The Wealth Planning Podcast with Jason Hallmark https://thewealthplanningpodcast.podbean.com Financial planner and managing partner of Hallmark Wealth Planning, Jason Hallmark, takes an in-depth look at financial issues that affect everyone, from planning for life changes, to managing the wealth you’ve already accumulated. Financial literacy is at the heart of every episode. Fri, 24 Jul 2026 10:41:40 -0400 https://podbean.com/?v=5.5 en us Copyright 2025 All rights reserved. Education:Self-Improvement 1440 episodic Jason Hallmark Jason Hallmark No false https://pbcdn1.podbean.com/imglogo/image-logo/20361011/Screenshot_2025-03-11_at_21735_PM_jcqxph.png The Wealth Planning Podcast with Jason Hallmark https://thewealthplanningpodcast.podbean.com 144 144 S3-E4: AI is your New Financial Advisor… or is it? S3-E4: AI is your New Financial Advisor… or is it? https://thewealthplanningpodcast.podbean.com/e/s3-e4-is-ai-the-future-of-investing/ https://thewealthplanningpodcast.podbean.com/e/s3-e4-is-ai-the-future-of-investing/#comments Fri, 24 Jul 2026 10:41:40 -0400 thewealthplanningpodcast.podbean.com/49157dbe-cdb3-367e-b463-928d14218cee Artificial Intelligence is rapidly gaining use in all areas of life today, and many people are turning to AI applications to help them make financial decisions. In this episode, we discuss the benefits and drawbacks of using AI in the financial planning process.

©2026 Jason Hallmark Wealth Planning. All rights reserved.

Hosted by Jason Hallmark

For more information, go to:

http://www.HallmarkWealthPlanning.com

 

 

 

]]> Artificial Intelligence is rapidly gaining use in all areas of life today, and many people are turning to AI applications to help them make financial decisions. In this episode, we discuss the benefits and drawbacks of using AI in the financial planning process.

©2026 Jason Hallmark Wealth Planning. All rights reserved.

Hosted by Jason Hallmark

For more information, go to:

http://www.HallmarkWealthPlanning.com

 

 

 

]]> Jason Hallmark false No 917 25 full S3 - E3 Jason Hallmark - Real Estate Questions Answered, Part 3 of 3: Becoming A Real Estate Investor: How to Buy Your First Rental Property S3 - E3 Jason Hallmark - Real Estate Questions Answered, Part 3 of 3: Becoming A Real Estate Investor: How to Buy Your First Rental Property https://thewealthplanningpodcast.podbean.com/e/s3-e3-jason-hallmark-real-estate-questions-answered-part-3-of-3/ https://thewealthplanningpodcast.podbean.com/e/s3-e3-jason-hallmark-real-estate-questions-answered-part-3-of-3/#comments Fri, 17 Jul 2026 11:43:09 -0400 thewealthplanningpodcast.podbean.com/999c95f6-2381-370c-a942-b0d81363b973 In our final installment in this series, Jason Hallmark and Ryan Davis discuss whether rental property investing is right for someone, what it realistically takes to get started, and how to avoid common beginner mistakes.

Contact Ryan Davis for your Real Estate Needs.  ryandavishomes@gmail.com (937) 657-8805 

Buyer segment:

https://ryandavis.navxrealty.com/your-new-home-search

Seller segment:

https://ryandavis.navxrealty.com/home-value

©2026 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. 

]]> In our final installment in this series, Jason Hallmark and Ryan Davis discuss whether rental property investing is right for someone, what it realistically takes to get started, and how to avoid common beginner mistakes.

Contact Ryan Davis for your Real Estate Needs.  ryandavishomes@gmail.com (937) 657-8805 

Buyer segment:

https://ryandavis.navxrealty.com/your-new-home-search

Seller segment:

https://ryandavis.navxrealty.com/home-value

©2026 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. 

