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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

Financial Home Makeover

Safe Money and Retirement ·

2025/10/30

#SafeMoney #JonHeischmanSr #FinancialHomeMakeoverJust like your physical home, your financial home may be in need of makeover. Host Jon Heischman, Senior talks about this 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

Social Security Basics

Safe Money and Retirement ·

2025/10/09

#SafeMoney #JonHeischmanSr #SocialSecurityBasicsGetting back to retirement planning basics, host Jon Heischman, Senior covers Social Security benefits 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

Alleviate The Anxiety

Safe Money and Retirement ·

2025/10/02

#SafeMoney #JonHeischmanSr #AlleviateTheAnxietyThinking about and planning for retirement can be stressful, but in this week's episode host Jon Heischman, Senior talks about how to alleviate that anxiety.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

Investing Styles

Safe Money and Retirement ·

2025/09/18

#SafeMoney #JonHeischmanSr #InvestingStylesWhat is your investing style? In this week's episode host Jon Heischman, Senior talks about the different investing styles to help you identify which one is yours and then how to properly plan based on that style.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

IRA Distributions

Safe Money and Retirement ·

2025/09/11

#SafeMoney #JonHeischmanSr #IRADistributionsIn this week's episode host Jon Heischman, Senior discusses IRA distributions.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

Allocation Time Horizon

Safe Money and Retirement ·

2025/09/04

#SafeMoney #JonHeischmanSr #AllocationTimeHorizonIn this week's episode host Jon Heischman, Senior talks about the time horizons around a retiree's goals and how to set those allocations.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

Indexed Annuities | Replay

Safe Money and Retirement ·

2025/08/28

#SafeMoneyAndRetirementShow #IndexedAnnuitiesIn 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 through your retirement years. This is an updated version originally aired on November 16, 2020 and August 25, 2023.To contact Jon after the show with your questions or

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27:01

Organizing Your Assets | Replay

Safe Money and Retirement ·

2025/08/21

#SafeMoney #JonHeischmanSr #OrganizingYourAssetsYou may have multiple accounts, income streams and other assets and in this week's replay episode host Jon Heischman, Senior talks about organizing those assets as you approach 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

Roth IRA Rules

Safe Money and Retirement ·

2025/08/14

#SafeMoney #JonHeischmanSr #RothIRARulesIn this week's episode host Jon Heischman, Senior talks about the rules surrounding Roth Individual Retirement 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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27:01

Distributions And Income Streams

Safe Money and Retirement ·

2025/08/07

#SafeMoney #JonHeischmanSr #Distributions #IncomeStreamYou have your retirement accounts in place, but in this week's episode host Jon Heischman, Senior talks about how and when to take distributions and your income stream.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

When To Take Social Security

Safe Money and Retirement ·

2025/07/31

#SafeMoney #JonHeischmanSr #TakingSocialSecurityIn this week's episode host Jon Heischman, Senior talks about when to begin taking Social Security benefits and reasons why that start time may differ for individuals.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

Transitioning Into Retirement

Safe Money and Retirement ·

2025/07/24

#SafeMoney #JonHeischmanSr #IntoRetirementYou may be financially ready for retirement, but are you emotionally? Jon Heischman, Senior tackles this issue in this episode about transitioning into 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

Procrastination and Common-Sense Planning | Replay

Safe Money and Retirement ·

2025/07/18

#SafeMoney #JonHeischmanSr #ProcrastinationProcrastination is one of the leading issues for those approaching retirement age and host Jon Heischman, Senior talks about strategies and methods to take 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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27:01

Destination Retirement

Safe Money and Retirement ·

2025/07/10

#SafeMoney #JonHeischmanSr #DestinationRetirementHost Jon Heischman, Senior talks about having success with clients when their destination is 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

The Lost Secret Of Retirement Planning

Safe Money and Retirement ·

2025/07/03

#SafeMoney #JonHeischmanSr #LostSecretOfRetirementPlanningRetirement planning may seem technical but in this episode, host Jon Heischman, Senior discusses the art and lost secret of 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

Your Money Working For You

Safe Money and Retirement ·

2025/06/26

#SafeMoney #JonHeischmanSr #YourMoneyWorkingForYouHost Jon Heischman, Senior discusses how to keep your money working for you during your disbursement phase (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

Retirement Insecurity

Safe Money and Retirement ·

2025/06/19

#SafeMoney #JonHeischmanSr #RetirementInsecurityHost Jon Heischman, Senior discusses a recent study by the National Institute on Retirement Security and strategies that he uses that can help most clients obtain a sense of security in their 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

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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