John Heischman

Safe Money and Retirement

Business EN ↓ 283 episodes

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 leisur...

Author

John Heischman

Category

Business

Podcast website

www.heischmanfs.com

Latest episode

Jul 9, 2026

Where to listen?

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Episodes

Don't Fail To Plan 28.03.2025

#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.

Simple Building Blocks 21.03.2025

#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.

Retirement Income Generation 13.03.2025

#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.

Turning Assets Into Income | Replay 07.03.2025

#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.

Caregivers | Replay 28.02.2025

#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...

Retirement Money Questions 21.02.2025

#SafeMoneyAndRetirementShow #RetirementMoneyQuestions We are awash in information; some of it useful, most of it not. Host Jon Heischman, Senior breaks through the clutter when it comes to retirement money questions 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 ad...

Time Horizons 14.02.2025

#SafeMoneyAndRetirementShow #TimeHorizons Time horizons vary depending on the age and goal of the retirement investor, along with how assets are to be allocated. Host Jon Heischman, Senior discusses this topic 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 addition...

Getting A Second Opinion 07.02.2025

#SafeMoneyAndRetirementShow #GettingASecondOpinion Relationships are key in retirement planning, but host Jon Heischman, Senior talks about considering getting a second opinion as you approach retirement to ensure you are maximizing your benefits. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of T op 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com...

Longevity Concerns | Moving Accounts Properly 31.01.2025

#SafeMoneyAndRetirementShow #LongevityConcerns  Host Jon Heischman, Senior talks about longevity concerns and how to properly move your retirement accounts around. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of T op 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com / for additional information.

Planning You Deserve | Replay 24.01.2025

#SafeMoneyAndRetirementShow #PlanningYouDeserve Jon Heischman, Senior shares infomation about consistent and regular on-going planning is essential to keep your long term goals on track, in this replay 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.

Risk And Fee Awareness 17.01.2025

#SafeMoneyAndRetirementShow #RiskAndFees Host Jon Heischman, Senior discusses the risks and any possible associated fees relating 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.

Do You Have Financial Independence? 10.01.2025

#SafeMoneyAndRetirementShow #FinancialIndependence Host Jon Heischman, Senior talks about the goal in retirement is to have financial security and peace-of-mind. If you achieve this it means you have financial independence! Call Jon at (888) 426-0177 with questions, comments or to get a free copy of T op 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com / for additional inform...

The Art Of Annuity Planning 03.01.2025

#SafeMoneyAndRetirementShow #AnnuityPlanning Host Jon Heischman, Senior discucces the Art of Annunity Planning as part of a retirement plan in this episode. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of T op 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com / for additional information.

Don't Hope So, Make A Plan | Replay 24.12.2024

#SafeMoneyAndRetirementShow #MakeAPlan Don't leave your retirement up to chance and hope, make a plan. Host Jon Heischman, Senior covers steps to take in this replay episode. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of T op 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com / for additional information.

Roth Rules 19.12.2024

#SafeMoneyAndRetirementShow #RothIRA In this episode, host Jon Heischman, Senior talks about the rules surrounding Roth IRAs. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of T op 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com / for additional information.

6 Losses To Avoid 12.12.2024

In this episode, host Jon Heischman, Senior discusses the six types of losses that can occur during retiremet and talks about strategies on how to mitigate or eliminate them. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of T op 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com / for additional information.

Keeping Your Retirement Plan Current | Replay 05.12.2024

In this replay episode, host Jon Heischman, Senior discusses methods for keeping your retirement plan current. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of T op 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com / for additional information.

Account Consolidation 29.11.2024

#SafeMoney #JonHeischmanSr #TooManyAccounts #AccountConsolidation Too many retirment accounts? Yes, that can be an issue and host Jon Hesichman, Senior discusses that topic along with some attractive interest rate plans offering shorter term, high yield, tax-deferred returns. 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...

Imagine Retirement Budget Fun 22.11.2024

#SafeMoney #JonHeischmanSr #ImagineRetirement If you are approaching or just recently retired, host Jon Heischman, Senior discusses what the reirement lifestyle is like and that the key to it is having enough income to maintain that lifestyle. 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...

A Protected Portfolio and Proper Rollovers 15.11.2024

#SafeMoney #JonHeischmanSr #ProtectedPortfolio In this episode Jon Heischman, Senior focuses on two aspects of retirement planning, a protected portfolio and proper rollovers. 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.

Just Start Planning | Replay 08.11.2024

In this replay episode, host Jon Heischman, Senior talks about how to get started in planning your financial 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.

Asset Allocation Safety 01.11.2024

#SafeMoney #JonHeischmanSr #AssetAllocationSafety You have worked hard to build your retirement and in this episode, host Jon Heischman, Senior talks about how to safely allocate those assets. 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. .

Year End Tax Strategies 25.10.2024

#SafeMoney #JonHeischmanSr #YearEndTaxStategies Another year is whinding-down and time to prepare for Year End Tax Strategies and host Jon Heischman, Senior covers that subject in this 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.

The Future Of Retirement Planning 18.10.2024

#SafeMoney #JonHeischmanSr #FutureOfRetirementPlanning There is much uncertainty and instability in the economy these days; especially in a pivotal Presidential election year, but host Jon Heishman, Senior gives a mature, experienced analysis of the Future of Retirment 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 T...

Colors Model Of Investing 11.10.2024

#SafeMoney #JonHeischmanSr #ColorModelOfInvesting In this episode, host Jon Heischman, Senior talks about the color modeling method of investment 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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