Safe Money and Retirement

#SafeMoney #JonHeischmanSr #RuleOf100 In this week's episode, host Jon Heischman, Senior talks about the "Rule of 100" in terms of planning for your retirement 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 #SavingsSurvey In this week's episode, host Jon Heischman, Senior covers a recent retirement survey from a leading life insurance provider and how it may apply to your 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 #TrendsAndChallenges In this week's episode, host Jon Heischman, Senior gives an update on trends and challenges 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.

#SafeMoney #JonHeischmanSr #SocialSecurityIncome In this week's episode, host Jon Heischman, Senior asks and answers the question, "is Social Security your missing link"; as part of your income retirement 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 #LowTaxIncome Join host Jon Heischman, Senior as he discusses how to generate income during your retirement years while keeping your tax burden low. 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 #LifeInsuranceSecondaryMarket Join host Jon Heischman, Senior as he discusses the life insurance secondary market 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..

#SafeMoney #JonHeischmanSr #TheRightAnnuity Join host Jon Heischman, Senior as he explores how to select the right contract for an annuity investment. 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 #PensionTrends Join host Jon Heischman, Senior as he discusses the trend of the disappearing pension. In years past when domestic manufacturing was high, many retired on a company pension. Today some still do exist, but they few and far between. 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 ....

#SafeMoney #JonHeischmanSr #LevelOfLiquidity Join host Jon Heischman, Senior as he discusses how to access money in emergency situations without withdrawing from qualified accounts, which are meant 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.

#SafeMoney #JonHeischmanSr #TaxDiversification Join host Jon Heischman, Senior as he discusses tax diversification as it relates 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.

#SafeMoney #JonHeischmanSr #SequenceRisk Not sure what "sequence risk" means to your retirement plan? Join host Jon Heischman, Senior in this episode as he gives an updated explanation. 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 #LongTermCare 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. 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...

#SafeMoney #JonHeischmanSr #FinancialSecurity #PeaceOfMind 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. 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 #ManagingMultipleAccounts In this updated episode, Jon Heischman, Senior discusses how to manage multiple retirement and investment 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.

#SafeMoney #JonHeischmanSr #BeneficiaryDesignations In this updated episode, Jon Heischman, Senior discusses various designations for beneficiaries and the importance as relating to your retirement and estate 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 #Volatility #PortfolioManagement 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. 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 Tra...

#SafeMoney #JonHeischmanSr #LongevityRiskUpdate 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. Jon has covered this subject before and discusses strategies to ensure you will not outlive your retirement income in this updated episode. Call Jon at (888) 426-0177 with...

#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 an episode that orginally aired in Janua...

#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.

#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

#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/ fo...

#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...

#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

#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

#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