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:

October 27, 2023 Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
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!
For More Information, Visit TakePointOnRetirement.com
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58min
September 22, 2023 Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund
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.

For More Information: TakePointWealth.com
To Contact Michael Forslund: Click Here
Questions about your Retirement?
Call Take Point Wealth Management today at (352) 616-0511
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58min
August 18, 2023 From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning
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

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58min
August 17, 2023 Practical Tips to Save on Energy Costs - Retirement.Radio Network Cost-Cutters
Explore energy-saving tips for every budget, and learn solutions that go beyond the basics. Tune-in for ways to reduce your electric bill beyond switching off lights and taking shorter showers.
For More Information: TakePointOnRetirement.com
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2min
August 11, 2023 Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary!
On this week’s episode of Take Point on Retirement, Erick welcomes tax expert Randy Woodruff who serves listeners and clients for Take Point Wealth Management. The guys discuss strategies for reducing your future tax bills and maximizing the retirement savings you have worked so hard for.
For More Information: https://TakePointWealth.com
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42min
July 28, 2023 Health is Wealth: Retirement Lifestyle Tips with EPIC Health & Fitness
On this week’s episode of Take Point on Retirement, Erick discusses the role your health plays in your overall retirement picture. Remember – your personal health is one of your greatest assets!
Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com
Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511
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29min
July 21, 2023 How to Delete Fees and Avoid Probate with Your Retirement and Estate Plans
On this week’s episode, Erick shares how he helps people cut costs by building fee-efficient retirement plans and making sure that a proper will and estate plan is in order. We also discuss a recent story about Aretha Franklin and a will found in her couch.
For More Information: TakePointWealth.com
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58min
July 14, 2023 Estate Planning is For Everyone with Sarah Elyaman
On this week’s episode of Take Point on Retirement, Erick is once again joined by legal expert Sarah Elyaman to help explain how estate planning is for everyone, not just the rich.
Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com
Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511
...more
58min
June 30, 2023 How to Be Like Warren Buffett and Win with Your Money
On this week’s episode of Take Point on Retirement, Erick explains how you can be like Warren Buffett and apply a billionaire’s winning strategies to your own life and retirement plan. We share a list of rules that The Oracle of Omaha lives by and discuss how you can take action and improve your own financial plan today.
Plus, is financial jargon causing you confusion and frustration? Erick explains how he can help you get back to the basics during your complimentary consultation with Take Point Wealth Management.
Got Questions about taxes or your investments? Call Take Point Wealth Management at (352) 616-0511
For More Information: https://TakePointOnRetirement.com
...more
58min
June 23, 2023 Protecting Your Retirement from Taxes and Fees
On this week’s show, Erick explains how he helps people prepare for retirement by focusing on two significant headwinds for every retiree – taxes and fees. Do you have a solid plan in place to get you to and through retirement?
For More Information Visit TakePointWealth.com
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58min

FAQs about Take Point on Retirement:

How many episodes does Take Point on Retirement have?

The podcast currently has 171 episodes available.