192 episodes
Safe Money and Retirement John Heischman
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- Business
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 leisure and peace of mind you deserve.
This show will review all these matters, and offer advice on your financial future options. Call the show off-air at (888) 426-0177 with questions or comments for Jon.
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Is An Annuity Right For You
In this episode, host Jon Heischman, Senior responds to several listener requests and discusses annunities as part of a retirement plan. This topic is especially fitting as June is Annunity Awareness Month.
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. -
Adjustable Planning
In this episode, host Jon Heischman, Senior discusses how financial planners cannot predict the future, but can know with a high degreee of certainty that certain things will happen in terms of retirement investing and income. One key is adjustable 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. -
True Diversification Is Vital
True Diversification is Vital for a successful investment strategy, but knowing what that means and looks like can be confusing. Host Jon Heischman, Senior explains what true diversification means 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 Color Of Money
Host Jon Heischman, Senior discusses his asset color-coding strategy called "The Color of Money" in this episode. This system organizes your investements, savings and other assests in a visual way.
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 Plan Checklist
Host Jon Heischman, Senior returns to a longer format program in this episode and gets down to basics and discusses 'Retirement Plan Checklist".
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. -
Rollover Rules
Host Jon Heischman, Senior covers "Rollover Rules" in this episode. Rollovers are the moving assets from an employer held account in to an IRA, they can be 401k, 403b, SEP or pension 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.