Safe Money and Retirement

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

December 11, 2025 27 mins
#SafeMoney #JonHeischmanSr #AnEducatedrRetirement
In this week's episode host Jon Heischman, Senior talks about being educated heading into and 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.
 
This is from and episode that orginally aired in January of 2021.
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#SafeMoney #JonHeischmanSr #ReadyForRetirement
In this week's episode host Jon Heischman, Senior talks about the preparation steps as the time of retirement approaches.

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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November 25, 2025 27 mins
#SafeMoney #JonHeischmanSr #RothIRABasics
In this week's episode host Jon Heischman, Senior covers the basics of 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
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November 20, 2025 27 mins
#SafeMoney #JonHeischmanSr #SocialSecurity #RetirementStrategies
In this week's episode host Jon Heischman, Senior talks about several strategies including Social Security benefits as part of your overall retirement income and withdrawal plans.

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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#SafeMoney #JonHeischmanSr #TaxEfficientDistributions #TooManyAccount
In this week's episode host Jon Heischman, Senior takes on two interrelated topics of tax efficient distributions from your retirement accounts and having too many 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
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October 30, 2025 27 mins
#SafeMoney #JonHeischmanSr #FinancialHomeMakeover
Just like your physical home, your financial home may be in need of makeover. Host Jon Heischman, Senior talks about this 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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October 9, 2025 27 mins
#SafeMoney #JonHeischmanSr #SocialSecurityBasics
Getting back to retirement planning basics, host Jon Heischman, Senior covers Social Security benefits 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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October 2, 2025 27 mins
#SafeMoney #JonHeischmanSr #AlleviateTheAnxiety
Thinking about and planning for retirement can be stressful, but in this week's episode host Jon Heischman, Senior talks about how to alleviate that anxiety.

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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September 18, 2025 27 mins
#SafeMoney #JonHeischmanSr #InvestingStyles
What is your investing style? In this week's episode host Jon Heischman, Senior talks about the different investing styles to help you identify which one is yours and then how to properly plan based on that style.

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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September 11, 2025 27 mins
#SafeMoney #JonHeischmanSr #IRADistributions
In this week's episode host Jon Heischman, Senior discusses IRA distributions.

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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September 4, 2025 27 mins
#SafeMoney #JonHeischmanSr #AllocationTimeHorizon
In this week's episode host Jon Heischman, Senior talks about the time horizons around a retiree's goals and how to set those allocations.

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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August 28, 2025 27 mins
#SafeMoneyAndRetirementShow #IndexedAnnuities
In each episode host Jon Heischman being a independent financial advisor discusses how to build a more secured retirement plan. In this episode, builds on that foundation and talks about indexed annunities and funding methods on or above Social Security benefits to provide ongoing income through your retirement years. This is an updated version originally aired on November 16, 2020 and A...
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August 21, 2025 27 mins
#SafeMoney #JonHeischmanSr #OrganizingYourAssets
You may have multiple accounts, income streams and other assets and in this week's replay episode host Jon Heischman, Senior talks about organizing those assets as you approach 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
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August 14, 2025 27 mins
#SafeMoney #JonHeischmanSr #RothIRARules
In this week's episode host Jon Heischman, Senior talks about the rules surrounding Roth Individual Retirement 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
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August 7, 2025 27 mins
#SafeMoney #JonHeischmanSr #Distributions #IncomeStream
You have your retirement accounts in place, but in this week's episode host Jon Heischman, Senior talks about how and when to take distributions and your income stream.

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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July 31, 2025 27 mins
#SafeMoney #JonHeischmanSr #TakingSocialSecurity
In this week's episode host Jon Heischman, Senior talks about when to begin taking Social Security benefits and reasons why that start time may differ for individuals.

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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July 24, 2025 27 mins
#SafeMoney #JonHeischmanSr #IntoRetirement
You may be financially ready for retirement, but are you emotionally? Jon Heischman, Senior tackles this issue in this episode about transitioning into 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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#SafeMoney #JonHeischmanSr #Procrastination
Procrastination is one of the leading issues for those approaching retirement age and host Jon Heischman, Senior talks about strategies and methods to take 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.
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July 10, 2025 27 mins
#SafeMoney #JonHeischmanSr #DestinationRetirement
Host Jon Heischman, Senior talks about having success with clients when their destination is 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.
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#SafeMoney #JonHeischmanSr #LostSecretOfRetirementPlanning
Retirement planning may seem technical but in this episode, host Jon Heischman, Senior discusses the art and lost secret of 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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