Sign up to save your podcasts
Or
Share Safe Money and Retirement
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Safe Money and Retirement episodes
- Funding Long-Term CareHost Jon Heischman, Senior discusses another important aspect of retiremnet planning and that is funding long-term care.
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/13 min - The Importance Of DiversificationIn this episode, host Jon Heischman, Senior talks about the importance of diversifying your retirement asset portfolio.
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/18 min - Planning For A RolloverIn this episode your host, Jon Heischman, Senior discusses how you will need to prepare and decide how to handle the rollover of your 401k and/or pension plan for retirement 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/19 min - Benefits Of AnnuitiesThe popularity of annunities has exploded in recent years. In this episode titled "Benefits of Annuities", host Jon Heischman, Senior discusses how annunities help address the number one concern among retirees...the longevity risk...or in other words, outliving your money!
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/18 min - Retirement Tax ConsiderationsWith all the changes in the tax code, in this episode, Jon Heischman, Senior addresses Retirement Tax Considerations.
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/28 min - Accounts ReviewIn this episode, Jon Heischman, Senior goes over the basics of an "Accounts Review"."At-Risk" investments are not under management and at risk in the market, while "Safe-Money" is under management based a level of client risk tolerance.
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/28 min - Keeping Your Plan Fine TunedJust 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/28 min - Don't Hope So, Make A PlanMillions 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/28 min - Procrastination Versus Common-Sense PlanningIn 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/28 min - Implementing An Income PlanIn 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/28 min
About Safe Money and Retirement
From the publisher's feed
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 help make sure that your money goes to work. We do this so retirement can bring you the leisure and peace of mind you deserve.
This show will review all these matters, and offer advice on your financial future options. Call the show off-air at (888) 426-0177 with questions or comments for Jon.
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 help make sure that your money goes to work. We do this so retirement can bring you the leisure and peace of mind you deserve.
This show will review all these matters, and offer advice on your financial future options. Call the show off-air at (888) 426-0177 with questions or comments for Jon.