Safe Money and Retirement

Safe Money and Retirement

By John HeischmanBusinessEducationInvesting
Download on the App Store

Safe Money and Retirement episodes

  • The Retirement Income Puzzle
    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.
    28 min
  • Employer Sponsored Plan Options
    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.
    28 min
  • Involving Family In Legacy Planning
    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.

    28 min
  • Timing Risks
    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.
    28 min
  • Time To Start Planning
    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.
    28 min
  • Secure Act Of 2019 Reminders
    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.
    28 min
  • Retirement Risk Tolerance
    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.
    28 min
  • The Color Of Money
    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.
    28 min
  • Qualified Plan Potpourri
    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".
    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…