The Wealth Planning Podcast with Jason Hallmark
Financial planner and managing partner of Hallmark Wealth Planning, Jason Hallmark, takes an in-depth look at financial issues that affect everyone, from planning for life changes, to managing the wealth you’ve already accumulated. Financial literacy is at the heart of every episode.
Episodes
Artificial Intelligence is rapidly gaining use in all areas of life today, and many people are turning to AI applications to help them make financial decisions. In this episode, we discuss the benefits and drawbacks of using AI in the financial planning process.
©2026 Jason Hallmark Wealth Planning. All rights reserved.
Hosted by Jason Hallmark
For more information, go to:
In our final installment in this series, Jason Hallmark and Ryan Davis discuss whether rental property investing is right for someone, what it realistically takes to get started, and how to avoid common beginner mistakes.
Contact Ryan Davis for your Real Estate Needs. ryandavishomes@gmail.com (937) 657-8805
Buyer segment:
https://ryandavis.navxrealty.com/your-new-home-search
Seller segment:
In this, the second of three episodes, Jason Hallmark and Ryan Davis of NavX Realty discuss how to prepare your home for sale, and good strategies you may need to attract offers from quality buyers.
Contact Ryan Davis for your Real Estate Needs. ryandavishomes@gmail.com (937) 657-8805
Buyer segment:
https://ryandavis.navxrealty.com/your-new-home-search
Seller segment:
In this, the first of three episodes, Jason Hallmark and Ryan Davis of NavX Realty discuss how to know when you are ready financially for a new home purchase and the steps involved in getting the right house and financing for your needs.
Contact Ryan Davis for your Real Estate Needs. ryandavishomes@gmail.com (937) 657-8805
Buyer segment:
https://ryandavis.navxrealty.com/your-new-home-search
Seller segment:
Do you have the option to allocate some of your 401k dollars to buying your own company stock? If so, when you retire, you have an opportunity for some additional tax efficiency. In this episode, Jason breaks down the Net Unrealized Appreciation tax rules.
©2026 Jason Hallmark Wealth Planning, All rights reserved.
Hosted by Jason Hallmark
Jason Hallmark welcomes Gery Deer of GLD Communications, a strategic marketing and critical communications company to discuss business strategies and what to do to get the best return on investment for your business from a marketing and advertising perspective.
Jason Hallmark
©2025 Jason Hallmark Wealth Planning, All rights reserved.
Hosted by Jason Hallmark
Jason Hallmark covers an overview of the basic types of retirement planning options available for different-sized businesses, including traditional IRAs, Roth plans, and SEP IRAs.
Jason Hallmark
©2025 Jason Hallmark Wealth Planning, All rights reserved.
Hosted by Jason Hallmark
For more information go to:
Concluding our three-part series on tax planning, Jason and special guest, Stephen Updegraff, EA from UAI Accounting and Tax, discuss more provisions in the “One Big Beautiful Bill”, and the planning opportunities that are now available.
Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes. Stephen Updegraff is the owner of UAI Accounting and T...
Continuing our discussion with Stephen Updegraff of UAI Accounting and Tax, we explore some of the tax code changes and new opportunities in the recently passed “One Big Beautiful Bill”.
Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes. Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio. He has over...
Jason is joined by Stephen Updegraff, EA of UAI Accounting and Tax Services to discuss the importance of tax planning.
Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes. Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio. He has over 20 years of experience and shares his vast knowledge with Jason Hallmark on thi...
Today, Jason Hallmark has a special guest, Jacob Frizado, an estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area.
Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, Powers of Attorney, and various issues that may arise when preparing these documents involved in both estate and succession planning.
**Nothing sta...
ESTATE planning - Part 2 of 3
Today, Jason Hallmark has a special guest, Jacob Frizado, estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area.
Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, trusts, Powers of Attorney, and various other issues that may arise when preparing these documents. They wil...
Today, Jason Hallmark has a special guest, Jacob Frizado, an estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area.
Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, Powers of Attorney, and various issues that may arise when preparing these documents involved in both estate and succession planning.
**Nothing sta...
Long-term care insurance is a vital part of planning for a secure retirement. Knowing that you have plans in place for the eventualities of aging and protecting your health after retirement will help you enjoy your time without anxiety regarding the future.
Jason Hallmark
©2025 Jason Hallmark Wealth Planning, all rights reserved.
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It is estimated that almost 50 percent of companies have no plan for if the primary business owner and operator steps away from the business. Business owners should have a plan for when they retire, move on to other ventures, or pass away unexpectedly. These plans are extremely important to ensure that the business can continue, be passed on to someone else, or possibly sold. Protect t...
Common Social Security Questions Answered
Social security benefits are high on everyone’s mind when it comes to retirement planning. In this episode, we touch on a few commonly held concerns.
Jason Hallmark
©2025 Jason Hallmark Wealth Planning, all rights reserved.
Hosted by Jason Hallmark
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Episode 9: Demystifying Credit Scores
Maintaining a good credit record is important to one’s financial health. In this episode, we break down how scores are calculated and what you can do to improve them.
Jason Hallmark
©2025 Jason Hallmark Wealth Planning, all rights reserved.
Hosted by Jason Hallmark
Risk comes in many forms. Understanding what can impact your portfolio and overall financial plan can help you make good decisions. In this episode, we break down a few forms of risk, and explain how to mitigate them.
Jason Hallmark
©2025 Jason Hallmark Wealth Planning, all rights reserved.
Hosted by Jason Hallmark
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Education funding is an important component of a financial plan. In this episode, we break down one of the most popular methods to save for college: 529 accounts.
Jason Hallmark
©2025 Jason Hallmark Wealth Planning, All rights reserved.
Hosted by Jason Hallmark
For more information go to:
Life insurance is a vital part of a solid financial plan that many people downplay or completely overlook.
In this episode, we take a walk through the basics of the whys and hows of this important risk management tool.
Jason Hallmark
©2025 Jason Hallmark Wealth Planning, All rights reserved.
Hosted by Jason Ha...
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