This episode of Take Point on Retirement Show explains how to build a tailor-made retirement plan for 2022. We walk though some questions from our listeners on social security, inflation, and 401ks; then we tackle the best ways to reduce your taxes and grow your assets during retirement. Listen in to another information packed episode of the Take Point on Retirement Show, brought to you by Erick Arnett of Take Point Wealth. 

Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and listeners can receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.

We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.

Thanks again for listening to Take Point on Retirement, we will be back next week!

This week on Take Point on Retirement, Erick talks about tax strategies with Randy Woodruff before getting into the three rules you need to follow for a successful retirement in 2022.

Watch more episodes: TakePointonRetirement.com/category/podcast/

This week on Take Point on Retirement, Erick talks about his experience in the financial industry and what it's like to work with Take Point Wealth Management. We also discuss the five things you want to own during retirement, how inflation is reducing our buying power and we answer some of the most frequently asked questions from pre-retirees.

Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and my listeners receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.

We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.

Thanks again for listening to Take Point on Retirement, we will be back next week!

In this week's show, Erick and Randy talk about the new Secure Act 2.0 and how it could affect planning for retirement. The short answer is is plenty. 

Retirement and wealth management can be daunting, so let us help you with your financial goals. We’re available to you, and listeners can receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.

We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.

Thanks again for listening to Take Point on Retirement, we will be back next week!

Erick Arnett and the team go over the top 10 misconceptions about retirement including myths on Medicare, Social Security, Taxes, and more. 

We cover: 

• Market Update

Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and my listeners receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.

We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.

Thanks again for listening to Take Point on Retirement, we will be back next week!

This week we're covering important Retirement Milestones, ages that you need to be aware of that are milestones in your lifetime with it comes to good retirement planning. We also cover taxes and some strategies that can relieve some of the tax burden in the future. 

To learn more give us a call at (352) 616-0511 or visit www.TakePointonRetirement.com to set an appointment. 

To learn more or to schedule an appointment visit www.TakePointonRetirement.com or call (352) 616-0511.

This week we talk inflation, how rampant it has run this year, and how you can fight against it. We answer listener questions:

• Where will my retirement income come from?

We also discuss how to avoid a 50% tax penalty from the IRS with proper Required Minimum Distribution (RMD) Withdrawal Planning. 

To learn more visit www.TakePointonRetirement.com or call (352) 616-0511.

Today’s show is all about maximizing your social security and using it to your best advantage, so let’s begin by clearing up some of the most common misconceptions we hear regarding social security. As a reminder, my radio and podcast listeners get a free financial plan to their 95th birthday and a free portfolio analysis. You will receive a Social Security Maximization Report at no cost to you when you book an appointment with us. Just visit www.TakePointonRetirement.com or call (352) 616-0511.

Common Misconceptions Regarding Social Security:

•  Everyone’s social security benefit is the same amount

In the week's episode we cover all the aspects of a smart financial plan: 

Smart Financial Plan = Smart Safe + Smart Risk + Smart Tax + Smart Health

Learn more at www.TakePointWealth.com

Give us a call to see how your retirement can be set up for smart risk, smart safe, smart tax, and smart health.