/Safe Money and Retirement

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. Call the show off-air at (888) 426-0177 with questions or comments for Jon.

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An Educated Retirement | Replay

Dec 11, 2025·—

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#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...

Being Ready For Retirement

Dec 4, 2025·—

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#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...

Roth IRA Basics

Nov 25, 2025·—

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#SafeMoney #JonHeischmanSr #RothIRABasics In 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...

Social Security Retirement Strategies

Nov 20, 2025·—

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#SafeMoney #JonHeischmanSr #SocialSecurity #RetirementStrategies In this week's episode host Jon Heischman, Senior talks about several strategies including Social Security benefits as part of your overall retirement...

Tax Efficient Distributions and Too Many Accounts

Nov 6, 2025·—

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#SafeMoney #JonHeischmanSr #TaxEfficientDistributions #TooManyAccount In this week's episode host Jon Heischman, Senior takes on two interrelated topics of tax efficient distributions from your retirement accounts and...

Financial Home Makeover

Oct 30, 2025·—

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#SafeMoney #JonHeischmanSr #FinancialHomeMakeover Just 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)...

Social Security Basics

Oct 9, 2025·—

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#SafeMoney #JonHeischmanSr #SocialSecurityBasics Getting 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...

Alleviate The Anxiety

Oct 2, 2025·—

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#SafeMoney #JonHeischmanSr #AlleviateTheAnxiety Thinking 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...

Investing Styles

Sep 18, 2025·—

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#SafeMoney #JonHeischmanSr #InvestingStyles What 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...

IRA Distributions

Sep 11, 2025·—

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#SafeMoney #JonHeischmanSr #IRADistributions In this week's episode host Jon Heischman, Senior discusses IRA distributions. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA...

Allocation Time Horizon

Sep 4, 2025·—

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#SafeMoney #JonHeischmanSr #AllocationTimeHorizon In this week's episode host Jon Heischman, Senior talks about the time horizons around a retiree's goals and how to set those allocations. Call Jon at (888) 426-0177...

Indexed Annuities | Replay

Aug 28, 2025·—

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#SafeMoneyAndRetirementShow #IndexedAnnuities In each episode host Jon Heischman being a independent financial advisor discusses how to build a more secured retirement plan. In this episode, builds on that foundation...

Organizing Your Assets | Replay

Aug 21, 2025·—

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#SafeMoney #JonHeischmanSr #OrganizingYourAssets You may have multiple accounts, income streams and other assets and in this week's replay episode host Jon Heischman, Senior talks about organizing those assets as you...

Roth IRA Rules

Aug 14, 2025·—

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#SafeMoney #JonHeischmanSr #RothIRARules In this week's episode host Jon Heischman, Senior talks about the rules surrounding Roth Individual Retirement Accounts. Call Jon at (888) 426-0177 with questions, comments or to...

Distributions And Income Streams

Aug 7, 2025·—

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#SafeMoney #JonHeischmanSr #Distributions #IncomeStream You have your retirement accounts in place, but in this week's episode host Jon Heischman, Senior talks about how and when to take distributions and your income...

When To Take Social Security

Jul 31, 2025·—

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#SafeMoney #JonHeischmanSr #TakingSocialSecurity In this week's episode host Jon Heischman, Senior talks about when to begin taking Social Security benefits and reasons why that start time may differ for individuals...

Transitioning Into Retirement

Jul 24, 2025·—

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#SafeMoney #JonHeischmanSr #IntoRetirement You may be financially ready for retirement, but are you emotionally? Jon Heischman, Senior tackles this issue in this episode about transitioning into your retirement years...

Procrastination and Common-Sense Planning | Replay

Jul 17, 2025·—

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#SafeMoney #JonHeischmanSr #Procrastination Procrastination is one of the leading issues for those approaching retirement age and host Jon Heischman, Senior talks about strategies and methods to take action. Call Jon at...

Destination Retirement

Jul 10, 2025·—

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#SafeMoney #JonHeischmanSr #DestinationRetirement Host Jon Heischman, Senior talks about having success with clients when their destination is retirement! Call Jon at (888) 426-0177 with questions, comments or to get a...

The Lost Secret Of Retirement Planning

Jul 3, 2025·—

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#SafeMoney #JonHeischmanSr #LostSecretOfRetirementPlanning Retirement planning may seem technical but in this episode, host Jon Heischman, Senior discusses the art and lost secret of planning! Call Jon at (888) 426-0177...

Your Money Working For You

Jun 26, 2025·—

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#SafeMoney #JonHeischmanSr #YourMoneyWorkingForYou Host Jon Heischman, Senior discusses how to keep your money working for you during your disbursement phase (retirement). Call Jon at (888) 426-0177 with questions...

Retirement Insecurity

Jun 19, 2025·—

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#SafeMoney #JonHeischmanSr #RetirementInsecurity Host Jon Heischman, Senior discusses a recent study by the National Institute on Retirement Security and strategies that he uses that can help most clients obtain a sense...

Plan For Health Care Costs

Jun 12, 2025·—

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#SafeMoney #JonHeischmanSr #HealthCareCosts One of the biggest challenges facing retirees is the cost of health care. Host Jon Heischman, Senior addresses this issue and provides some advice and solutions. Call Jon at...

Risk Capacity And Tolerance

Jun 4, 2025·—

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#SafeMoney #JonHeischmanSr #RiskTolerance Many may have heard the term "risk tolerance" but what about "risk capacity"? Both concepts relate to financial planning and in this episode host Jon Heischman, Senior delves...

The Long-Term Care Dilemma

May 29, 2025·—

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#SafeMoney #JonHeischmanSr #LongTermCare In this new episode, host Jon Heischman, Senior discusses how long-term care effects your retirement planning. Call Jon at (888) 426-0177 with questions, comments or to get a...