Podcast Episodes
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Procrastination Versus Common-Sense Planning
In this episode, host Jon Heischman discusses how procrastination; in his opinion, is the single biggest issue when it comes to retiree financial pla…
2 years, 6 months ago
Implementing An Income Plan
In this episode, host Jon Heischman discusses "Implementing An Income Plan". Financial plans and income plans are related, but not excatly the same t…
2 years, 6 months ago
Retirement Decision Factors
For most of U.S. history, it was common practice for people to work up until the time when they simply could not any longer. Fast forward to today wh…
2 years, 6 months ago
Retirement Risk Awareness
In this week's episode, host Jon Heischman discusses some of the retirement risks you need to be aware of and the sooner those potential problems are…
2 years, 7 months ago
Caregivers
In this week's episode host Jon Heischman addresses preparing to be a caregiver for loved ones focusing on the key financial oversight questions to p…
2 years, 7 months ago
The Lost Secret Of Planning
Many head into retirement without a plan, but planning for your income future should begin well before you reach retiring. Host Jon Heischman talks a…
2 years, 7 months ago
Life Insurance Uses-QCDs
In this week's episode host Jon Heischman talks about life insurance as part of retirement planning and ways to bring new "life" into your old polici…
2 years, 7 months ago
Rollover And Distribution Decisions
In this episode host Jon Heischman asks, "do you know the IRA/401k rollover rules?" based on a conversation with a listener.
Whether you are leaving …
2 years, 7 months ago
Mitigating Longevity Risk
In this episode, Independent financial advisor Jon Heischman discusses longevity risk in retirement which is the number one concern among his cleints…
2 years, 8 months ago
Indexed Annuities
In each episode host Jon Heischman being a independent financial advisor discusses how to build a more secured retirement plan. In this episode, buil…
2 years, 8 months ago