EPISODE · Mar 7, 2026 · 29 MIN
Scaling New Heights: Small Business Owners & Retirement Revealed
from C.L.I.M.B. Through Retirement · host Brad Jones
Ready to unlock the secrets of retiring as a small business owner? Join Ben Heisler and Brad Jones, founder of Jones Retirement Advisors, as they dig into the unique twists and turns facing entrepreneurs on their journey to retirement. This episode of C.L.I.M.B. Through Retirement isn’t just about numbers—it's about real challenges and practical strategies that might surprise you. From creative ways to save without a traditional 401(k) to the emotional hurdles of saying goodbye to your business, you’ll hear insightful stories and guidance you won’t find anywhere else.But that’s just the tip of the mountain! Curious about what an exit strategy actually looks like, or how to avoid costly missteps when pulling from your retirement accounts? Discover why “painting your retirement picture” could change everything, and why Brad’s approach to climbing down life’s retirement mountain might be just what you need. Don’t miss this chance to get motivated and start planning the retirement you’ve always imagined—tune in and let Ben and Brad be your guides!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.
What this episode covers
Ready to unlock the secrets of retiring as a small business owner? Join Ben Heisler and Brad Jones, founder of Jones Retirement Advisors, as they dig into the unique twists and turns facing entrepreneurs on their journey to retirement. This episode of C.L.I.M.B. Through Retirement isn’t just about numbers—it's about real challenges and practical strategies that might surprise you. From creative ways to save without a traditional 401(k) to the emotional hurdles of saying goodbye to your business, you’ll hear insightful stories and guidance you won’t find anywhere else.But that’s just the tip of the mountain! Curious about what an exit strategy actually looks like, or how to avoid costly missteps when pulling from your retirement accounts? Discover why “painting your retirement picture” could change everything, and why Brad’s approach to climbing down life’s retirement mountain might be just what you need. Don’t miss this chance to get motivated and start planning the retirement you’ve always imagined—tune in and let Ben and Brad be your guides!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.
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Scaling New Heights: Small Business Owners & Retirement Revealed
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