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We cover a lot of topics within our podcast, and what we are covering today is one that most of our podcast listeners probably don’t think too much about, but should - their retirement nest egg. It’s crucial to keep an eye on that nest egg while you are transitioning from one job or career to another.

And to get a professional’s perspective on how to protect what you’ve saved, we welcome Jon Heischman, Sr. from Heischman Retirement Services to the podcast. Jon has over thirty years of experience, and has provided guidance and ideas to help individuals with their retirement concerns. Developing a network of local financial service professionals has provided Jon with the ability to consult with and refer to specialists when needed for the benefits of his clients. Jon is a member of the National Association of Insurance and Financial Advisors (NAIFA).

• You are transitioning from a position you have held for, say 10-15-20 or more years,and you have a 401K built up - what are your options to do with this?
• Same story, you have a 401K, and you are looking at going into business for yourself as an entrepreneur - what can you do with the 401K?
• Is it ever too late to start to build up a retirement account?
• Should you ever consider using any of your retirement account $$$ for anything but retirement use - like investing in yourself with a new business venture for yourself?
• How does life insurance come into play when you are over 50 in a career transition?
• Is Social Security a factor in this career transition?