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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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Check latest episodes from Safe Money and Retirement podcast

Social Security and Required Minimum Distributions

2026/10/16

#SafeMoney #JonHeischmanSr #SocialSecurity #RequiredMinimumDistributions In this week's episode, host Jon Heischman, Senior talks about the connection between Social Security benefits and required minimum distributions (RMDs). 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.

Managing Multiple Accounts | September 2026 Update

2026/09/18

#SafeMoney #JonHeischmanSr #ManagingMultipleAccounts Over your working years it may be easy to start several retirement related savings accounts. In 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.

Plan With Confidence

2026/08/20

#SafeMoney #JonHeischmanSr #PlanWithConfidence In this week's episode, host Jon Heischman, Senior talks about how to plan your retirement strategy with confidence. 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.

Social Security Timing and Optimizing

2026/08/06

#SafeMoney #JonHeischmanSr #SocialSecurityTimingAndOptimizing In this week's episode, host Jon Heischman, Senior talks about when to begin taking Social Security benefits with special attention to spousal distributions. 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 Rule of 100

2026/07/09

#SafeMoney #JonHeischmanSr #RuleOf100 In this week's episode, host Jon Heischman, Senior talks about the "Rule of 100" in terms of planning for your 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/ for additional information.

American Savings Survey 2026

2026/06/25

#SafeMoney #JonHeischmanSr #SavingsSurvey In this week's episode, host Jon Heischman, Senior covers a recent retirement survey from a leading life insurance provider and how it may apply to your 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.

Trends And Challenges | June 2026 Update

2026/06/13

#SafeMoney #JonHeischmanSr #TrendsAndChallenges In this week's episode, host Jon Heischman, Senior gives an update on trends and challenges 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.

Is Social Security Your Missing Link

2026/06/04

#SafeMoney #JonHeischmanSr #SocialSecurityIncome In this week's episode, host Jon Heischman, Senior asks and answers the question, "is Social Security your missing link"; as part of your income retirement 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.

Low Tax Income Planning

2026/05/27

#SafeMoney #JonHeischmanSr #LowTaxIncome Join host Jon Heischman, Senior as he discusses how to generate income during your retirement years while keeping your tax burden low. 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.

Life Insurance Secondary Market

2026/05/07

#SafeMoney #JonHeischmanSr #LifeInsuranceSecondaryMarket Join host Jon Heischman, Senior as he discusses the life insurance secondary market 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..

Having The Right Annuity Contract

2026/04/24

#SafeMoney #JonHeischmanSr #TheRightAnnuity Join 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.

Disappearing Pension Trends

2026/04/10

#SafeMoney #JonHeischmanSr #PensionTrends Join 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.

Level Of Liquidity

2026/03/13

#SafeMoney #JonHeischmanSr #LevelOfLiquidity Join 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.

Tax Diversification

2026/03/05

#SafeMoney #JonHeischmanSr #TaxDiversification Join 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.

Sequence Risk | February 2026 Update

2026/02/19

#SafeMoney #JonHeischmanSr #SequenceRisk Not 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.