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...
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Level Of Liquidity
#SafeMoney #JonHeischmanSr #LevelOfLiquidity<br />Join host Jon Heischman, Senior as he discusses how to access money in emergency siuations without withdrawling from quialified accounts; which are meant for retirement.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.
Tax Diversification
#SafeMoney #JonHeischmanSr #TaxDiversification<br />Join host Jon Heischman, Senior as he discusses tax diversification as it relates to retirement planning.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.
Sequence Risk | February 2026 Update
#SafeMoney #JonHeischmanSr #SequenceRisk<br />Not sure what "sequence risk" means to your retirement plan? Join host Jon Heischman, Senior in this episode as he gives an updated explanation.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.<br />
Long-Term Care Coverage | Choosing Your Team
#SafeMoney #JonHeischmanSr #LongTermCare<br />Most retirees do not have a long-term care plan in place and in this episode, host Jon Heischman, Senior discusses how to make long-term care part of your retirement planning and how to assemble the right team to execute those plans.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.
Financial Security | Peace Of Mind
#SafeMoney #JonHeischmanSr #FinancialSecurity #PeaceOfMind<br />Going into the new year, host Jon Heischman, Senior talks about financial security and how that brings about peace-of-mind all year all and into the future.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.
Managing Multiple Accounts | January 2026 Update
#SafeMoney #JonHeischmanSr #ManagingMultipleAccounts<br />In this updated episode, Jon Heischman, Senior discusses how to manage multiple retirement and investment accounts.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.
Beneficiary Designations | December 2025 Update
#SafeMoney #JonHeischmanSr #BeneficiaryDesignations<br />In this updated episode, Jon Heischman, Senior discusses various designations for beneficiaries and the importance as relating to your retirement and estate planning.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.
Portfolio Management During Volatility
#SafeMoney #JonHeischmanSr #Volatility #PortfolioManagement<br />Market volatility in normal but the key to mitigating that volatility is properly managing your portfolio and in this episode, host Jon Heischman, Senior discusses portfolio management in a volatile market environment.<br /><br />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.
Longevity Risk | December 2025 Update
#SafeMoney #JonHeischmanSr #LongevityRiskUpdate<br />While there are many risks facing retirees; Market, Inflation, Tax, Excessive Withdrawl, Healthcare, the current number one is Longevity. Longevity risk means outliving your money.<br /><br />Jon has covered this subject before and discusses strategies to ensure you will not outlive your retirement income in this updated episode.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.
An Educated Retirement | Replay
#SafeMoney #JonHeischmanSr #AnEducatedrRetirement<br />In this week's episode host Jon Heischman, Senior talks about being educated heading into and during retirement.<br /><br />Call Jon at (888) 426-0177 with questions, comments or to get a free copy of <b>Top 10 IRA Mistakes and How to Avoid Tax Traps</b>. Visit www.heischmanfs.com/ for additional information.<br /> <br />This is from an episode that orginally aired in January of 2021.
