About this episode

Jon Heischman, Senior discusses various designations for beneficiaries and their importance in retirement and estate planning.

#SafeMoney #JonHeischmanSr #BeneficiaryDesignations In this updated episode, Jon Heischman, Senior discusses various designations for beneficiaries and the importance as relating to your retirement and estate planning. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps . Visit www.heischmanfs.com/ for additional information.

More episodes of Safe Money and Retirement

• Disappearing Pension Trends · April 9, 2026 · 9 min
• Level Of Liquidity · March 13, 2026 · 8 min
• Tax Diversification · March 5, 2026 · 7 min
• Sequence Risk | February 2026 Update · February 19, 2026 · 12 min
• Long-Term Care Coverage | Choosing Your Team · January 22, 2026 · 27 min
• Financial Security | Peace Of Mind · January 15, 2026 · 27 min

Explore listener stats, chart rankings, contacts and more on the Safe Money and Retirement podcast page.