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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

Plan For Health Care Costs

Safe Money and Retirement ·

2025/06/12

#SafeMoney #JonHeischmanSr #HealthCareCostsOne of the biggest challenges facing retirees is the cost of health care. Host Jon Heischman, Senior addresses this issue and provides some advice and solutions.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/ for additional information.

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27:01

Risk Capacity And Tolerance

Safe Money and Retirement ·

2025/06/04

#SafeMoney #JonHeischmanSr #RiskToleranceMany may have heard the term "risk tolernace" but what about "risk capacity"? Both concepts relate to financial planning and in this episode host Jon Heischman, Senior delves into both and explains the differnces. Understanding both concepts is crucial for effective investment strategies and ensuring that your financial decisions align with your personal comfort and financial situation.Call Jon at (888) 426-0177 with questions, comments or to get a free copy

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27:01

The Long-Term Care Dilemma

Safe Money and Retirement ·

2025/05/29

#SafeMoney #JonHeischmanSr #LongTermCareIn this new episode, host Jon Heischman, Senior discusses how long-term care effects your retirement 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/ for additional information.

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27:01

Roth IRA Conversions

Safe Money and Retirement ·

2025/05/22

#SafeMoney #JonHeischmanSr #RothIRAConversionsIn this new episode, host Jon Heischman, Senior talks about Roth IRA conversions when moving into retirement.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/ for additional information.

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27:01

Stages Of Retirement

Safe Money and Retirement ·

2025/05/15

#SafeMoney #JonHeischmanSr #StagesOfRetirementIn this new episode, host Jon Heischman, Senior discusses the various stages a person goes through during the 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/ for additional information.

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27:01

Plan For Long Term Care | Replay

Safe Money and Retirement ·

2025/05/09

#SafeMoney #JonHeischmanSr #LongTermCareIn this replay episode, host Jon Heischman, Senior discusses how to make long term care part of your retirement 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/ for additional information.This show originally aired October 16, 2022.

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27:01

Financial Literacy And Wellness

Safe Money and Retirement ·

2025/05/02

#SafeMoney #JonHeischmanSr #FinancialLiteracy #FinancialWellnessIn this episode, host Jon Heischman, Senior discusses the need for financial literacy and wellness.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/ for additional information.

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27:01

Psyched To Retire And Inherited IRAs

Safe Money and Retirement ·

2025/04/25

#SafeMoney #JonHeischmanSr #Psyched2Retire #InheritedIRABeyond having the income in place for retirement, it is also important to plan for the psychological transition into retirement. 35% of retirees are concerned about having too much time on their hands. In this episode, host Jon Heischman, Senior discusses this and also touches on inherited IRAs.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

Balanced Portfolio Risk

Safe Money and Retirement ·

2025/04/16

#SafeMoney #JonHeischmanSr #BalancedPortfolioRiskIn this episode, host Jon Heischman, Senior discusses how to balance your retirement portfolio to reduce risk.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/ for additional information.

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27:01

Rollovers And Rollups

Safe Money and Retirement ·

2025/04/11

#SafeMoney #JonHeischmanSr #RolloversAndRollups In this episode, host Jon Heischman, Senior discusses rolling over your 401k into an IRA and what type of account options are available. 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/ for additional information.

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27:01

Playing The Long Game

Safe Money and Retirement ·

2025/04/04

#SafeMoney #JonHeischmanSr #PlayingTheLongGame #LivingPast90It is not uncommon for some to live past 90 years old these days and in this episode host Jon Heischman, Senior discusses retirement and tax planning for those who do live that long.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/ for additional information.

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27:01

Don't Fail To Plan

Safe Money and Retirement ·

2025/03/28

#SafeMoney #JonHeischmanSr #DontFailToPlanMany delay and some don't plan for retirement at all. In this episode, host Jon Heischman, Senior warns "don't fail to plan" and what basic steps you can take to get started.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/ for additional information.

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27:01

Simple Building Blocks

Safe Money and Retirement ·

2025/03/21

#SafeMoney #JonHeischmanSr #SimpleBuildingBlocksIn this episode, host Jon Heischman, Senior covers the simple building blocks for a retirement income plan.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/ for additional information.

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27:01

Retirement Income Generation

Safe Money and Retirement ·

2025/03/13

#SafeMoney #JonHeischmanSr #GenerateIncomeIn this episode, host Jon Heischman, Senior talks about the need to quantify your retirement income needs and then how to generate that income.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/ for additional information.

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27:01

Turning Assets Into Income | Replay

Safe Money and Retirement ·

2025/03/07

#SafeMoney #JonHeischmanSr #AssetsIntoIncomeIn this episode, host Jon Heischman, Senior talks about how to turn your assets into income for 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/ for additional information.

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27:01

Caregivers | Replay

Safe Money and Retirement ·

2025/02/28

#SafeMoneyAndRetirementShow #CaregiversIn 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

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27:01

Retirement Money Questions

Safe Money and Retirement ·

2025/02/21

#SafeMoneyAndRetirementShow #RetirementMoneyQuestionsWe are awash in information; some of it useful, most of it not. Host Jon Heischman, Senior breaks through the clutter when it comes to retirement money questions in this week's 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/ for additional information.

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27:01

Time Horizons

Safe Money and Retirement ·

2025/02/14

#SafeMoneyAndRetirementShow #TimeHorizonsTime horizons vary depending on the age and goal of the retirement investor, along with how assets are to be allocated. Host Jon Heischman, Senior discusses this topic in this week's 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/ for additional information.

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27:01

Getting A Second Opinion

Safe Money and Retirement ·

2025/02/07

#SafeMoneyAndRetirementShow #GettingASecondOpinionRelationships are key in retirement planning, but host Jon Heischman, Senior talks about considering getting a second opinion as you approach retirement to ensure you are maximizing your benefits.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/ for additional information.

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27:01

Longevity Concerns | Moving Accounts Properly

Safe Money and Retirement ·

2025/01/31

#SafeMoneyAndRetirementShow #LongevityConcerns Host Jon Heischman, Senior talks about longevity concerns and how to properly move your retirement accounts around.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/ for additional information.

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