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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

Consider A Rollover

Safe Money and Retirement ·

2023/06/23

Jon Heischman has spoken about Rollovers several times over the years on the Safe Money & Retirement Show, but it is worth addressing again since it has become one of his most frequently asked questions recently.Whether it be an employer 401k, TSP or 403b plan you should consider using a financial advisor to rollover into an IRA to meet your needs.

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27:01

Investing Today And Tax Planning

Safe Money and Retirement ·

2023/06/16

Outdated investment strategies can not only be ineffective, but also detrimental to your portfoloio. So, it is necessary to invest for today's enviroment by ultilizing the three principles of 1. Liquidity 2. Safety and 3. Return (on investment).Jon Heischman talks about this and tax planning in this week's episode.

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27:01

A Place For Annuities

Safe Money and Retirement ·

2023/06/09

This being Annunity Awarness Month, Jon Heischman dedicates this epsiode to dicussing annunities, including the two main reasons annunities have gotten "a bad wrap". Those reasons being: 1. Many advisors don't understand how annunities work2. The advisor cannot write an annunity, so advises against themIf you are one of the 80% that have some type of annuity in your retirement plan, you should listen to this episode.

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27:01

Claiming Social Security Benefits And Life Insurance

Safe Money and Retirement ·

2023/06/02

Knowing when the right time to claim Social Security benefits in very important when planning your overall retirement strategy. In this week's epsiode Jon Heischman cvers how important it is to monitor and get the most from those benefits that you are eligible for.Jon also touches on issue of life insurnace as it relates to retirement income.

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27:01

The Retirement Income Puzzle

Safe Money and Retirement ·

2023/05/26

One of the most important concerns for retirees is outliving their retirement accounts. In this epiosde Jon Heishman discusses how to mitigate this concern by balancing your portofolio with some in the market to maximize growth and some in "safe" accounts to generate income. Visit heischmanfs.com for more information.

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27:01

Employer Sponsored Plan Options

Safe Money and Retirement ·

2023/05/19

Many people take advantage of the "best game in town" by participating in their employer's 401K, 403B or TSP Plan. These are great while you are working since: 1. contribution come out non-taxed automatically from your paycheck and 2. many companies have mathcing funds or some type.However, after retirement those advantages disappear yet many keep their plan through their employer's company rather than rolling over into a more flexible IRA.Jon explains all this in this week's episode.

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27:01

Involving Family In Legacy Planning

Safe Money and Retirement ·

2023/05/12

In this week's episode Jon addresses how to involve your heirs and family in your financial and estate planning. At least one person in your family; or other relation, should know you plan ir intention.

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27:01

Timing Risks

Safe Money and Retirement ·

2023/05/05

As retirement time approaches, you may need to rebalance your investment accounts. Jon addresses this along with other timing risks in this week's episode.

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27:01

Time To Start Planning

Safe Money and Retirement ·

2023/04/28

When is the time to start planning for your retirement? Yesterday. In this week's episode, Jon Heischman covers how and when you should start your financial plan.

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27:01

Secure Act Of 2019 Reminders

Safe Money and Retirement ·

2023/04/21

In this installment of the Safe Money & Retirement Show, host Jon Heischman gives some important reminders regading the Secure Act of 2019 as it relates to your IRA and other qulaified accounts.

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27:01

Retirement Risk Tolerance

Safe Money and Retirement ·

2023/04/14

In this episode, Jon Heischman defines "risk tolerance" and why it is so important to know your's when making and executing your finncial, investements and retirement plans.

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27:01

The Color Of Money

Safe Money and Retirement ·

2023/04/07

In this week's episode, Jon gives a deatiled explanation and recommendation to visually organize your investments, savings and assets using a color coding system.

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27:01

Social Security Claiming Variables

Safe Money and Retirement ·

2023/03/31

In this episode, Jon Heischman explores when you should claim your Social Securiy benefits to maximize the amount given.

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27:01

Qualified Plan Potpourri

Safe Money and Retirement ·

2023/03/24

In this episode Jon addresses how many upcoming retirees of the Boomer Generation mat have several qaukifying plans, what this means and recommendations on how to naviagte the "Qualified Plan Potpourri".

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27:01

Common Retirement Concerns

Safe Money and Retirement ·

2023/03/17

Jon talks about common retirement concerns people have as they are approaching their retirement years.

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27:01

Savings And Income Protection

Safe Money and Retirement ·

2023/03/08

Jon talks about strategies on protecting savings and income in this week's episode.

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27:01

Sequence Risk

Safe Money and Retirement ·

2023/03/03

Not sure what "sequence risk" means to your retirement paln? Join Jon in this episode as he explains.

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27:01

Just Start Planning

Safe Money and Retirement ·

2023/02/26

Don't know how to plan for the future? Just start!

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27:01

Filling The Income Gap

Safe Money and Retirement ·

2023/02/19

Jon talks filling the income gap on the latest podcast.

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27:01

For The Love Of Taxes

Safe Money and Retirement ·

2023/02/12

Jon talks taxes on the latest podcast.

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270 results

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