Safe Money and Retirement
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.
Episodes
April 19, 2024 • 12 mins
Host Jon Heischman, Senior covers "Rollover Rules" in this episode. Rollovers are the moving assets from an employer held account in to an IRA, they can be 401k, 403b, SEP or pension 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.
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.
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April 5, 2024 • 7 mins
For some reason many proscrastinate when it comes to their retirement planing. In Jon Heischman Senior's opinion, it is the number 1 enemy of retirees. Jon talks about how to get started on putting together a plan of action!
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.
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.
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March 29, 2024 • 9 mins
Host Jon Heischman, Senior asks and answers What is Financial Independence based on his opinion collected from years of experience in dealing with a wide variety of clientele from diverse backgrounds.
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.
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.
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March 22, 2024 • 8 mins
Host Jon Heischman, Senior talks about how to structure your 401k into an Income Generating Annunity that is guarnateed to produce a source of income that you cannot outlive!
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.
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.
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March 8, 2024 • 14 mins
Host Jon Heischman, Senior talks about how to preserve your qulaified money so it lasts through retirement. This invested money will now become your income.
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.
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.
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February 23, 2024 • 12 mins
Host Jon Heischman, Senior covers Required Minimum Distributions (RMDs) and how to plan for and handle them for those at or approaching retirement age in this week's 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.
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.
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February 9, 2024 • 13 mins
Host Jon Heischman, Senior talks about reitrement withdrawal strategies in this week's 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.
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.
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February 2, 2024 • 13 mins
Host Jon Heischman, Senior asks and answers "Are You Retirement Ready?" pariculary concering Roth IRA Conversions.
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.
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.
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January 26, 2024 • 15 mins
Host Jon Heischman, Senior talks about his years of experience when dealing with clients' "Retirement Planning Mistakes". Many, at some point, wish they had done some things different with their planning...whether that be "more aggressive" or "more conservative".
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/
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/
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January 12, 2024 • 17 mins
It is the start of a New Year, but that also brings tax season! In this episode host, Jon Heischman, Senior discusses "The Art of Retirement Tax 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/
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/
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January 5, 2024 • 19 mins
Host Jon Heischman, Senior shares some strategies to help give your retirement plan "Recession Protection".
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/
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/
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December 22, 2023 • 12 mins
Host Jon Heischman, Senior discusses another important aspect of retiremnet planning and that is funding long-term care.
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/
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/
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December 15, 2023 • 17 mins
In this episode, host Jon Heischman, Senior talks about the importance of diversifying your retirement asset portfolio.
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/
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/
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December 8, 2023 • 18 mins
In this episode your host, Jon Heischman, Senior discusses how you will need to prepare and decide how to handle the rollover of your 401k and/or pension plan for retirement income.
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/
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/
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December 1, 2023 • 17 mins
The popularity of annunities has exploded in recent years. In this episode titled "Benefits of Annuities", host Jon Heischman, Senior discusses how annunities help address the number one concern among retirees...the longevity risk...or in other words, outliving your money!
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/
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/
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November 24, 2023 • 27 mins
With all the changes in the tax code, in this episode, Jon Heischman, Senior addresses Retirement Tax Considerations.
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/
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/
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November 17, 2023 • 27 mins
In this episode, Jon Heischman, Senior goes over the basics of an "Accounts Review"."At-Risk" investments are not under management and at risk in the market, while "Safe-Money" is under management based a level of client risk tolerance.
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/
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/
Mark as Played
November 10, 2023 • 27 mins
Just like planning a trip, you need to know your starting point and where you want to go; so it is with financial planning. In this week's episode titled "Keeping Your Plan Fine Tuned", host Jon Heischman, Sr. goes over this concept.
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/
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/
Mark as Played
November 3, 2023 • 27 mins
Millions of Americans go into retirement with the hope they will get by rather than having a plan in place. Don't leave your retirement years up to chance! In this episode, host Jon Heischman, Sr. discusses how to put a plan in place.
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/
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/
Mark as Played
October 27, 2023 • 27 mins
In this episode, host Jon Heischman discusses how procrastination; in his opinion, is the single biggest issue when it comes to retiree financial planning. Jon offers advice on how to turn that inaction in to common-sense 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/
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/
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