]]> Jason Hallmark false No 1091 24 full S3 - E2: Real Estate Questions Answered - Part 2 of 3: Selling a Home S3 - E2: Real Estate Questions Answered - Part 2 of 3: Selling a Home https://thewealthplanningpodcast.podbean.com/e/s3-e2-real-estate-selling-a-home/ https://thewealthplanningpodcast.podbean.com/e/s3-e2-real-estate-selling-a-home/#comments Fri, 10 Jul 2026 14:47:24 -0400 thewealthplanningpodcast.podbean.com/f617bc64-6ad3-3eb3-b13b-717f5f585d15 In this, the second of three episodes, Jason Hallmark and Ryan Davis of NavX Realty discuss how to prepare your home for sale, and good strategies you may need to attract offers from quality buyers.    

Contact Ryan Davis for your Real Estate Needs.  ryandavishomes@gmail.com (937) 657-8805 

Buyer segment:

https://ryandavis.navxrealty.com/your-new-home-search

Seller segment:

https://ryandavis.navxrealty.com/home-value

©2026 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

]]> In this, the second of three episodes, Jason Hallmark and Ryan Davis of NavX Realty discuss how to prepare your home for sale, and good strategies you may need to attract offers from quality buyers.    

Contact Ryan Davis for your Real Estate Needs.  ryandavishomes@gmail.com (937) 657-8805 

Buyer segment:

https://ryandavis.navxrealty.com/your-new-home-search

Seller segment:

https://ryandavis.navxrealty.com/home-value

©2026 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

]]> Jason Hallmark false No 1010 23 full S3-E1: Real Estate Questions Answered - Part 1 of 3 Buying a home S3-E1: Real Estate Questions Answered - Part 1 of 3 Buying a home https://thewealthplanningpodcast.podbean.com/e/real-estate-questions-answered-with-guest-ryan-davis-of-navx-realty-part-1-of-3/ https://thewealthplanningpodcast.podbean.com/e/real-estate-questions-answered-with-guest-ryan-davis-of-navx-realty-part-1-of-3/#comments Fri, 03 Jul 2026 07:48:00 -0400 thewealthplanningpodcast.podbean.com/b1300802-b115-3312-b18b-8b3c4589cc30 In this, the first of three episodes, Jason Hallmark and Ryan Davis of NavX Realty discuss how to know when you are ready financially for a new home purchase and the steps involved in getting the right house and financing for your needs.  

Contact Ryan Davis for your Real Estate Needs.  ryandavishomes@gmail.com (937) 657-8805 

Buyer segment:

https://ryandavis.navxrealty.com/your-new-home-search

Seller segment:

https://ryandavis.navxrealty.com/home-value

©2026 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

]]> In this, the first of three episodes, Jason Hallmark and Ryan Davis of NavX Realty discuss how to know when you are ready financially for a new home purchase and the steps involved in getting the right house and financing for your needs.  

Contact Ryan Davis for your Real Estate Needs.  ryandavishomes@gmail.com (937) 657-8805 

Buyer segment:

https://ryandavis.navxrealty.com/your-new-home-search

Seller segment:

https://ryandavis.navxrealty.com/home-value

©2026 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

]]> Jason Hallmark false No 985 22 full S2- E9: Tax Kung Fu: Net Unrealized Appreciation S2- E9: Tax Kung Fu: Net Unrealized Appreciation https://thewealthplanningpodcast.podbean.com/e/s2-e9-tax-kung-fu-net-unrealized-appreciation/ https://thewealthplanningpodcast.podbean.com/e/s2-e9-tax-kung-fu-net-unrealized-appreciation/#comments Fri, 09 Jan 2026 11:26:59 -0500 thewealthplanningpodcast.podbean.com/9e616634-8989-33be-856d-5b6c1db6a60f Do you have the option to allocate some of your 401k dollars to buying your own company stock? If so, when you retire, you have an opportunity for some additional tax efficiency. In this episode, Jason breaks down the Net Unrealized Appreciation tax rules.

 

©2026 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Do you have the option to allocate some of your 401k dollars to buying your own company stock? If so, when you retire, you have an opportunity for some additional tax efficiency. In this episode, Jason breaks down the Net Unrealized Appreciation tax rules.

