Scaling New Heights: Small Business Owners & Retirement Revealed

Scaling New Heights: Small Business Owners & Retirement Revealed

From C.L.I.M.B. Through Retirement by Brad Jones

March 7, 2026 · 30 min

About this episode

This episode explores the unique challenges and strategies for small business owners approaching retirement.

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…

People in this episode

Host: Brad Jones

Guest: Ben Heisler

Topics covered

  • retirement planning
  • small business ownership
  • exit strategies
  • financial challenges
  • emotional hurdles
  • retirement accounts

Keywords

  • retirement
  • small business
  • financial strategies
  • 401(k)
  • exit strategy
  • emotional challenges
  • retirement accounts

Mentioned in this episode

Organizations: Jones Retirement Advisors

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