Avoiding Retirement's Hidden Pitfalls: Don't Guess, Plan!

Ready to trade the 9-to-5 for your dream retirement, but worried you might stumble on the climb up? In this episode, Brad Jones and Ben Heisler pull back the curtain on those sneaky mistakes that trip up even the savviest savers—and reveal why a solid plan (not just wishful thinking) is your best hiking partner as you journey into retirement. From common money missteps to the silent dangers of picking the wrong investment “mix,” Brad shares surprising stories, a few laughs, and his Sherpa-like guidance to help you navigate the retirement mountain with confidence.

But that's not all—Brad and Ben tackle listener questions about balancing investments, managing the jump from a paycheck to savings, and the real scoop on property taxes (hint: downsizing isn’t always the money-saver you think!). Whether you’re days from retirement or just daring to dream, tune in to learn what most folks overlook—and why playing it safe can sometimes be the riskiest move of all. Your retirement summit starts right here; don’t miss 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.