 

©2026 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Jason Hallmark false No 657 21 full S2-E8: Wealth and Business Planning with Jason Hallmark & special Guest Gery Deer of GLD Communications S2-E8: Wealth and Business Planning with Jason Hallmark & special Guest Gery Deer of GLD Communications https://thewealthplanningpodcast.podbean.com/e/s2-e8-gld-communications-and-jason-hallmark-wealth-and-business-planning/ https://thewealthplanningpodcast.podbean.com/e/s2-e8-gld-communications-and-jason-hallmark-wealth-and-business-planning/#comments Fri, 19 Dec 2025 07:35:00 -0500 thewealthplanningpodcast.podbean.com/a78d5673-585c-3890-bb43-e2d7d78868f3 Jason Hallmark welcomes Gery Deer of GLD Communications, a strategic marketing and critical communications company to discuss business strategies and what to do to get the best return on investment for your business from a marketing and advertising perspective. 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Jason Hallmark welcomes Gery Deer of GLD Communications, a strategic marketing and critical communications company to discuss business strategies and what to do to get the best return on investment for your business from a marketing and advertising perspective. 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Jason Hallmark false No 1272 20 full S2-E7: Retirement Planning with Jason Hallmark S2-E7: Retirement Planning with Jason Hallmark https://thewealthplanningpodcast.podbean.com/e/s2-e7-retirement-planning/ https://thewealthplanningpodcast.podbean.com/e/s2-e7-retirement-planning/#comments Wed, 03 Dec 2025 09:00:22 -0500 thewealthplanningpodcast.podbean.com/a5334e7c-5639-3fae-ad39-ba52b2328717 Jason Hallmark covers an overview of the basic types of retirement planning options available for different-sized businesses, including traditional IRAs, Roth plans, and SEP IRAs.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark covers an overview of the basic types of retirement planning options available for different-sized businesses, including traditional IRAs, Roth plans, and SEP IRAs.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 896 19 full S2-E6: Tax Planning with Jason Hallmark and special guest, Stephen Updegraff- Part 3 of 3 S2-E6: Tax Planning with Jason Hallmark and special guest, Stephen Updegraff- Part 3 of 3 https://thewealthplanningpodcast.podbean.com/e/s2-e6-part-3-of-3/ https://thewealthplanningpodcast.podbean.com/e/s2-e6-part-3-of-3/#comments Fri, 03 Oct 2025 14:10:00 -0400 thewealthplanningpodcast.podbean.com/5ec785f4-b301-3be5-8ab3-347b84da1290 Concluding our three-part series on tax planning, Jason and special guest, Stephen Updegraff, EA from UAI Accounting and Tax, discuss more provisions in the “One Big Beautiful Bill”, and the planning opportunities that are now available.

Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes.  Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio.  He has over 20 years of experience and shares his vast knowledge with Jason Hallmark.  

Disclaimer 1: Guest commentary on this program is not intended as, nor representative of, legal, tax, or accounting advice.  Please consult a tax professional for assistance with your particular situation.  

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Concluding our three-part series on tax planning, Jason and special guest, Stephen Updegraff, EA from UAI Accounting and Tax, discuss more provisions in the “One Big Beautiful Bill”, and the planning opportunities that are now available.

Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes.  Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio.  He has over 20 years of experience and shares his vast knowledge with Jason Hallmark.  

Disclaimer 1: Guest commentary on this program is not intended as, nor representative of, legal, tax, or accounting advice.  Please consult a tax professional for assistance with your particular situation.  

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Jason Hallmark false No 996 18 full S2-E5: Tax Planning with Jason Hallmark and special guest, Stephen Updegraff- Part 2 of 3 S2-E5: Tax Planning with Jason Hallmark and special guest, Stephen Updegraff- Part 2 of 3 https://thewealthplanningpodcast.podbean.com/e/s2-tax-planning-with-jason-hallmark-and-special-guest-stephen-updegraff-part-2-of-3/ https://thewealthplanningpodcast.podbean.com/e/s2-tax-planning-with-jason-hallmark-and-special-guest-stephen-updegraff-part-2-of-3/#comments Fri, 26 Sep 2025 07:12:00 -0400 thewealthplanningpodcast.podbean.com/13ccd17c-339d-326a-aa97-37dba62eea11 Continuing our discussion with Stephen Updegraff of UAI Accounting and Tax, we explore some of the tax code changes and new opportunities in the recently passed “One Big Beautiful Bill”.

Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes.  Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio.  He has over 20 years of experience and shares his vast knowledge with Jason Hallmark on this, the first of another 3-part series this season.

Disclaimer 1: Guest commentary on this program is not intended as, nor representative of, legal, tax, or accounting advice.  Please consult a tax professional for assistance with your particular situation.  

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Continuing our discussion with Stephen Updegraff of UAI Accounting and Tax, we explore some of the tax code changes and new opportunities in the recently passed “One Big Beautiful Bill”.

Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes.  Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio.  He has over 20 years of experience and shares his vast knowledge with Jason Hallmark on this, the first of another 3-part series this season.

Disclaimer 1: Guest commentary on this program is not intended as, nor representative of, legal, tax, or accounting advice.  Please consult a tax professional for assistance with your particular situation.  

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Jason Hallmark false No 902 17 full S2-E4: Tax Planning with Jason Hallmark and special guest, Stephen Updegraff - Part 1 of 3 S2-E4: Tax Planning with Jason Hallmark and special guest, Stephen Updegraff - Part 1 of 3 https://thewealthplanningpodcast.podbean.com/e/s2-e4-steven-updegraff-of-uai-accounting-and-jason-hallmark-part-1-of-3/ https://thewealthplanningpodcast.podbean.com/e/s2-e4-steven-updegraff-of-uai-accounting-and-jason-hallmark-part-1-of-3/#comments Tue, 16 Sep 2025 15:08:26 -0400 thewealthplanningpodcast.podbean.com/bfc6af2a-88de-3983-bee9-8bce3efe4049 Jason is joined by Stephen Updegraff, EA of UAI Accounting and Tax Services to discuss the importance of tax planning.

Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes.  Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio.  He has over 20 years of experience and shares his vast knowledge with Jason Hallmark on this, the first of another 3-part series this season.

Disclaimer 1: Guest commentary on this program is not intended as, nor representative of, legal, tax, or accounting advice.  Please consult a tax professional for assistance with your particular situation.  

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason is joined by Stephen Updegraff, EA of UAI Accounting and Tax Services to discuss the importance of tax planning.

Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes.  Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio.  He has over 20 years of experience and shares his vast knowledge with Jason Hallmark on this, the first of another 3-part series this season.

Disclaimer 1: Guest commentary on this program is not intended as, nor representative of, legal, tax, or accounting advice.  Please consult a tax professional for assistance with your particular situation.  

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 902 16 full S2-E3: Estate Planning with Jason Hallmark and special guest, Jacob Frizado - Part 3 of 3 S2-E3: Estate Planning with Jason Hallmark and special guest, Jacob Frizado - Part 3 of 3 https://thewealthplanningpodcast.podbean.com/e/s2-e3-jason-hallmark-trusts-and-estate-planning-part-3-of-3/ https://thewealthplanningpodcast.podbean.com/e/s2-e3-jason-hallmark-trusts-and-estate-planning-part-3-of-3/#comments Fri, 29 Aug 2025 07:13:00 -0400 thewealthplanningpodcast.podbean.com/65ca79a9-2375-3391-9c37-d0ace314b077 Today, Jason Hallmark has a special guest, Jacob Frizado, an estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area. 

Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, Powers of Attorney, and various issues that may arise when preparing these documents involved in both estate and succession planning.

**Nothing stated by anyone on this podcast should be construed as legal advice. All situations discussed in this podcast are based on hypothetical situations. If you require legal assistance, please reach out to an attorney licensed to practice in your state.**

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

]]> Today, Jason Hallmark has a special guest, Jacob Frizado, an estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area. 

Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, Powers of Attorney, and various issues that may arise when preparing these documents involved in both estate and succession planning.

**Nothing stated by anyone on this podcast should be construed as legal advice. All situations discussed in this podcast are based on hypothetical situations. If you require legal assistance, please reach out to an attorney licensed to practice in your state.**

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

]]> Jason Hallmark false No 1234 15 full S2-E2: Estate Planning with Jason Hallmark and special guest, Jacob Frizado - Part 2 of 3 S2-E2: Estate Planning with Jason Hallmark and special guest, Jacob Frizado - Part 2 of 3 https://thewealthplanningpodcast.podbean.com/e/s2_e2_jason-hallmark-wealth-planning-podcast-estate-planning-with-special-guest-jacob-frizado/ https://thewealthplanningpodcast.podbean.com/e/s2_e2_jason-hallmark-wealth-planning-podcast-estate-planning-with-special-guest-jacob-frizado/#comments Fri, 15 Aug 2025 06:48:00 -0400 thewealthplanningpodcast.podbean.com/d97cc426-2471-361f-ac2f-b5871ec05f37 ESTATE planning - Part 2 of 3 

Today, Jason Hallmark has a special guest, Jacob Frizado, estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area. 

Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, trusts, Powers of Attorney, and various other issues that may arise when preparing these documents.  They will also discuss the processes involved in both estate and succession planning.

**Nothing stated by anyone on this podcast should be construed as legal advice. All situations discussed in this podcast are based on hypothetical situations. If you require legal assistance, please reach out to an attorney licensed to practice in your state.**

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information, go to www.gldcommunications.com

 

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> ESTATE planning - Part 2 of 3 

Today, Jason Hallmark has a special guest, Jacob Frizado, estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area. 

Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, trusts, Powers of Attorney, and various other issues that may arise when preparing these documents.  They will also discuss the processes involved in both estate and succession planning.

**Nothing stated by anyone on this podcast should be construed as legal advice. All situations discussed in this podcast are based on hypothetical situations. If you require legal assistance, please reach out to an attorney licensed to practice in your state.**

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information, go to www.gldcommunications.com

 

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

]]> Jason Hallmark false No 764 14 full S2-E1: Estate Planning with Jason Hallmark and special guest, Jacob Frizado - Part 1 of 3 S2-E1: Estate Planning with Jason Hallmark and special guest, Jacob Frizado - Part 1 of 3 https://thewealthplanningpodcast.podbean.com/e/s2-e14-estate-planning-with-jason-hallmark-and-special-guest-jacob-frizado/ https://thewealthplanningpodcast.podbean.com/e/s2-e14-estate-planning-with-jason-hallmark-and-special-guest-jacob-frizado/#comments Fri, 01 Aug 2025 06:46:00 -0400 thewealthplanningpodcast.podbean.com/70b7c71b-4066-33c0-961d-bb1fda2aefa1 Today, Jason Hallmark has a special guest, Jacob Frizado, an estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area. 

Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, Powers of Attorney, and various issues that may arise when preparing these documents involved in both estate and succession planning.

**Nothing stated by anyone on this podcast should be construed as legal advice. All situations discussed in this podcast are based on hypothetical situations. If you require legal assistance, please reach out to an attorney licensed to practice in your state.**

 

Jason Hallmark 

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

©2025 Hallmark Wealth Planning

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

 

]]> Today, Jason Hallmark has a special guest, Jacob Frizado, an estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area. 

Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, Powers of Attorney, and various issues that may arise when preparing these documents involved in both estate and succession planning.

**Nothing stated by anyone on this podcast should be construed as legal advice. All situations discussed in this podcast are based on hypothetical situations. If you require legal assistance, please reach out to an attorney licensed to practice in your state.**

 

Jason Hallmark 

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

©2025 Hallmark Wealth Planning

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

 

]]> Jason Hallmark false No 1025 13 full S1:E12- Long-term Care Insurance S1:E12- Long-term Care Insurance https://thewealthplanningpodcast.podbean.com/e/s1e12-long-term-care-insurance/ https://thewealthplanningpodcast.podbean.com/e/s1e12-long-term-care-insurance/#comments Fri, 27 Jun 2025 07:46:00 -0400 thewealthplanningpodcast.podbean.com/cda22f6d-90cb-3e0b-a1b7-a8f9fcb34d36 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.  

