1.5K
Downloads
102
Episodes
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 best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
Episodes
2 days ago
2 days ago
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 Today at (352) 616-0511
6 days ago
6 days ago
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
Wednesday Mar 27, 2024
Important Social Security Decisions for Married Couples
Wednesday Mar 27, 2024
Wednesday Mar 27, 2024
For More Information: TakePointWealth.com
Schedule a Complimentary Consultation with Erick Arnett
Call Take Point Wealth Management Today at (352) 616-0511
Friday Mar 22, 2024
Many Americans are Unprepared for Retirement – Are You?
Friday Mar 22, 2024
Friday Mar 22, 2024
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) 616-0511
Wednesday Mar 06, 2024
Healthcare for Heroes: Options & Benefits for Veterans
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
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 able to enroll directly in VA health care without first applying for VA benefits.
Retirement.Radio’s Matt McClure speaks with Dr. Shereef Elnahal, Undersecretary for Health at the VA, to find out more about how these veterans can get the help they need.
For More Information: TakePointWealth.com
Friday Mar 01, 2024
Ten Steps You Can Take to Retire in Ten Years or Less
Friday Mar 01, 2024
Friday Mar 01, 2024
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
Schedule your complimentary consultation at TakePointWealth.com
Friday Feb 16, 2024
How to Minimize Taxes & Fees in Your Retirement Accounts
Friday Feb 16, 2024
Friday Feb 16, 2024
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
Friday Feb 02, 2024
Avoid These Mistakes with Your 401(k)
Friday Feb 02, 2024
Friday Feb 02, 2024
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 TakePointWealth.com
Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511
Friday Jan 12, 2024
Taxes in Retirement: How to Optimize Your Golden Years
Friday Jan 12, 2024
Friday Jan 12, 2024
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
Friday Dec 22, 2023
Planning Ahead to Protect Your Financial Retirement Future
Friday Dec 22, 2023
Friday Dec 22, 2023
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