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:

September 23, 2022 Five Important Things to Own for a Successful Retirement
Erick details a list of five important things to own during retirement, and offers strategies for protecting and growing your hard-earned money during this volatile time in the U.S. economy.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Book a free consultation https://calendly.com/takepoint-wealth/.
Call Erick today at 352-616-0511
...more
58min
September 02, 2022 The Smart Retirement Plan: Smart Review and Smart Income Streams
The Smart Retirement Plan series continues with a discussion of Smart Review and Smart Income Streams. Have you heard from your advisor lately? It’s important to have your finances reviewed at least once a year to ensure you are on track to reach your goals.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Call Erick today at 352-616-0511
Book a free consultation https://calendly.com/takepoint-wealth/.
...more
58min
August 19, 2022 Balancing Risk For Your Financial Well-Being
On this week’s show, Erick talks about balancing risk in your retirement savings and explains two Smart Tax strategies that are essential to building a Smart Retirement Plan. Also, Author and Financial Educator Ford Stokes joins the show to discuss his book – Annuity 360.
Book a free consultation https://calendly.com/takepoint-wealth/.
Call Erick today at 352-616-0511
...more
53min
August 05, 2022 A Financial Check-Up For A Healthier Retirement
Erick explains why you should have your personal finances reviewed annually to ensure you are on the right path. Consider replacing your bonds with annuities to delete portfolio fees and guarantee yourself an income for life.
Call Erick today at 352-616-0511
Book a free consultation https://calendly.com/takepoint-wealth/.

...more
58min
July 29, 2022 Protecting Your Retirement from Inflation and other Risks
On this episode of Take Point on Retirement, Erick and Randy discuss market updates including what is happening with real estate and interest rates. They also offer strategies for beating inflation while protecting and growing your wealth.
Book a free meeting now at TakePointOnRetirement.com
Call Erick today at 352-616-0511

...more
59min
July 15, 2022 Who Do You Trust with Your Money?
On this episode of Take Point on Retirement, Erick talks about what it means to be a fiduciary and how they are legally and ethically obligated to do what is best for you. Do you know how much you are paying in fees and expenses? Get a second opinion and schedule a personal meeting with Erick and Randy today.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
...more
58min
June 30, 2022 Invest With Income In Mind
Erick and Randy wish all the listeners a happy Independence Day weekend, and talk about how inflation will affect your backyard cookouts this summer. They also discuss how you can build a smart income plan that protects and grows your hard-earned money.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
...more
59min
June 24, 2022 What I Would Do If I Were You
Erick and Randy talk about how they can help people like you create a more tax-efficient retirement plan. Why pay more taxes than necessary? Reach out to us today and find out if a Roth Conversion is right for you.

Book a free consultation now at TakePointOnRetirement.com

Call Erick today at 352-616-0511

...more
58min
June 17, 2022 What to Do with Your Money Right Now
Erick welcomes Mike Banner to the show to discuss reverse mortgages. We also talk about the recent interest rate hikes and offer strategies for protecting and growing your assets during a bear market.

Book a free consultation now at TakePointOnRetirement.com

Call Erick today at 352-616-0511
...more
58min
June 10, 2022 Are Taxes Going Up in the Future?
Do you have a tax plan in place for your future in retirement? With taxes on the rise, Erick offers solutions and strategies for reducing what you will owe the IRS during your retirement years.

Book a free consultation now at TakePointOnRetirement.com
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.