On this week’s episode of Take Point on Retirement, Erick welcomes Pastor Joe Caputo to the show to share spiritual wisdom for pre-retirees and retirees. Navigating retirement is a challenge we all face, and the team at Take Point Wealth Management is here to help!

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

Explore energy-saving tips for every budget, and learn solutions that go beyond the basics. Tune-in for ways to reduce your electric bill beyond switching off lights and taking shorter showers. 

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On this week’s episode of Take Point on Retirement, Erick welcomes tax expert Randy Woodruff who serves listeners and clients for Take Point Wealth Management. The guys discuss strategies for reducing your future tax bills and maximizing the retirement savings you have worked so hard for.

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On this week’s episode of Take Point on Retirement, Erick discusses the role your health plays in your overall retirement picture. Remember – your personal health is one of your greatest assets!

Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

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

On this week’s episode, Erick shares how he helps people cut costs by building fee-efficient retirement plans and making sure that a proper will and estate plan is in order. We also discuss a recent story about Aretha Franklin and a will found in her couch.

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On this week’s episode of Take Point on Retirement, Erick is once again joined by legal expert Sarah Elyaman to help explain how estate planning is for everyone, not just the rich.

Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

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

On this week’s episode of Take Point on Retirement, Erick explains how you can be like Warren Buffett and apply a billionaire’s winning strategies to your own life and retirement plan. We share a list of rules that The Oracle of Omaha lives by and discuss how you can take action and improve your own financial plan today.

Plus, is financial jargon causing you confusion and frustration? Erick explains how he can help you get back to the basics during your complimentary consultation with Take Point Wealth Management.

Got Questions about taxes or your investments? Call Take Point Wealth Management at (352) 616-0511

For More Information: https://TakePointOnRetirement.com 

On this week’s show, Erick explains how he helps people prepare for retirement by focusing on two significant headwinds for every retiree – taxes and fees. Do you have a solid plan in place to get you to and through retirement?

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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

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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