Podcast Episodes
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Life Insurance Secondary Market
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Join host Jon Heischman, Senior as he discusses the life insuraance secondary market in this week's episode.…
9 hours ago
Having The Right Annuity Contract
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Join host Jon Heischman, Senior as he explores how to select the right contract for an annuity investment.…
2 weeks ago
Disappearing Pension Trends
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Join host Jon Heischman, Senior as he discusses the trend of the disappearing pension. In years past wh…
4 weeks ago
Level Of Liquidity
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Join host Jon Heischman, Senior as he discusses how to access money in emergency situations without withd…
1 month, 3 weeks ago
Tax Diversification
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Join host Jon Heischman, Senior as he discusses tax diversification as it relates to retirement plannin…
2 months ago
Sequence Risk | February 2026 Update
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Not sure what "sequence risk" means to your retirement plan? Join host Jon Heischman, Senior in this episode …
2 months, 2 weeks ago
Long-Term Care Coverage | Choosing Your Team
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Most retirees do not have a long-term care plan in place and in this episode, host Jon Heischman, Senior disc…
3 months, 2 weeks ago
Financial Security | Peace Of Mind
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Going into the new year, host Jon Heischman, Senior talks about financial security and how …
3 months, 3 weeks ago
Managing Multiple Accounts | January 2026 Update
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In this updated episode, Jon Heischman, Senior discusses how to manage multiple retirement and in…
3 months, 4 weeks ago
Beneficiary Designations | December 2025 Update
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In this updated episode, Jon Heischman, Senior discusses various designations for beneficiaries an…
4 months, 1 week ago