Long-term care insurance is a vital part of planning for a secure retirement. Knowing that you have plans in place for the eventualities of aging and protecting your health after retirement will help you enjoy your time without anxiety regarding the future.

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information, go to:

http://www.HallmarkWealthPlanning.com

It is estimated that almost 50 percent of companies have no plan for if the primary business owner and operator steps away from the business. Business owners should have a plan for when they retire, move on to other ventures, or pass away unexpectedly. These plans are extremely important to ensure that the business can continue, be passed on to someone else, or possibly sold. Protect the economic value of your small business by planning. Jason shares tips to accomplish the important steps needed to develop a business succession plan that works for everyone.

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

Common Social Security Questions Answered

Social security benefits are high on everyone’s mind when it comes to retirement planning. In this episode, we touch on a few commonly held concerns.

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

Episode 9: Demystifying Credit Scores

Maintaining a good credit record is important to one’s financial health. In this episode, we break down how scores are calculated and what you can do to improve them.

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

Risk comes in many forms. Understanding what can impact your portfolio and overall financial plan can help you make good decisions. In this episode, we break down a few forms of risk, and explain how to mitigate them.

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

Education funding is an important component of a financial plan. In this episode, we break down one of the most popular methods to save for college: 529 accounts.

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information, go to:

http://www.HallmarkWealthPlanning.com

Life insurance is a vital part of a solid financial plan that many people downplay or completely overlook.

In this episode, we take a walk through the basics of the whys and hows of this important risk management tool.

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

There are many different choices when it comes to saving to build wealth. Each option offers its unique benefits and drawbacks. Today, we have so many choices that it can be confusing without some insight into each option.

In this episode, Jason Hallmark discusses the possible ways to use these options to diversify your savings across all the different savings vehicles available.

For more information, go to http://www.hallmarkwealthplanning.com