Podcast Episodes
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IRA Distributions And Life Insurance
In this week's episode host Jon Heischman how to cut your tax bill from the "Jobs Act" which doubled the standard dedcution beginning in 2018. This c…
2 years, 8 months ago
Savings And Withdrawl Strategies
Host Jon Heischman presents a straight forward episode talking about "Savings and Withdrawl Strategies" for your retirement whether that being your c…
2 years, 8 months ago
The Retirement Future For Women
In this episode Jon Heischman addresses "The Retirement Future For Women". Currently, 16% of households have women as the primary income provider and…
2 years, 9 months ago
Secure Act 2.0 Hodgepodges
In this episode Jon Heischman discusses the Secure Act 2.0 as it particularly relates to required minimum distributions (RMDs) currently set at age 7…
2 years, 9 months ago
Inheriting Qualified Accounts
Baby Boomers control the greatest amount of wealth with most having some sort of qulaified account like an IRA, 401k, SEP or even TSP.
In this episod…
2 years, 9 months ago
Longevity Risk
While there many risks facing retirees; Market, Inflation, Tax, Excessive Withdrawl, Healthcare, the current number one is Longevity. Longevity risk …
2 years, 9 months ago
Women Taking On Financial Planning
In recent years Jon has noticed his primary clientele contact has shifted to women, with about 60% of his business now coming from them. Based on thi…
2 years, 10 months ago
Coloring Your Money
In this week's episode Jon Heischman talks about his "The Color of Money" model for allocating your assets to minimize risk for the conservative inve…
2 years, 10 months ago
Consider A Rollover
Jon Heischman has spoken about Rollovers several times over the years on the Safe Money & Retirement Show, but it is worth addressing again since it …
2 years, 10 months ago
Investing Today And Tax Planning
Outdated investment strategies can not only be ineffective, but also detrimental to your portfoloio. So, it is necessary to invest for today's enviro…
2 years, 10 months ago