Safe Money and Retirement

SafeMoney #JonHeischmanSr #TheRightAnnuityJoin host Jon Heischman, Senior as he explores how to select the right contract for an annuity investment.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 #DisappearingPensionJoin host Jon Heischman, Senior as he discusses the trend of the disappearing pension. In years past when domestic manufacturing was high, many retired on a company pension. Today some still do exist, but they few and far between.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 #LevelOfLiquidityJoin host Jon Heischman, Senior as he discusses how to access money in emergency situations without withdrawing from qualified accounts, which are meant for 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 #TaxDiversificationJoin host Jon Heischman, Senior as he discusses tax diversification as it relates 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.

#SafeMoney #JonHeischmanSr #SequenceRiskNot sure what "sequence risk" means to your retirement plan? Join host Jon Heischman, Senior in this episode as he gives an updated explanation.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 #LongTermCareMost retirees do not have a long-term care plan in place and in this episode, host Jon Heischman, Senior discusses how to make long-term care part of your retirement planning and how to assemble the right team to execute those plans.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 #FinancialSecurity #PeaceOfMindGoing into the new year, host Jon Heischman, Senior talks about financial security and how that brings about peace-of-mind all year all and into the 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.

#SafeMoney #JonHeischmanSr #ManagingMultipleAccountsIn this updated episode, Jon Heischman, Senior discusses how to manage multiple retirement and investment 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 #BeneficiaryDesignationsIn this updated episode, Jon Heischman, Senior discusses various designations for beneficiaries and the importance as relating to your retirement and estate 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 #Volatility #PortfolioManagementMarket volatility in normal but the key to mitigating that volatility is properly managing your portfolio and in this episode, host Jon Heischman, Senior discusses portfolio management in a volatile market environment.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 #LongevityRiskUpdateWhile there many risks facing retirees; Market, Inflation, Tax, Excessive Withdrawl, Healthcare, the current number one is Longevity. Longevity risk means outliving your money.Jon has covered this subject before and discusses strategies to ensure you will not outlive your retirement income in this updated 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.

#SafeMoney #JonHeischmanSr #AnEducatedrRetirementIn this week's episode host Jon Heischman, Senior talks about being educated heading into and during 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. This is from and episode that orginally aired in January of 2021.

#SafeMoney #JonHeischmanSr #ReadyForRetirementIn this week's episode host Jon Heischman, Senior talks about the preparation steps as the time of retirement approaches.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 #RothIRABasicsIn this week's episode host Jon Heischman, Senior covers the basics of a Roth IRA.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 #SocialSecurity #RetirementStrategiesIn this week's episode host Jon Heischman, Senior talks about several strategies including Social Security benefits as part of your overall retirement income and withdrawal plans.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 #TaxEfficientDistributions #TooManyAccountIn this week's episode host Jon Heischman, Senior takes on two interrelated topics of tax efficient distributions from your retirement accounts and having too many 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 #FinancialHomeMakeoverJust like your physical home, your financial home may be in need of makeover. Host Jon Heischman, Senior talks about this 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

#SafeMoney #JonHeischmanSr #SocialSecurityBasicsGetting back to retirement planning basics, host Jon Heischman, Senior covers Social Security benefits 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

#SafeMoney #JonHeischmanSr #AlleviateTheAnxietyThinking about and planning for retirement can be stressful, but in this week's episode host Jon Heischman, Senior talks about how to alleviate that anxiety.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 #InvestingStylesWhat 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.heischmanfs.com/ for additional information