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Safe Money and Retirement episodes
- Financial Benefits of Portfolio Diversification Strategies.This week Jon discusses some of the financial benefits of portfolio diversification strategies.28 min
- The Benefits of Having Long Term Care & CoverageThis week, Jon talks about the ins & outs & the benefits of having long term care & coverage for it in retirement.28 min
- Roth IRA Ins & OutsIn this episode, Jon discusses the Roth IRA ins & outs and whether it may or may not be right for you.28 min
- The "Secure Act" bill working it's way through congressThis week, Jon discusses some of the main points included in the "Secure Act" bill working it's way through congress.28 min
- The components & concepts of a sound investment policyThis week, Jon discusses the components & concepts of a sound investment policy.28 min
- Pension options...lump sum versus annuity payoutsThis week, Jon discusses pension options...lump sum versus annuity payout pros, cons and how each choice might work best for you.28 min
- Choosing and managing investment choicesIn this week's show, Jon discusses choosing and managing investment choices & options to suit your portfolio objectives.28 min
- Ways to make your money last in retirementHere is the web version of Jon Heischman's Safe Money & Retirement Show for 7/7/19. This week, Jon discusses ways to make you money last in retirement, as well as 401k mistakes and steps to make it work better for you.28 min
- The Benefits of Annuities in Retirement PlanningThis week, Jon discusses the benefits of Annuities in retirement planning...plus the option of adding Long Term Care coverage to an Annuity.28 min
- Jon discusses the topic of elder financial abuse & scammingIn this week's edition, Jon discusses the topic of elder financial abuse & scamming...what to watch out for and how to prevent it. Jon also talks about the popular topic of using the bucket approach with your retirement money.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.