When Retirement Readiness Falls Short

When Retirement Readiness Falls Short

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

March 14, 2026 · 30 min

About this episode

The episode discusses the challenges Americans face in retirement readiness and explores necessary mindset shifts for a confident retirement.

How prepared are Americans for retirement—and what hidden forces are holding so many back? Alarming new research reveals just how far behind most are, and the conversation uncovers overlooked reasons, from cultural habits to shifting financial realities. Join Ben Heisler and Brad Jones as they dig into the hurdles, surprises, and necessary mindset shifts for building a lasting, confident retirement—even if you thought you were set. What’s keeping even “super savers” from feeling secure, and could your plan use a second look? The answers may change how you climb your own retirement mountain. 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.

People in this episode

Host: Brad Jones

Guest: Ben Heisler

Topics covered

  • retirement readiness
  • financial planning
  • cultural habits
  • mindset shifts
  • taxes
  • Social Security
  • long-term care

Keywords

  • retirement
  • financial security
  • super savers
  • taxes
  • Social Security
  • long-term care
  • market navigation

Mentioned in this episode

Organizations: C.L.I.M.B. Through Retirement

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