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 25, 2025 • 27 mins
#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...
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...
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April 16, 2025 • 27 mins
#SafeMoney #JonHeischmanSr #BalancedPortfolioRisk
In this episode, host Jon Heischman, Senior discusses how to balance your retirement portfolio to reduce risk.
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.
In this episode, host Jon Heischman, Senior discusses how to balance your retirement portfolio to reduce risk.
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 11, 2025 • 27 mins
#SafeMoney #JonHeischmanSr #RolloversAndRollups
In this episode, host Jon Heischman, Senior discusses rolling over your 401k into an IRA and what type of account options are available.
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.
In this episode, host Jon Heischman, Senior discusses rolling over your 401k into an IRA and what type of account options are available.
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 4, 2025 • 27 mins
#SafeMoney #JonHeischmanSr #PlayingTheLongGame #LivingPast90
It is not uncommon for some to live past 90 years old these days and in this episode host Jon Heischman, Senior discusses retirement and tax planning for those who do live that long.
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.
It is not uncommon for some to live past 90 years old these days and in this episode host Jon Heischman, Senior discusses retirement and tax planning for those who do live that long.
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 28, 2025 • 27 mins
#SafeMoney #JonHeischmanSr #DontFailToPlan
Many delay and some don't plan for retirement at all. In this episode, host Jon Heischman, Senior warns "don't fail to plan" and what basic steps you can take to get started.
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.
Many delay and some don't plan for retirement at all. In this episode, host Jon Heischman, Senior warns "don't fail to plan" and what basic steps you can take to get started.
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 21, 2025 • 27 mins
#SafeMoney #JonHeischmanSr #SimpleBuildingBlocks
In this episode, host Jon Heischman, Senior covers the simple building blocks for a retirement income plan.
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.
In this episode, host Jon Heischman, Senior covers the simple building blocks for a retirement income plan.
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 13, 2025 • 27 mins
#SafeMoney #JonHeischmanSr #GenerateIncome
In this episode, host Jon Heischman, Senior talks about the need to quantify your retirement income needs and then how to generate that 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.
In this episode, host Jon Heischman, Senior talks about the need to quantify your retirement income needs and then how to generate that 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.
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March 7, 2025 • 27 mins
#SafeMoney #JonHeischmanSr #AssetsIntoIncome
In this episode, host Jon Heischman, Senior talks about how to turn your assets into income for your 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.
In this episode, host Jon Heischman, Senior talks about how to turn your assets into income for your 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.
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February 28, 2025 • 27 mins
#SafeMoneyAndRetirementShow #Caregivers
In this week's episode host Jon Heischman addresses preparing to be a caregiver for loved ones focusing on the key financial oversight questions to put them in order. Once this piece is in place, it will allow time for all the other issues related to caregiving.
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 or the lis...
In this week's episode host Jon Heischman addresses preparing to be a caregiver for loved ones focusing on the key financial oversight questions to put them in order. Once this piece is in place, it will allow time for all the other issues related to caregiving.
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 or the lis...
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February 21, 2025 • 27 mins
#SafeMoneyAndRetirementShow #RetirementMoneyQuestions
We are awash in information; some of it useful, most of it not. Host Jon Heischman, Senior breaks through the clutter when it comes to retirement money questions 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.
We are awash in information; some of it useful, most of it not. Host Jon Heischman, Senior breaks through the clutter when it comes to retirement money questions 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.
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February 14, 2025 • 27 mins
#SafeMoneyAndRetirementShow #TimeHorizons
Time horizons vary depending on the age and goal of the retirement investor, along with how assets are to be allocated. Host Jon Heischman, Senior discusses this topic 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.
Time horizons vary depending on the age and goal of the retirement investor, along with how assets are to be allocated. Host Jon Heischman, Senior discusses this topic 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.
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February 7, 2025 • 27 mins
#SafeMoneyAndRetirementShow #GettingASecondOpinion
Relationships are key in retirement planning, but host Jon Heischman, Senior talks about considering getting a second opinion as you approach retirement to ensure you are maximizing your benefits.
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.
Relationships are key in retirement planning, but host Jon Heischman, Senior talks about considering getting a second opinion as you approach retirement to ensure you are maximizing your benefits.
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 31, 2025 • 27 mins
#SafeMoneyAndRetirementShow #LongevityConcerns
Host Jon Heischman, Senior talks about longevity concerns and how to properly move your retirement accounts around.
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.
Host Jon Heischman, Senior talks about longevity concerns and how to properly move your retirement accounts around.
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 24, 2025 • 27 mins
#SafeMoneyAndRetirementShow #PlanningYouDeserve
Jon Heischman, Senior shares infomation about consistent and regular on-going planning is essential to keep your long term goals on track, in this replay 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.
Jon Heischman, Senior shares infomation about consistent and regular on-going planning is essential to keep your long term goals on track, in this replay 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.
Mark as Played
January 17, 2025 • 27 mins
#SafeMoneyAndRetirementShow #RiskAndFees
Host Jon Heischman, Senior discusses the risks and any possible associated fees relating to 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.
Host Jon Heischman, Senior discusses the risks and any possible associated fees relating to 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.
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January 10, 2025 • 27 mins
#SafeMoneyAndRetirementShow #FinancialIndependence
Host Jon Heischman, Senior talks about the goal in retirement is to have financial security and peace-of-mind. If you achieve this it means you have financial independence!
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.
Host Jon Heischman, Senior talks about the goal in retirement is to have financial security and peace-of-mind. If you achieve this it means you have financial independence!
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.
Mark as Played
January 3, 2025 • 27 mins
#SafeMoneyAndRetirementShow #AnnuityPlanning
Host Jon Heischman, Senior discucces the Art of Annunity Planning as part of a retirement plan in this 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.
Host Jon Heischman, Senior discucces the Art of Annunity Planning as part of a retirement plan in this 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.
Mark as Played
December 24, 2024 • 27 mins
#SafeMoneyAndRetirementShow #MakeAPlan
Don't leave your retirement up to chance and hope, make a plan. Host Jon Heischman, Senior covers steps to take in this replay 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.
Don't leave your retirement up to chance and hope, make a plan. Host Jon Heischman, Senior covers steps to take in this replay 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.
Mark as Played
December 19, 2024 • 27 mins
#SafeMoneyAndRetirementShow #RothIRA
In this episode, host Jon Heischman, Senior talks about the rules surrounding Roth 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.
In this episode, host Jon Heischman, Senior talks about the rules surrounding Roth 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.
Mark as Played
December 12, 2024 • 27 mins
In this episode, host Jon Heischman, Senior discusses the six types of losses that can occur during retiremet and talks about strategies on how to mitigate or eliminate them.
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.
Mark as Played
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