About this episode

This episode explores the unique challenges women face in retirement and offers practical strategies for navigating them.

Retirement is often pictured as a finish line—a final destination after years of hard work. But what if it’s actually the start of a marathon, especially for women? In this episode, Ben Heisler and Brad Jones dive into the surprising realities that make a woman’s retirement journey fundamentally different. From the longevity gap to navigating savings shortfalls, you’ll hear why an average plan simply won’t cut it and how those familiar pitfalls can turn into financial traps for women if left unaddressed. But that’s not all. What’s the ripple effect of your husband’s Social Security decision? What’s the “widow’s tax” that catches so many retirees off guard? If you think you’ve heard it all before, think again. Whether you’re planning for yourself or supporting the women in your life, tune in for some eye-opening conversations, relatable analogies, and actionable advice that just might change the way you approach your climb through retirement. Curious about what your own marathon could look like? Hit play and find 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…

People in this episode

Host: Brad Jones

Guest: Ben Heisler

Topics covered

• retirement planning
• financial traps for women
• Social Security
• taxes
• long-term care

Keywords

• retirement
• women's financial planning
• longevity gap
• savings shortfalls
• financial advice

More episodes of C.L.I.M.B. Through Retirement

• Rate Hikes, Rumors, and Retirement Readiness: Navigating the New Fed Era · July 18, 2026 · 30 min
• The Silent Heist: Unmasking Your Retirement’s Hidden Threat · July 11, 2026 · 30 min
• Countdown to 2032: Securing Your Retirement and Your Independence · July 4, 2026 · 30 min
• The Retirement Tax Shock · June 20, 2026 · 30 min
• Building Essential Retirement Income · June 13, 2026 · 30 min

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