Safe Money and Retirement

Host Jon Heischman, Senior talks about how to preserve your qulaified money so it lasts through retirement. This invested money will now become your 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.

Host Jon Heischman, Senior covers Required Minimum Distributions (RMDs) and how to plan for and handle them for those at or approaching retirement age 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.

Host Jon Heischman, Senior talks about reitrement withdrawal strategies 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.

Host Jon Heischman, Senior asks and answers "Are You Retirement Ready?" pariculary concering Roth IRA Conversions. 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.

Host Jon Heischman, Senior talks about his years of experience when dealing with clients' "Retirement Planning Mistakes". Many, at some point, wish they had done some things different with their planning...whether that be "more aggressive" or "more conservative". 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....

It is the start of a New Year, but that also brings tax season! In this episode host, Jon Heischman, Senior discusses "The Art of Retirement Tax 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/

Host Jon Heischman, Senior shares some strategies to help give your retirement plan "Recession Protection". 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/

Host Jon Heischman, Senior discusses another important aspect of retiremnet planning and that is funding long-term care. 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/

In this episode, host Jon Heischman, Senior talks about the importance of diversifying your retirement asset portfolio. 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/

In this episode your host, Jon Heischman, Senior discusses how you will need to prepare and decide how to handle the rollover of your 401k and/or pension plan for 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/

The popularity of annunities has exploded in recent years. In this episode titled " Benefits of Annuities ", host Jon Heischman, Senior discusses how annunities help address the number one concern among retirees...the longevity risk...or in other words, outliving your money! 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...

With all the changes in the tax code, in this episode, Jon Heischman, Senior addresses Retirement Tax Considerations . 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/

In this episode, Jon Heischman, Senior goes over the basics of an " Accounts Review "." At-Risk " investments are not under management and at risk in the market, while " Safe-Money " is under management based a level of client risk tolerance. 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/

Just like planning a trip, you need to know your starting point and where you want to go; so it is with financial planning. In this week's episode titled "Keeping Your Plan Fine Tuned" , host Jon Heischman, Sr. goes over this concept. 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/

Millions of Americans go into retirement with the hope they will get by rather than having a plan in place. Don't leave your retirement years up to chance! In this episode, host Jon Heischman, Sr. discusses how to put a plan in place. 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/

In this episode, host Jon Heischman discusses how procrastination; in his opinion, is the single biggest issue when it comes to retiree financial planning. Jon offers advice on how to turn that inaction in to common-sense 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/

In this episode, host Jon Heischman discusses " Implementing An Income Plan ". Financial plans and income plans are related, but not excatly the same thing. Those two elements work together making up a full financial plan. However, in some cases an income plan is built without having a full finanical plan in place. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10...

For most of U.S. history, it was common practice for people to work up until the time when they simply could not any longer. Fast forward to today where 45% of those aged 65 are retired and with life expectancy, the need for a longer term plan is necessary. Host Jon Heischman discusses " Retirement Decision Factors " in this episode. Call Jon at (888) 426-0177 with questions, comments or to get a...

In this week's episode, host Jon Heischman discusses some of the retirement risks you need to be aware of and the sooner those potential problems are addressed, the better off you will be in 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/

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 T op 10 IRA Mistakes and How to Avoid Tax Traps or the list...

Many head into retirement without a plan, but planning for your income future should begin well before you reach retiring. Host Jon Heischman talks about "The Lost Secret of Planning" 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/

In this week's episode host Jon Heischman talks about life insurance as part of retirement planning and ways to bring new "life" into your old policies. 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/

In this episode host Jon Heischman asks, "do you know the IRA/401k rollover rules?" based on a conversation with a listener. Whether you are leaving an employer with a 401k or offered a pension plan buyout, you need to make sure the course of action you take is in your best interests since there is not one rule-of-thumb for everyone. You need an advisor like Jon to help you through the rollover pr...

In this episode, Independent financial advisor Jon Heischman discusses longevity risk in retirement which is the number one concern among his cleints. 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/

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 thorugh your retirement years. To contact Jon after the show with your questions or comments, call (888) 426-01...