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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.  

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 861 12 full S1-E11: Succession Planning S1-E11: Succession Planning https://thewealthplanningpodcast.podbean.com/e/s1-e11-succession-planning/ https://thewealthplanningpodcast.podbean.com/e/s1-e11-succession-planning/#comments Fri, 20 Jun 2025 16:35:47 -0400 thewealthplanningpodcast.podbean.com/136174c3-741b-30e0-a131-5f5e280558a0 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.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

©2025 Jason Hallmark Wealth Planning

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

©2025 Jason Hallmark Wealth Planning

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 1123 11 full S1-E10: Common Social Security Questions Answered S1-E10: Common Social Security Questions Answered https://thewealthplanningpodcast.podbean.com/e/s1-e10-common-social-security-questions-answered/ https://thewealthplanningpodcast.podbean.com/e/s1-e10-common-social-security-questions-answered/#comments Mon, 09 Jun 2025 14:00:52 -0400 thewealthplanningpodcast.podbean.com/0c9cab3f-6680-34a7-8d29-f9b5bbd61f2c 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.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 839 10 full S1-E9 Demystifying Credit Scores S1-E9 Demystifying Credit Scores https://thewealthplanningpodcast.podbean.com/e/s1-e9-understanding-credit-scores/ https://thewealthplanningpodcast.podbean.com/e/s1-e9-understanding-credit-scores/#comments Thu, 29 May 2025 13:32:14 -0400 thewealthplanningpodcast.podbean.com/a4cec65e-4bed-3c31-9383-faaaafd09873 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.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

]]> 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.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

 

]]> 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. Jason Hallmark false No 905 1 9 full S1:E8 - Understanding Risk S1:E8 - Understanding Risk https://thewealthplanningpodcast.podbean.com/e/s1e8-risk-wealth-management/ https://thewealthplanningpodcast.podbean.com/e/s1e8-risk-wealth-management/#comments Mon, 05 May 2025 13:49:25 -0400 thewealthplanningpodcast.podbean.com/d70be6bf-37ec-3126-8f7a-b038347a5145 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.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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. Jason Hallmark false No 886 1 8 full S1-E7: College Savings Plans - Choosing a 529 Account S1-E7: College Savings Plans - Choosing a 529 Account https://thewealthplanningpodcast.podbean.com/e/college-savings-plans-choosing-a-529-account/ https://thewealthplanningpodcast.podbean.com/e/college-savings-plans-choosing-a-529-account/#comments Mon, 28 Apr 2025 11:56:01 -0400 thewealthplanningpodcast.podbean.com/5fb6be18-e8ee-34dd-9184-6f1c7a560e7f 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.

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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.

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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 Jason Hallmark false No 820 1 7 full S1-E6: Life Insurance S1-E6: Life Insurance https://thewealthplanningpodcast.podbean.com/e/life-insurance/ https://thewealthplanningpodcast.podbean.com/e/life-insurance/#comments Fri, 11 Apr 2025 08:00:00 -0400 thewealthplanningpodcast.podbean.com/4c6bd031-7378-3703-b4d7-bed0c6344d20 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.

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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.

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 1218 6 full S1-E5: Saving Wisely S1-E5: Saving Wisely https://thewealthplanningpodcast.podbean.com/e/s1-e5-saving-wisely/ https://thewealthplanningpodcast.podbean.com/e/s1-e5-saving-wisely/#comments Fri, 04 Apr 2025 16:25:14 -0400 thewealthplanningpodcast.podbean.com/c450818a-dc91-366c-a43f-1345c26b6646 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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> 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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, All rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 1120 1 5 full S1-E4: Five Strategies for Smart Investing S1-E4: Five Strategies for Smart Investing https://thewealthplanningpodcast.podbean.com/e/smart_strategies/ https://thewealthplanningpodcast.podbean.com/e/smart_strategies/#comments Fri, 28 Mar 2025 10:18:02 -0400 thewealthplanningpodcast.podbean.com/adb2842f-d407-3509-a09c-ddd65d89c429 When it comes to investing, there’s no shortage of theories, approaches, and ideas. Visit a bookstore or search online and you may be overwhelmed with information.

