Safe Money and Retirement

#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.heisch...

#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

#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

#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 origina...

#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 add...

#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

#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 infor...

#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.

#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.

#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.

#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.

#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.

#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.

#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.h...

#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.

#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...

#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.

#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.

#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.

#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.

#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.

#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, com...

#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.

#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 #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 / fo...