The Wealth Planning Podcast with Jason Hallmark

Part 2 of 3
Jason Hallmark and David Cusack continue their discussion on estate planning. In this episode, they go beyond the basic documents and explain why trusts exist, what problems they solve, and when additional estate-planning strategies become worthwhile.
Part 1 of 3 
In the first installment of the series, Jason interviews attorney David Cusack demystify estate planning. Listeners will learn that estate planning isn't just something wealthy people do when they're old. The focus is on control, incapacity, family protection, and avoiding unnecessary complications.
You can reach Dave Cusack by visiting www.cusacklawoffice.com and by calling (937)912-9252. 
©2026 Jason Hallmark Wealth Planning. All rights reserved.
Hosted by Jason Hallmark
For more information, go to:
http://www.HallmarkWealthPlanning.com
 
 

Part 1 of 3 
In the first installment of the series, Jason interviews attorney David Cusack demystify estate planning. Listeners will learn that estate planning isn't just something wealthy people do when they're old. The focus is on control, incapacity, family protection, and avoiding unnecessary complications.
You can reach Dave Cusack by visiting www.cusacklawoffice.com and by calling (937)912-9252. 
©2026 Jason Hallmark Wealth Planning. All rights reserved.
Hosted by Jason Hallmark
For more information, go to:
http://www.HallmarkWealthPlanning.com

Teaser. Hey Dave, What if I want to leave my estate to My cat? 
for more information reach out to (937)912-9252 or visit www.cusacklawoffice.com 
 
©2026 Jason Hallmark Wealth Planning. All rights reserved.
Hosted by Jason Hallmark
For more information, go to:
http://www.HallmarkWealthPlanning.com
 
 

Most investors know they can buy an index fund. Far fewer know that technology now allows some investors to effectively own the underlying stocks of an index and customize it to their personal goals. 
©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, we talk with Julie Eversole of Your Medicare Advisor about the importance of reviewing and updating your coverage each year after retirement.
You can reach Julie at 937-602-5165 or at julieknowsmedicare@gmail.com
©2026 Jason Hallmark Wealth Planning. All rights reserved.
Hosted by Jason Hallmark
For more information, go to:
http://www.HallmarkWealthPlanning.com

Continuing our 3-part series on Medicare with Julie Eversole from Your Medicare Advisor, we cover how to choose the right plan once a person enrolls in the program.
 
You can reach Julie at 937-602-5165 or at julieknowsmedicare@gmail.com
©2026 Jason Hallmark Wealth Planning. All rights reserved.
Hosted by Jason Hallmark
For more information, go to:
http://www.HallmarkWealthPlanning.com
 
 

Medicare is more complicated than most people expect. In this episode, Jason talks with Julie Eversole from Your Medicare  Advisor about when and how to prepare to enroll in Medicare.
You can reach Julie at 937-602-5165 or at julieknowsmedicare@gmail.com
 
©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
 
 
 

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.