Five Strategies for Smart Investing attempts to simplify the investment process. We’re going to review five strategies and show how they can help guide your approach to the financial markets.

 

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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> When it comes to investing, there’s no shortage of theories, approaches, and ideas. Visit a bookstore or search online and you may be overwhelmed with information.

Five Strategies for Smart Investing attempts to simplify the investment process. We’re going to review five strategies and show how they can help guide your approach to the financial markets.

 

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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 614 1 4 full S1-E3: Have A New Baby in the Family? Time to Revisit Your Financial Planning. S1-E3: Have A New Baby in the Family? Time to Revisit Your Financial Planning. https://thewealthplanningpodcast.podbean.com/e/what-to-do-when-you-have-a-new-child/ https://thewealthplanningpodcast.podbean.com/e/what-to-do-when-you-have-a-new-child/#comments Fri, 21 Mar 2025 08:15:00 -0400 thewealthplanningpodcast.podbean.com/7bcc37d3-c323-3296-8b06-a99b3e8664c0 Time to Revisit Your Financial Planning.

The birth of a child is a miraculous time for all families. This makes it even more important to revisit key areas of a financial plan to ensure that things are keeping up with life's changes.

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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

 

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Time to Revisit Your Financial Planning.

The birth of a child is a miraculous time for all families. This makes it even more important to revisit key areas of a financial plan to ensure that things are keeping up with life's changes.

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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

 

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 1270 1 3 full S1-E2: The Importance of Having a Financial Planner S1-E2: The Importance of Having a Financial Planner https://thewealthplanningpodcast.podbean.com/e/why-hire-a-financial-planner-questions-to-ask-a-financial-planner/ https://thewealthplanningpodcast.podbean.com/e/why-hire-a-financial-planner-questions-to-ask-a-financial-planner/#comments Fri, 14 Mar 2025 08:15:00 -0400 thewealthplanningpodcast.podbean.com/653a06dc-4a46-3a96-a18e-427d207659ba Many people underestimate the value of having a professional help them with their financial planning. Some feel they can do it themselves because of their level of expertise or achievement. Others might think they are “too small” to have an advisor. A good financial planner can bring benefits that have nothing to do with these objections.

 

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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Many people underestimate the value of having a professional help them with their financial planning. Some feel they can do it themselves because of their level of expertise or achievement. Others might think they are “too small” to have an advisor. A good financial planner can bring benefits that have nothing to do with these objections.

 

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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Hiring the right financial planner can make all the difference.  Jason Hallmark shares some questions to ask to ensure you find the right wealth management professional for your needs. Jason Hallmark false No 575 1 2 full S1- E1: The Importance of Planning S1- E1: The Importance of Planning https://thewealthplanningpodcast.podbean.com/e/why-have-a-plan/ https://thewealthplanningpodcast.podbean.com/e/why-have-a-plan/#comments Fri, 14 Mar 2025 08:15:00 -0400 thewealthplanningpodcast.podbean.com/fbb91f72-6372-37d7-86dc-63f43ccca622 We all plan, consciously or unconsciously. But why is it important to have clear, written plans to accomplish our goals? There are clear benefits to having a process in place by which individuals can be clear on what they want from life, and we spend some time discussing them.

For more information, contact Jason at Hallmark Wealth Planning at:

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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> We all plan, consciously or unconsciously. But why is it important to have clear, written plans to accomplish our goals? There are clear benefits to having a process in place by which individuals can be clear on what they want from life, and we spend some time discussing them.

For more information, contact Jason at Hallmark Wealth Planning at:

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

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.

 

]]> Jason Hallmark false No 343 1 1 full