Common Social Security Questions Answered

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

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

Episode 9: Demystifying Credit Scores

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

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

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

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

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

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information, go to:

http://www.HallmarkWealthPlanning.com

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

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

©2025 Jason Hallmark, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

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

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

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

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.

www.hallmarkwealthplanning.com

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 www.hallmarkwealthplanning.com

Produced by GLD Communications www.gldcommunications.com.