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Safe Money and Retirement: Daily Summaries Delivered
by John Heischman
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 weeks ago6 min
Social Security and Required Minimum Distributions
#SafeMoney #JonHeischmanSr #SocialSecurity #RequiredMinimumDistributionsIn 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.
- Sep 18, 20269 min
Managing Multiple Accounts | September 2026 Update
#SafeMoney #JonHeischmanSr #ManagingMultipleAccountsOver 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.
- Aug 20, 202613 min
Plan With Confidence
#SafeMoney #JonHeischmanSr #PlanWithConfidenceIn 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.
- Aug 6, 202612 min
Social Security Timing and Optimizing
#SafeMoney #JonHeischmanSr #SocialSecurityTimingAndOptimizingIn 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.
- Jul 9, 20268 min
The Rule of 100
#SafeMoney #JonHeischmanSr #RuleOf100In 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.
- Jun 25, 202610 min
American Savings Survey 2026
#SafeMoney #JonHeischmanSr #SavingsSurveyIn 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.
- Jun 13, 202610 min
Trends And Challenges | June 2026 Update
#SafeMoney #JonHeischmanSr #TrendsAndChallengesIn 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.
- Jun 4, 20269 min
Is Social Security Your Missing Link
#SafeMoney #JonHeischmanSr #SocialSecurityIncomeIn 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.
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About Safe Money and Retirement
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.
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