Podcast Episodes
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Longevity Risk
While there many risks facing retirees; Market, Inflation, Tax, Excessive Withdrawl, Healthcare, the current number one is Longevity. Longevity risk …
2 years, 11 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…
3 years 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…
3 years 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 …
3 years 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Outdated investment strategies can not only be ineffective, but also detrimental to your portfoloio.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…
3 years ago
A Place For Annuities
This being Annunity Awarness Month, Jon Heischman dedicates this epsiode to dicussing annunities, including the two main reasons annunities have gott…
3 years, 1 month ago
Claiming Social Security Benefits And Life Insurance
Knowing when the right time to claim Social Security benefits in very important when planning your overall retirement strategy. In this week's epsiod…
3 years, 1 month ago
The Retirement Income Puzzle
One of the most important concerns for retirees is outliving their retirement accounts. In this epiosde Jon Heishman discusses how to mitigate this c…
3 years, 1 month ago
Employer Sponsored Plan Options
Many people take advantage of the "best game in town" by participating in their employer's 401K, 403B or TSP Plan. These are great while you are work…
3 years, 1 month ago
Involving Family In Legacy Planning
In this week's episode Jon addresses how to involve your heirs and family in your financial and estate planning. At least one person in your family; …
3 years, 1 month ago