Erick and Jacob walk listeners through the ten essential steps you should take as you prepare for retirement. If you want to retire in the next ten years, it’s important that you meet with licensed professionals who can help you protect and grow your hard-earned retirement savings.  

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

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Erick explains how he helps people see their “results in advance” when planning for their retirement. Plus, he highlights the importance of eliminating silent killers like taxes, fees and target date funds from your overall retirement plan. 

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On this week’s show, Erick explains how a bond replacement can delete fees and eliminate risk for a sizable portion of your portfolio. Plus, millions of Americans are making mistakes with their 401(k) accounts. We point out those landmines so you don’t make any missteps when it comes to planning for retirement. 

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

On this week’s show, Erick is joined by his son and partner, Jacob Arnett. Together, the guys discuss taxes in retirement while sharing strategies for dealing with the IRS and generating tax-free income. 

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

 On this week’s show, we share the quote of the week before talking about the importance of having a tailor-made plan for your retirement. What are the important steps you must take to protect your future cashflow? Tune-in to find out, and feel free to contact Erick with your questions!

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The holiday shopping season is typically a time of big sales numbers for retailers, but one industry seeing a big decline as of late is the sporting goods and apparel industry.

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On this week’s episode, Erick is back with important information to help listeners outpace inflation with their retirement plans. Plus, what is “sequence of returns risk” and why does it matter? Listen-in to learn how Take Point Wealth can protect you from market volatility and other risks that could put your retirement in jeopardy. 

Schedule a complimentary consultation with Erick Arnett today at TakePointWealth.com 

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

On this week’s episode of Take Point on Retirement, Erick shares a market update before encouraging listeners to think beyond bank cds when it comes to protecting your hard-earned retirement savings. Plus – why estate plans are for everyone, not just the wealthy!

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On this week’s episode of Take Point on Retirement, Erick welcomes Michael Forslund to the show to discuss the advantages of reverse mortgages for retirees. Contact us today to learn more and discover if a reverse mortgage is right for you.

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Questions about your Retirement?

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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!

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

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