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PODCAST

Safe Money and Retirement

Heischman Financial offers a full spectrum of investment planning and guidance. We can help you if you are seeking a better lifestyle throughout your life, from your working years and into retirement.We have helped thousands of individuals and couples at all economic levels in central OH so they can enjoy a stress-free retirement. Our team has assisted them using a balanced approach to asset management, which includes both risk and safety.Whether you have a nest egg of $5 million or $50,000, we can

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All Episodes

27:01

Keeping Your Plan Fine Tuned

Safe Money and Retirement ·

2023/11/10

Just like planning a trip, you need to know your starting point and where you want to go; so it is with financial planning. In this week's episode titled "Keeping Your Plan Fine Tuned", host Jon Heischman, Sr. goes over this concept.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Don't Hope So, Make A Plan

Safe Money and Retirement ·

2023/11/03

Millions of Americans go into retirement with the hope they will get by rather than having a plan in place. Don't leave your retirement years up to chance! In this episode, host Jon Heischman, Sr. discusses how to put a plan in place.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Procrastination Versus Common-Sense Planning

Safe Money and Retirement ·

2023/10/27

In this episode, host Jon Heischman discusses how procrastination; in his opinion, is the single biggest issue when it comes to retiree financial planning. Jon offers advice on how to turn that inaction in to common-sense planning.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Implementing An Income Plan

Safe Money and Retirement ·

2023/10/20

In this episode, host Jon Heischman discusses "Implementing An Income Plan". Financial plans and income plans are related, but not excatly the same thing. Those two elements work together making up a full financial plan. However, in some cases an income plan is built without having a full finanical plan in place.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Retirement Decision Factors

Safe Money and Retirement ·

2023/10/13

For most of U.S. history, it was common practice for people to work up until the time when they simply could not any longer. Fast forward to today where 45% of those aged 65 are retired and with life expectancy, the need for a longer term plan is necessary.Host Jon Heischman discusses "Retirement Decision Factors" in this episode.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Retirement Risk Awareness

Safe Money and Retirement ·

2023/10/06

In this week's episode, host Jon Heischman discusses some of the retirement risks you need to be aware of and the sooner those potential problems are addressed, the better off you will be in your retirement years.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Caregivers

Safe Money and Retirement ·

2023/09/29

In this week's episode host Jon Heischman addresses preparing to be a caregiver for loved ones focusing on the key financial oversight questions to put them in order. Once this piece is in place, it will allow time for all the other issues related to caregiving.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps or the list Caregiving Issues discussed in today's episode. Visit www.heischmanfs.com/

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27:01

The Lost Secret Of Planning

Safe Money and Retirement ·

2023/09/22

Many head into retirement without a plan, but planning for your income future should begin well before you reach retiring. Host Jon Heischman talks about "The Lost Secret of Planning" in this episode.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Life Insurance Uses-QCDs

Safe Money and Retirement ·

2023/09/15

In this week's episode host Jon Heischman talks about life insurance as part of retirement planning and ways to bring new "life" into your old policies.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Rollover And Distribution Decisions

Safe Money and Retirement ·

2023/09/08

In this episode host Jon Heischman asks, "do you know the IRA/401k rollover rules?" based on a conversation with a listener. Whether you are leaving an employer with a 401k or offered a pension plan buyout, you need to make sure the course of action you take is in your best interests since there is not one rule-of-thumb for everyone.You need an advisor like Jon to help you through the rollover process from a 401k to an IRA and/or your pension strategy.Call Jon at (888) 426-0177 with questions,

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27:01

Mitigating Longevity Risk

Safe Money and Retirement ·

2023/09/02

In this episode, Independent financial advisor Jon Heischman discusses longevity risk in retirement which is the number one concern among his cleints.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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27:01

Indexed Annuities

Safe Money and Retirement ·

2023/08/25

In each episode host Jon Heischman being a independent financial advisor discusses how to build a more secured retirement plan. In this episode, builds on that foundation and talks about indexed annunities and funding methods on or above Social Security benefits to provide ongoing income thorugh your retirement years.To contact Jon after the show with your questions or comments, call (888) 426-0177. Visit www.heischmanfs.com/

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27:01

IRA Distributions And Life Insurance

Safe Money and Retirement ·

2023/08/18

In this week's episode host Jon Heischman how to cut your tax bill from the "Jobs Act" which doubled the standard dedcution beginning in 2018. This caused a dramatic decrease in the number of people filing itemized deductions and the unintended consequence of a reduction in chartiable gving,But if you an IRA owner 70.5 or older, you can give without itemizing and still get the tax break through a Qualified Chartaible Distribution (QCD). Jon goes into deatil on this and life insurance related

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27:01

Savings And Withdrawl Strategies

Safe Money and Retirement ·

2023/08/11

Host Jon Heischman presents a straight forward episode talking about "Savings and Withdrawl Strategies" for your retirement whether that being your current situation, in the near or distant future. You can call Jon at (614) 861-7055 after the podcast to ask questions and give topic ideas for future episodes. Visit www.heischmanfs.com/

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27:01

The Retirement Future For Women

Safe Money and Retirement ·

2023/08/04

In this episode Jon Heischman addresses "The Retirement Future For Women". Currently, 16% of households have women as the primary income provider and 33% of households both partners have the same income.Visit www.heischmanfs.com/

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27:01

Secure Act 2.0 Hodgepodges

Safe Money and Retirement ·

2023/07/28

In this episode Jon Heischman discusses the Secure Act 2.0 as it particularly relates to required minimum distributions (RMDs) currently set at age 73 and set to increase to age 75 by 2033.

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27:01

Inheriting Qualified Accounts

Safe Money and Retirement ·

2023/07/21

Baby Boomers control the greatest amount of wealth with most having some sort of qulaified account like an IRA, 401k, SEP or even TSP. In this episode Jon Heischman discusses issues relating to leaving and inheriting those qulaified accounts.

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27:01

Longevity Risk

Safe Money and Retirement ·

2023/07/14

While there many risks facing retirees; Market, Inflation, Tax, Excessive Withdrawl, Healthcare, the current number one is Longevity. Longevity risk means outliving your money.Jon discusses strategies to ensure you will not outlive your retirement income in this episode.

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27:01

Women Taking On Financial Planning

Safe Money and Retirement ·

2023/07/07

In recent years Jon has noticed his primary clientele contact has shifted to women, with about 60% of his business now coming from them. Based on this, Jon discusses this trend and the approaches to take in financial planning and advising in this episode.

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27:01

Coloring Your Money

Safe Money and Retirement ·

2023/07/01

In this week's episode Jon Heischman talks about his "The Color of Money" model for allocating your assets to minimize risk for the conservative investor.

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