The Wealth Planning Podcast with Jason Hallmark

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.
 
 

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.

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.
 
 
 

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.
 

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.
 

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.
 

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.
 
 

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.
 

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.
 

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.