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

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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June 26, 2025 27 mins
#SafeMoney #JonHeischmanSr #YourMoneyWorkingForYou
Host Jon Heischman, Senior discusses how to keep your money working for you during your disbursement phase (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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June 19, 2025 27 mins
#SafeMoney #JonHeischmanSr #RetirementInsecurity
Host Jon Heischman, Senior discusses a recent study by the National Institute on Retirement Security and strategies that he uses that can help most clients obtain a sense of security in their 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 informat...
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June 12, 2025 27 mins
#SafeMoney #JonHeischmanSr #HealthCareCosts
One 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.
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June 4, 2025 27 mins
#SafeMoney #JonHeischmanSr #RiskTolerance
Many 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...
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May 29, 2025 27 mins
#SafeMoney #JonHeischmanSr #LongTermCare
In 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.
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May 22, 2025 27 mins
#SafeMoney #JonHeischmanSr #RothIRAConversions
In 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.
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May 15, 2025 27 mins
#SafeMoney #JonHeischmanSr #StagesOfRetirement
In 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.


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May 9, 2025 27 mins
#SafeMoney #JonHeischmanSr #LongTermCare
In 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.
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May 2, 2025 27 mins
#SafeMoney #JonHeischmanSr #FinancialLiteracy #FinancialWellness
In 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.
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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...
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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...
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