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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
FAQs about Take Point on Retirement:How many episodes does Take Point on Retirement have?The podcast currently has 171 episodes available.
May 11, 2024Don’t Worry, Retire Happy: How to Plan for a Successful RetirementErick and Jacob are back this week for an all-new episode to help you prepare for a successful retirement. Listen-in to this installment as the father-son advisory duo discusses how you can minimize the effect taxes will have on your future retirement. For More Information: TakePointWealth.comSchedule a Complimentary Consultation with Erick ArnettCall Take Point Wealth Management Today at (352) 616-0511...more58minPlay
April 23, 2024Updated Online Budgeting Trends - Interview with Robin GrowleyIn this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.For More Information: TakePointWealth.comSchedule a Complimentary Consultation with Erick ArnettCall Take Point Wealth Management Today at (352) 616-0511...more6minPlay
April 19, 2024The Biggest Retirement Mistakes You Want to AvoidErick Arnett highlights some of the biggest retirement mistakes and bad financial decisions he sees when helping people prepare for their financial future. For More Information: TakePointWealth.comSchedule a Complimentary Consultation with Erick ArnettCall Take Point Wealth Management Today at (352) 616-0511...more58minPlay
FAQs about Take Point on Retirement:How many episodes does Take Point on Retirement have?The podcast currently has 171 episodes available.