Produced by Matt McClure

In rare situations, refinancing could be a good idea for people to save on their monthly payments… even in today’s high interest rate environment. That’s the topic of this week’s Cost Cutter vignette

For more information, visit TakePointWealth.com

Erick shares some important information about the debt ceiling and why it matters for current and future retirees. Is your retirement plan accounting for future tax increases?

Plus, we detail some critical steps you need to take before you retire or start taking Social Security.

Schedule your free retirement consultation with Erick at TakePointWealth.com

Got questions about taxes or your retirement savings? Call Take Point Wealth Management at (352) 616-0511

On this week’s show, Erick and Sam discuss the top habits wealthy Americans build in order to grow their wealth. Then, we welcome on a legal expert to discuss the importance of having a proper plan in place for your estate.

For More Information: TakePointWealth.com

On this week’s show, Erick and Randy start by encouraging listeners to get a head start on next year by implementing smart tax-saving strategies now. We share our quote of the week and help explain why interest rates have made it a great time to get more defensive with your retirement investments.

Work with a team who has your family’s best interests in mind!

Schedule a free retirement consultation with Erick at TakePointWealth.com

Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511

Erick and Randy open the show by sharing advice for those who are nearing retirement. Then, Erick lists the top concerns that retirees and pre-retirees are worried about, and offers solutions to these obstacles we will all face.

It’s time to work with a team who has your family’s best interests in mind. 

Schedule your free retirement consultation with Erick at TakePointWealth.com

Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511

An interview with Rohan Ganduri, Assistant Professor of Finance at Goizueta Business School at Emory University. Conducted by Retirement.Radio Network Producer Matt McGlure.

Rohan outlines the recent bank failure at Silicon Valley Bank while explaining what you can do to protect your hard-earned money from a potential banking crisis.

For More Information, Visit TakePointWealth.com 

Erick outlines the recent bank failures at Silicon Valley Bank and Signature Bank while explaining what you can do to protect your hard-earned money from a potential crisis. Also, your retirement nest egg may be smaller than you think – Erick explains how to kick the IRS out of being your partner in retirement.

Don’t let taxes hold you back in retirement!

Schedule your free retirement consultation with Erick today at TakePointWealth.com

Got Questions? Call Take Point Wealth Management at (352) 616-0511

On this week’s show, Erick welcomes Susie Carey to discuss the importance of having a legal plan for you and your family’s future. In segment two, Erick explains how to defuse the retirement tax bomb inside your portfolio and details how to convert money into tax-free accounts.

For more information, visit Erick at TakePointWealth.com

Call Take Point Wealth Management at (352) 616-0511

Even if you already have a retirement plan in place, it’s important to have it reviewed and checked for necessary adjustments on an annual basis. Visit our website to schedule your free, no-obligation consultation, and find out how much you could save today.

Schedule a retirement consultation with Erick today at TakePointWealth.com

Call us at (352) 616-0511

New legislation passed late last year called Secure Act 2.0 and it could have a big impact on your retirement plans. On this week’s show, Erick and Randy will break down the details you need to know.

Schedule your free retirement consultation with Erick today at TakePointWealth.com

Got Questions? Call us at (352) 616-0511