Publishing Details
Contact & Outreach
About This Podcast
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.
Podcasting 2.0 Features
Social Media
Explore Statistics
Recent Episodes
Is Social Security Your Missing Link
#SafeMoney #JonHeischmanSr #SocialSecurityIncomeIn this week's episode, host Jon Heischman, Senior asks and answers the question, "is Social Security your missing link"; as part of your income…
Low Tax Income Planning
#SafeMoney #JonHeischmanSr #LowTaxIncomeJoin host Jon Heischman, Senior as he discusses how to generate income during your retirement years while keeping your tax burden low.Call Jon at (888)…
Life Insurance Secondary Market
#SafeMoney #JonHeischmanSr #LifeInsuranceSecondaryMarketJoin host Jon Heischman, Senior as he discusses the life insurance secondary market in this week's episode.Call Jon at (888) 426-0177 with…
Having The Right Annuity Contract
#SafeMoney #JonHeischmanSr #TheRightAnnuityJoin host Jon Heischman, Senior as he explores how to select the right contract for an annuity investment.Call Jon at (888) 426-0177 with questions,…
Disappearing Pension Trends
#SafeMoney #JonHeischmanSr #PensionTrendsJoin host Jon Heischman, Senior as he discusses the trend of the disappearing pension. In years past when domestic manufacturing was high, many retired on a…
Level Of Liquidity
#SafeMoney #JonHeischmanSr #LevelOfLiquidityJoin host Jon Heischman, Senior as he discusses how to access money in emergency situations without withdrawing from qualified accounts, which are meant…
Tax Diversification
#SafeMoney #JonHeischmanSr #TaxDiversificationJoin host Jon Heischman, Senior as he discusses tax diversification as it relates to retirement planning.Call Jon at (888) 426-0177 with questions,…
Sequence Risk | February 2026 Update
#SafeMoney #JonHeischmanSr #SequenceRiskNot sure what "sequence risk" means to your retirement plan? Join host Jon Heischman, Senior in this episode as he gives an updated explanation.Call Jon at…
Long-Term Care Coverage | Choosing Your Team
#SafeMoney #JonHeischmanSr #LongTermCareMost retirees do not have a long-term care plan in place and in this episode, host Jon Heischman, Senior discusses how to make long-term care part of your…
Financial Security | Peace Of Mind
#SafeMoney #JonHeischmanSr #FinancialSecurity #PeaceOfMindGoing into the new year, host Jon Heischman, Senior talks about financial security and how that brings about peace-of-mind all year all and…
Managing Multiple Accounts | January 2026 Update
#SafeMoney #JonHeischmanSr #ManagingMultipleAccountsIn this updated episode, Jon Heischman, Senior discusses how to manage multiple retirement and investment accounts.Call Jon at (888) 426-0177 with…
Beneficiary Designations | December 2025 Update
#SafeMoney #JonHeischmanSr #BeneficiaryDesignationsIn this updated episode, Jon Heischman, Senior discusses various designations for beneficiaries and the importance as relating to your retirement…
Portfolio Management During Volatility
#SafeMoney #JonHeischmanSr #Volatility #PortfolioManagementMarket volatility in normal but the key to mitigating that volatility is properly managing your portfolio and in this episode, host Jon…
Longevity Risk | December 2025 Update
#SafeMoney #JonHeischmanSr #LongevityRiskUpdateWhile there are many risks facing retirees; Market, Inflation, Tax, Excessive Withdrawl, Healthcare, the current number one is Longevity. Longevity risk…
An Educated Retirement | Replay
#SafeMoney #JonHeischmanSr #AnEducatedrRetirementIn this week's episode host Jon Heischman, Senior talks about being educated heading into and during retirement.Call Jon at (888) 426-0177 with…
Being Ready For Retirement
#SafeMoney #JonHeischmanSr #ReadyForRetirementIn 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…
Roth IRA Basics
#SafeMoney #JonHeischmanSr #RothIRABasicsIn 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…
Social Security Retirement Strategies
#SafeMoney #JonHeischmanSr #SocialSecurity #RetirementStrategiesIn this week's episode host Jon Heischman, Senior talks about several strategies including Social Security benefits as part of your…
Tax Efficient Distributions and Too Many Accounts
#SafeMoney #JonHeischmanSr #TaxEfficientDistributions #TooManyAccountIn this week's episode host Jon Heischman, Senior takes on two interrelated topics of tax efficient distributions from your…
Financial Home Makeover
#SafeMoney #JonHeischmanSr #FinancialHomeMakeoverJust 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…
Frequently Asked Questions
Safe Money and Retirement has published 280 episodes since June 2020, covering topics in Business, Education.
Safe Money and Retirement is currently highly active with new episodes weekly. Average episode length is 27m.
Sign up on Grep.FM to access contact details for Safe Money and Retirement, including email and social media links.
Similar Podcasts
The Ramsey Show
Ramsey Network
180 episodes
BiggerPockets Real Estate Podcast
BiggerPockets
1,317 episodes
Earn Your Leisure
iHeartPodcasts
1,482 episodes
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
1,189 episodes
How to Money
iHeartPodcasts
1,156 episodes
Money Guy Show
Brian Preston and Bo Hanson
1,298 episodes