Take Point on Retirement

The Four Biggest Questions Financial Advisors Hear Every Day—and the Answers That Can Shape Your Financial Future 10.07.2026 57:20 ↓

Every day, retirement planning specialists sit down with people who have spent decades working, saving, investing, and preparing for retirement. And while every client is unique, there are four questions that come up almost every single day. They're simple questions—but the answers can dramatically impact someone's financial future…On this week’s show, Host Jim Tarabocchia and Lead Financial Advis...

Annuities Without the Hype - A Clear, Practical Look at Guaranteed Income, Retirement Planning, and the Role Annuities Can Play 26.06.2026 57:20 ↓

This month, as we recognize National Annuity Awareness Month, we're taking time to talk about a retirement topic that continues to generate a lot of questions for families across the country — annuities and guaranteed retirement income. For some people, annuities can help create predictable income and provide peace of mind in retirement. For others, they may not fit their goals at all. The challen...

Retirement Crossroads 2033 - What the Social Security Deadline, Market Volatility & Inflation Mean for Your Future 12.06.2026 57:20 ↓

This week Financial Advisor Erick Arnett and Host Jim Tarabocchia discuss the risk you didn’t see coming, a withdrawal rate wake-up call, and new COLA projections, inflation trends & what retirees need to watch next. Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! Don’t miss this episode if you’re looking to further secure your financial future. Mak...

Retirement Without Regret - The Truth About Annuities, Markets, and Income Security 22.05.2026 57:20 ↓

For some people, annuities are safety. For others, they’re a dirty word. But here’s the truth: Americans are living longer, pensions are disappearing, markets are volatile, and retirement today looks nothing like it did 30 years ago. This week, Financial Advisor Erick Arnett, and Host Jim Tarabocchia cut through the sales pitches and fear tactics to answer one question: Can annuities actually impr...

Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans 14.05.2026 2:12 ↓

May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose.   Key Points Covered: Finding a purpose -  For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian...

The Retirement Intelligence Report - Advanced Strategies for Income, Taxes, and Legacy 08.05.2026 59:32 ↓

This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia answer the question of will your money last, plus the expense that can really derail your retirement plan, and Taxes, Legacy & Leaving a Plan Behind. Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! Don’t miss this episode if you’re looking to further secu...

Estate Planning: The Beneficiary Mistake That Can Cost You Everything 02.05.2026 57:49 ↓

This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia why beneficiaries trump your will, tax traps and hidden consequences, and the keys to performing a simple beneficiary audit. Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! Don’t miss this episode if you’re looking to further secure your financial future. Mak...