Take Point on Retirement

In 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.com Schedule a Complimentary Consultation with Erick Arnett Call Take Point Wealth Management Toda...

Erick 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.com Schedule a Complimentary Consultation with Erick Arnett Call Take Point Wealth Management Today at (352) 616-0511

For More Information: TakePointWealth.com Schedule a Complimentary Consultation with Erick Arnett Call Take Point Wealth Management Today at (352) 616-0511

On this week's installment, Erick and Jacob discuss some alarming statistics about retirement preparedness in the United States, and explain how they can build you a plan to cover all your financial, healthcare and estate planning needs for your golden years.     To Learn More: ActiveWealth.com Questions about retirement, Medicare or estate planning? Call Take Point Wealth Management today at (352...

The Department of Veterans Affairs is announcing that all Veterans who were exposed to toxins and other hazards while serving in the military will be eligible to enroll directly in VA health care on March 5, 2024. This means that Veterans who were exposed to burn pits, Agent Orange, herbicides, chemicals, nuclear weapons, or other toxins while serving in the military – at home or abroad – will be...

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 Schedu...

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.  Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511   Visit Our Website at TakePointWealth.com

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

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.  Schedule your complimentary consultation now at TakePointWealth.com   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! Schedule a Call with Erick Arnett today at TakePointWealth.com or Call Anytime Directly at (352) 616-0511

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. Tune-In To More Take Point on Retirement at TakePointOnRetirement.com

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...

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

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 (...

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 reti...

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

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

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) 616-0...

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 Subscribe to Our YouTube Channel

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

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 explai...

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 Follow our YouTube Channel

Produced by Matt McClure In rare situations, refinancing could be a good idea for people to save on their monthly payments… even in today’s high interest rate environment. That’s the topic of this week’s Cost Cutter vignette For more information, visit TakePointWealth.com

Erick shares some important information about the debt ceiling and why it matters for current and future retirees. Is your retirement plan accounting for future tax increases? Plus, we detail some critical steps you need to take before you retire or start taking Social Security. Schedule your free retirement consultation with Erick at TakePointWealth.com Got questions about taxes or your retiremen...

On this week’s show, Erick and Sam discuss the top habits wealthy Americans build in order to grow their wealth. Then, we welcome on a legal expert to discuss the importance of having a proper plan in place for your estate. For More Information: TakePointWealth.com