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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

Planning Steps Timing

Safe Money and Retirement ·

2024/08/16

In this episode, host Jon Heischman, Senior covers the 6 planning steps when working with a retirement planner/advisor.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

Trends And Challenges

Safe Money and Retirement ·

2024/08/09

In this episode, host Jon Heischman, Senior dicusses current trends and challenges in retirement planning; namely the longevity risk as it relates to 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

Are You Ready For Retirement?

Safe Money and Retirement ·

2024/08/02

In this episode, host Jon Heischman, Senior gives a high level answer to to the question, are you ready for 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

Paying For Health Care Costs

Safe Money and Retirement ·

2024/07/26

In this episode, host Jon Heischman, Senior focuses on medical expense risks to your retirement plan portfolio and strategies on mitigation.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

Surviving Spouse Plans | Boomer Accounts

Safe Money and Retirement ·

2024/07/19

In this episode, host Jon Heischman, Senior tackles a subject many would rather not think about...building a Surviving Spouse Plans. From consolidating accounts to keeping an updated Power-of-Attorney and add the fact 80% of wives will oulive their husbands, this is an episode many "Boomers" should listen to.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

Multiple Account RMDs | Sequence Risk

Safe Money and Retirement ·

2024/07/12

In this episode, host Jon Heischman, Senior addresses the issue of new clients having multiple retirement accounts, how those should be consolidated and how that relates to required minimum distributions come retirement age. Plus, discussion on sequence 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

Questions In The Chaos

Safe Money and Retirement ·

2024/07/05

In this episode, host Jon Heischman, Senior talks about cutting through all the information clutter as he revisists some of the questions that he has complied over the years from clients and listeners pertaining to 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

Avoiding Running Out Of Money In Retirement Replay

Safe Money and Retirement ·

2024/06/29

In this replay epiode, host Jon Heischman, Senior talks about Avoiding Running Out of Money in Retirement and some strategies around that topic.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 Insecurity

Safe Money and Retirement ·

2024/06/21

In this episode, host Jon Heischman, Senior addresses the current feeling of Retirement Insecurity felt by the majority of people of and appraoching retirement age. Most importantly, Jon talks about what you can do to help lessen those concerns.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

Is An Annuity Right For You

Safe Money and Retirement ·

2024/06/14

In this episode, host Jon Heischman, Senior responds to several listener requests and discusses annunities as part of a retirement plan. This topic is especially fitting as June is Annunity Awareness Month. 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

Adjustable Planning

Safe Money and Retirement ·

2024/05/24

In this episode, host Jon Heischman, Senior discusses how financial planners cannot predict the future, but can know with a high degreee of certainty that certain things will happen in terms of retirement investing and income. One key is adjustable 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

True Diversification Is Vital

Safe Money and Retirement ·

2024/05/17

True Diversification is Vital for a successful investment strategy, but knowing what that means and looks like can be confusing. Host Jon Heischman, Senior explains what true diversification means 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/ for additional information.

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27:01

The Color Of Money

Safe Money and Retirement ·

2024/05/10

Host Jon Heischman, Senior discusses his asset color-coding strategy called "The Color of Money" in this episode. This system organizes your investements, savings and other assests in a visual way. 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 Plan Checklist

Safe Money and Retirement ·

2024/05/03

Host Jon Heischman, Senior returns to a longer format program in this episode and gets down to basics and discusses 'Retirement Plan Checklist". 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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12:22

Rollover Rules

Safe Money and Retirement ·

2024/04/19

Host Jon Heischman, Senior covers "Rollover Rules" in this episode. Rollovers are the moving assets from an employer held account in to an IRA, they can be 401k, 403b, SEP or pension accounts.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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7:35

Getting Retirement Planning Started

Safe Money and Retirement ·

2024/04/05

For some reason many proscrastinate when it comes to their retirement planing. In Jon Heischman Senior's opinion, it is the number 1 enemy of retirees. Jon talks about how to get started on putting together a plan of action!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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9:11

What Is Financial Independence

Safe Money and Retirement ·

2024/03/29

Host Jon Heischman, Senior asks and answers What is Financial Indepence based on his opinion collected from years of experience in dealing with a wide variety of clientele from diverse backgrounds.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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8:36

Income Generating Annuity

Safe Money and Retirement ·

2024/03/22

Host Jon Heischman, Senior talks about how to structure your 401k into an Income Generating Annunity that is guarnateed to produce a source of income that you cannot outlive!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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14:03

Preserving Qualified Money

Safe Money and Retirement ·

2024/03/08

Host Jon Heischman, Senior talks about how to preserve your qulaified money so it lasts through retirement. This invested money will now become your 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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12:04

RMD Planning

Safe Money and Retirement ·

2024/02/23

Host Jon Heischman, Senior covers Required Minimum Distributions (RMDs) and how to plan for and handle them for those at or approaching retirement age 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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