Take Point on Retirement

By Erick Arnett

At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the bes... more

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FAQs about Take Point on Retirement:

How many episodes does Take Point on Retirement have?

The podcast currently has 171 episodes available.

Take Point on Retirement episodes:

January 27, 2023 How to Balance Risk and Safety with Your Retirement Plan
Eric and Randy discuss how they can help people manage risk in retirement. Did you know that working with a financial advisor could actually save you money in fees – what are you waiting for?
Schedule your free retirement consultation today at TakePointWealth.com
Got Questions? Contact Erick Here
...more
57min
January 20, 2023 Laying the Foundation for a Smart Retirement Plan
Randy and Sam discuss the basic principles of a smart retirement plan, while offering strategies and solutions to help you reach financial freedom.
For More Information, Visit TakePointWealth.com
Contact Erick Directly, Visit Here
...more
58min
January 13, 2023 How to Delete Taxes, Fees and Expenses from Your Retirement Plan
On this week’s show, Erick explains how you can delete taxes you would be paying during retirement with a Roth Conversion. He also discusses reducing fees with a bond replacement and what else you can do to delete unnecessary expenses that are affecting your monthly budget.
For More Information, Visit TakePointWealth.com
Contact Erick Directly, Visit Here

...more
58min
January 06, 2023 The Most Important Change to Make to Your Retirement Plan in 2023
Erick and Randy take a look back at 2022 and discuss how to move forward from the inflation and market volatility that affected pre-retirees and retirees over the last twelve months.
Is your hard-earned money safe and protected?
Schedule a free retirement consultation today at TakePointWealth.com
Got Questions? Call Erick and Randy at 352-616-0511
...more
58min
December 23, 2022 Tax Tips for Building a Better Retirement in 2023
Erick and Randy discuss tax strategies to consider when preparing for and entering retirement. They also reveal the most and least-affordable states for retirees. Happy Holidays from all of us at Take Point Wealth!
Is your hard-earned money safe and protected?
Schedule a complimentary retirement consultation today at TakePointWealth.com
Got Questions? Call Erick and Randy at 352-616-0511
...more
58min
December 02, 2022 How to Improve Your Retirement in 2023 and Beyond
On this week’s show, Erick goes over a list of financial new year’s resolutions that he can help you keep. He also highlights a list of fears that people have about retirement. In 2023, Take Point Wealth wants you to be prepared, not scared!
Is your hard-earned money safe and protected from loss?
Book a Complimentary Consultation!
Got Questions? Call Erick today at 352-616-0511
Visit Our Website!
...more
58min
November 18, 2022 Back to the Basics: How to Be Tax-Efficient
Erick breaks down the latest news regarding cryptocurrency before diving-in to tax-efficient investing strategies for your retirement. We are also joined by our tax expert, Randy, who shares some retirement tax tips you won’t want to miss.
Is your hard-earned money safe and protected from loss?
Book a complimentary consultation at TakePointWealth.com
Got Questions? Call Erick today at 352-616-0511
...more
58min
November 04, 2022 How Much More are You Willing to Lose?
On this week’s show, Erick explains why there has never been a better time to invest in a fixed indexed annuity and strengthen your income plan for retirement. You will learn how interest rates affect you and how working with a financial advisor can save you significant money on fees.
Is your hard-earned money safe and protected from loss?
Book a complimentary consultation and request your free copy of Annuity 360 at TakePointWealth.com
Got Questions? Call Erick today at 352-616-0511
...more
58min
October 28, 2022 How to Plan for Financial Success in 2023
Halloween has arrived, but don’t let that scare you into putting-off your financial planning for 2023. This week, Erick discusses some strategies to eliminate your income gap, looks at the new IRS tax brackets and much more!
Is your hard-earned money safe and protected from loss?
Book a complimentary consultation and request your free copy of Annuity 360 at TakePointWealth.com
Got Questions? Call Erick today at 352-616-0511
...more
58min
October 07, 2022 Planning for Your Retirement: Medicare, Taxes and More
In this week’s show, Erick welcomes a couple of special guest experts to talk about Medicare and taxes. Plus, with market uncertainty and inflation affecting all of us, Erick goes over some strategies for how you can “get to the guarantees” when it comes to your retirement planning.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Request your free copy of Annuity 360 at TakePointOnRetirement.com
Book a free consultation https://calendly.com/takepoint-wealth/.
Call Erick today at 352-616-0511
...more
58min

FAQs about Take Point on Retirement:

How many episodes does Take Point on Retirement have?

The podcast currently has 171 episodes available.