#SafeMoney #JonHeischmanSr #YourMoneyWorkingForYou
Host 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.

#SafeMoney #JonHeischmanSr #RetirementInsecurity
Host 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.

#SafeMoney #JonHeischmanSr #HealthCareCosts
One 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.

#SafeMoney #JonHeischmanSr #RiskTolerance
Many may have heard the term "risk tolerance" 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 differences. 

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 of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

#SafeMoney #JonHeischmanSr #LongTermCare
In 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.

#SafeMoney #JonHeischmanSr #RothIRAConversions
In this new episode, host Jon Heischman, Senior talks about Roth IRA conversions when moving into 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.

#SafeMoney #JonHeischmanSr #StagesOfRetirement
In this new episode, host Jon Heischman, Senior discusses the various stages a person goes through during the 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.

#SafeMoney #JonHeischmanSr #LongTermCare
In this replay episode, host Jon Heischman, Senior discusses how to make long term care part of 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.

This show originally aired October 16, 2022.

#SafeMoney #JonHeischmanSr #FinancialLiteracy #FinancialWellness
In this episode, host Jon Heischman, Senior discusses the need for financial literacy and wellness.

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.

#SafeMoney #JonHeischmanSr #Psyched2Retire #InheritedIRA
Beyond having the income in place for retirement, it is also important to plan for the psychological transition into retirement. 35% of retirees are concerned about having too much time on their hands. In this episode, host Jon Heischman, Senior discusses this and also touches on inherited IRAs.

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.