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 c…
#SafeMoney #JonHeischmanSr #HealthCareCostsOne 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 #RiskToleranceMany 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 #LongTermCareIn 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 #RothIRAConversionsIn 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 #StagesOfRetirementIn 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 #LongTermCareIn 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 #FinancialWellnessIn 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 #InheritedIRABeyond 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.
#SafeMoney #JonHeischmanSr #BalancedPortfolioRiskIn 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.
#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.
#SafeMoney #JonHeischmanSr #PlayingTheLongGame #LivingPast90It 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.
#SafeMoney #JonHeischmanSr #DontFailToPlanMany 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.
#SafeMoney #JonHeischmanSr #SimpleBuildingBlocksIn 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.
#SafeMoney #JonHeischmanSr #GenerateIncomeIn 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.
#SafeMoney #JonHeischmanSr #AssetsIntoIncomeIn 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.
#SafeMoneyAndRetirementShow #CaregiversIn 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 list Caregiving Issues discussed in today's episode.Visit www.heischmanfs.com/
#SafeMoneyAndRetirementShow #RetirementMoneyQuestionsWe 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.
#SafeMoneyAndRetirementShow #TimeHorizonsTime 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.
#SafeMoneyAndRetirementShow #GettingASecondOpinionRelationships 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.
#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.
#SafeMoneyAndRetirementShow #PlanningYouDeserveJon 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.
#SafeMoneyAndRetirementShow #RiskAndFeesHost 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.
#SafeMoneyAndRetirementShow #FinancialIndependenceHost 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.
#SafeMoneyAndRetirementShow #AnnuityPlanningHost 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.
#SafeMoneyAndRetirementShow #MakeAPlanDon'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.
#SafeMoneyAndRetirementShow #RothIRAIn 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 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.
In this replay episode, host Jon Heischman, Senior discusses methods for keeping your retirement plan current.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 #TooManyAccounts #AccountConsolidationToo many retirment accounts? Yes, that can be an issue and host Jon Hesichman, Senior discusses that topic along with some attractive interest rate plans offering shorter term, high yield, tax-deferred returns.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 #ImagineRetirementIf you are approaching or just recently retired, host Jon Heischman, Senior discusses what the reirement lifestyle is like and that the key to it is having enough income to maintain that lifestyle.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 #ProtectedPortfolioIn this episode Jon Heischman, Senior focuses on two aspects of retirement planning, a protected portfolio and proper rollovers.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 replay epiode, host Jon Heischman, Senior talks about how to get started in planning your financial future.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 #AssetAllocationSafetyYou have worked hard to build your retirement and in this episode, host Jon Heischman, Senior talks about how to safely allocate those assets.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 #YearEndTaxStategiesAnother year is whinding-down and time to prepare for Year End Tax Strategies and host Jon Heischman, Senior covers that subject 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.
#SafeMoney #JonHeischmanSr #FutureOfRetirementPlanningThere is much uncertainty and instability in the economy these days; especially in a pivotal Presidential election year, but host Jon Heishman, Senior gives a mature, experienced analysis of the Future of Retirment 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 #ColorModelOfInvestingIn this episode, host Jon Heischman, Senior talks about the color modeling method of investment 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.
In this replay epiode, host Jon Heischman, Senior talks about An Educated Retirement. Jon explains the importance of being informed prior to and on an on-going basis during 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 #AssetsIntoIncomeIn 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.
#SafeMoney #JonHeischmanSr #TooMuchAtRiskIn this episode, host Jon Heischman, Senior addresses the concern some of his clients have about having too much of their IRA at 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.
#SafeMoney #JonHeischmanSr #MistakesToAvoidRetirement planning can be tricky and in this episode, host Jon Heischman, Senior talks about mistakes to avoid.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 #TaxPlansIn this episode, host Jon Heischman, Senior discusses 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/ for additional information
In this replay epiode, host Jon Heischman, Senior talks about Retirement Account Consolidation Options. Over the course of our working career, we may acquire several different retirement plans and Jon explains his process of consolidation for clients.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 #RothIRAIn this episode, host Jon Heischman, Senior discusses the advantages of opening or converting to a Roth IRA.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 6 planning steps when working with a retirement planner/advisor.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 dicusses current trends and challenges in retirement planning; namely the longevity risk as it relates to 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 gives a high level answer to to the question, are you ready for 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.
In this episode, host Jon Heischman, Senior focuses on medical expense risks to your retirement plan portfolio and strategies on mitigation.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 tackles a subject many would rather not think about...building a Surviving Spouse Plans. From consolidating accounts to keeping an updated Power-of-Attorney and add the fact 80% of wives will oulive their husbands, this is an episode many "Boomers" should listen to.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 addresses the issue of new clients having multiple retirement accounts, how those should be consolidated and how that relates to required minimum distributions come retirement age. Plus, discussion on sequence 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 talks about cutting through all the information clutter as he revisists some of the questions that he has complied over the years from clients and listeners pertaining to 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.
In this replay epiode, host Jon Heischman, Senior talks about Avoiding Running Out of Money in Retirement and some strategies around that topic.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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