The Wealth Planning Podcast with Jason Hallmark

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
 
 
 

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 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 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.
 
 

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 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 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.
 

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.

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 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.