Episodes

  • Long-Term Care Coverage | Choosing Your Team

    Long-Term Care Coverage | Choosing Your Team
    Jan 22 2026
    #SafeMoney #JonHeischmanSr #LongTermCare
    Most 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.
    Show More Show Less
    27 mins
  • Financial Security | Peace Of Mind

    Financial Security | Peace Of Mind
    Jan 15 2026
    #SafeMoney #JonHeischmanSr #FinancialSecurity #PeaceOfMind
    Going 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.
    Show More Show Less
    27 mins
  • Managing Multiple Accounts | January 2026 Update

    Managing Multiple Accounts | January 2026 Update
    Jan 8 2026
    #SafeMoney #JonHeischmanSr #ManagingMultipleAccounts
    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.
    Show More Show Less
    27 mins
  • Beneficiary Designations | December 2025 Update

    Beneficiary Designations | December 2025 Update
    Dec 30 2025
    #SafeMoney #JonHeischmanSr #BeneficiaryDesignations
    In 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.
    Show More Show Less
    27 mins
  • Portfolio Management During Volatility

    Portfolio Management During Volatility
    Dec 23 2025
    #SafeMoney #JonHeischmanSr #Volatility #PortfolioManagement
    Market 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.
    Show More Show Less
    27 mins
  • Longevity Risk | December 2025 Update

    Longevity Risk | December 2025 Update
    Dec 18 2025
    #SafeMoney #JonHeischmanSr #LongevityRiskUpdate
    While there are 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.
    Show More Show Less
    27 mins
  • An Educated Retirement | Replay

    An Educated Retirement | Replay
    Dec 11 2025
    #SafeMoney #JonHeischmanSr #AnEducatedrRetirement
    In 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 an episode that orginally aired in January of 2021.
    Show More Show Less
    27 mins
  • Being Ready For Retirement

    Being Ready For Retirement
    Dec 4 2025
    #SafeMoney #JonHeischmanSr #ReadyForRetirement
    In 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.
    Show More Show Less
    27 mins