Safe Money and Retirement

In this episode, host Jon Heischman, Senior tackles a subject many would rather not think about...building a Surviving Spouse Plans. From consolidating accounts to keeping an updated Power-of-Attorney and add the fact 80% of wives will oulive their husbands, this is an episode many "Boomers" should listen to.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.

In this episode, host Jon Heischman, Senior addresses the issue of new clients having multiple retirement accounts, how those should be consolidated and how that relates to required minimum distributions come retirement age. Plus, discussion on sequence 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.

In this episode, host Jon Heischman, Senior talks about cutting through all the information clutter as he revisists some of the questions that he has complied over the years from clients and listeners pertaining 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.

In this replay epiode, host Jon Heischman, Senior talks about Avoiding Running Out of Money in Retirement and some strategies around that topic.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.

In this episode, host Jon Heischman, Senior addresses the current feeling of Retirement Insecurity felt by the majority of people of and appraoching retirement age. Most importantly, Jon talks about what you can do to help lessen those concerns.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.

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.

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 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.

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.

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.

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.

For some reason many proscrastinate when it comes to their retirement planing. In Jon Heischman Senior's opinion, it is the number 1 enemy of retirees. Jon talks about how to get started on putting together a plan of 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.

Host Jon Heischman, Senior asks and answers What is Financial Indepence based on his opinion collected from years of experience in dealing with a wide variety of clientele from diverse backgrounds.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 how to structure your 401k into an Income Generating Annunity that is guarnateed to produce a source of income that you cannot outlive!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 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.heischmanfs.com/

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/