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Safe Money and Retirement episodes
- Disappearing Pension Trends#SafeMoney #JonHeischmanSr #PensionTrends
Join host Jon Heischman, Senior as he discusses the trend of the disappearing pension. In years past when domestic manufacturing was high, many retired on a company pension. Today some still do exist, but they few and far between.
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.10 min - Level Of Liquidity#SafeMoney #JonHeischmanSr #LevelOfLiquidity
Join host Jon Heischman, Senior as he discusses how to access money in emergency situations without withdrawing from qualified accounts, which are meant 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.9 min - Tax Diversification#SafeMoney #JonHeischmanSr #TaxDiversification
Join host Jon Heischman, Senior as he discusses tax diversification as it relates 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.7 min - Sequence Risk | February 2026 Update#SafeMoney #JonHeischmanSr #SequenceRisk
Not sure what "sequence risk" means to your retirement plan? Join host Jon Heischman, Senior in this episode as he gives an updated explanation.
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.13 min - Long-Term Care Coverage | Choosing Your Team#SafeMoney #JonHeischmanSr #LongTermCare
Most retirees do not have a long-term care plan in place and in this episode, host Jon Heischman, Senior discusses how to make long-term care part of your retirement planning and how to assemble the right team to execute those plans.
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.28 min - Financial Security | Peace Of Mind#SafeMoney #JonHeischmanSr #FinancialSecurity #PeaceOfMind
Going into the new year, host Jon Heischman, Senior talks about financial security and how that brings about peace-of-mind all year all and into the future.
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.28 min - Managing Multiple Accounts | January 2026 Update#SafeMoney #JonHeischmanSr #ManagingMultipleAccounts
In this updated episode, Jon Heischman, Senior discusses how to manage multiple retirement and investment 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.28 min - Beneficiary Designations | December 2025 Update#SafeMoney #JonHeischmanSr #BeneficiaryDesignations
In this updated episode, Jon Heischman, Senior discusses various designations for beneficiaries and the importance as relating to your retirement and estate 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.28 min - Portfolio Management During Volatility#SafeMoney #JonHeischmanSr #Volatility #PortfolioManagement
Market volatility in normal but the key to mitigating that volatility is properly managing your portfolio and in this episode, host Jon Heischman, Senior discusses portfolio management in a volatile market environment.
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.28 min - Longevity Risk | December 2025 Update#SafeMoney #JonHeischmanSr #LongevityRiskUpdate
While there are many risks facing retirees; Market, Inflation, Tax, Excessive Withdrawl, Healthcare, the current number one is Longevity. Longevity risk means outliving your money.
Jon has covered this subject before and discusses strategies to ensure you will not outlive your retirement income in this updated 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.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.