ll get conversational, honest advice with stories and strategies you can apply to your own retirement journey. Plus, Brad tackles listener questions in the weekly mailbag: inheritance taxes, working with an advisor, and what to do with extra cash flow. Tune in for laughs, actionable tips, and the motivating nudge you need to take your next step up the retirement mountain—don’t miss what could be the biggest game-changer you hear all year!
















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.