5.4K
Downloads
184
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
Sep 18, 2026
Sep 18, 2026
57 min
Taxes, Income, Healthcare, and the decisions that shape your retirement future. This week, Lead Financial Advisor of Take Point Wealth Management Erick Arnett discusses how taxes can quietly erode your retirement income. Plus, your retirement paycheck, and preparing your retirement game-plan.
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. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Sep 17, 2026
Sep 17, 2026
2 min
The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement.
This month's vignette discusses how an emergency fund can help cover unexpected expenses without forcing someone to sell investments at an unfavorable time, and why having a clear cash-reserve strategy can provide both financial flexibility and peace of mind.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Aug 28, 2026
Aug 28, 2026
57 min
Is Your Portfolio Ready for a Market Shake-Up? This week, Financial Advisor Erick Arnett explains why working longer shouldn’t be your only retirement strategy, and answers the question of how much do you REALLY need to retire?
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Aug 21, 2026
Aug 21, 2026
47 min
Social Security can provide dependable income for life, but the amount retirees receive depends heavily on the decisions they make before filing…Claiming age, marital status, work history, taxes, and survivor needs can all affect how Social Security supports a household throughout retirement. This week, Financial Advisor Erick Arnett explores an essential question for retirees and pre-retirees: How can a thoughtful claiming strategy help you make the most of one of your most valuable retirement assets? Plus, Erick explains how Social Security is more than just a benefits check, plus, what is the best age to claim?
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. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Aug 14, 2026
Aug 14, 2026
57 min
This week, Financial Advisor Erick Arnett breaks down a Retirement Readiness Check - how to make sure nothing slips through the cracks before and during retirement…Plus, Erick discusses the most important steps for people close to retirement, plus, social security COLA for 2027, and forgotten 401ks.
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. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Aug 12, 2026
Aug 12, 2026
2 min
Today, as inflation continues to reshape retirement planning, more Americans are beginning to view real estate differently—not simply as a place to live, but as an important part of a long-term financial strategy.
Key Points Covered:
- Inflation and investments balancing out purchasing power
- How younger millennials view real estate investments
- How investment property becomes a potential tangible asset
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Jul 29, 2026
Jul 29, 2026
6 min
As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great Ways to Save guide.
The conversation covers:
- Smart grocery shopping strategies that can help reduce impulse spending.
- Creative ways to use AI as a money-saving tool, from negotiating fees to planning travel.
- Easy travel tips that can help lower fuel costs on your next road trip.
- Online shopping tricks that could unlock discounts before you click "buy."
- Resources from AARP that can help you stretch your dollars throughout the year.
Whether you're preparing for retirement or simply looking for practical ways to make your money go further, this interview is packed with actionable tips you can start using today.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Jul 10, 2026
Jul 10, 2026
57 min
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 Advisor Erick Arnett are tackling those four questions head-on. The guys explain what retirement professionals look for, what mistakes people commonly make, and what you should be thinking about before making major financial decisions. Whether you're five years away from retirement or already enjoying it, this is a show you won't want to miss!
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. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
---
Jim Tarabocchia is a seasoned, accomplished award-winning host, communications professional and versatile broadcaster with over 15 years of experience across the media landscape. From the high-energy environment of live sports play-by-play to the nuanced world of public relations and corporate communications, Jim has built a career defined by analytical rigor and meticulous preparation.
A former Division I athlete, Jim brings a disciplined, high-performance mindset to every project. His expertise spans hosting financial radio shows and podcasts, executing complex media relations strategies, and delivering crisp, data-driven commentary. Known for his ability to synthesize complex information into clear, compelling narratives, Jim excels at bridging the gap between technical data and audience engagement. Whether behind the mic or managing public-facing communications, he remains committed to the highest standards of professional excellence and precision.
Jun 26, 2026
Jun 26, 2026
57 min
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 challenge is that many Americans hear conflicting information, complicated terminology, and high-pressure sales messaging that can make it difficult to separate facts from hype. On this week’s show, Host Jim Tarabocchia and Financial Advisor Erick Arnett break down what annuities actually are, how different types of annuities work, and the role they may play within a broader retirement strategy. The guys also talk about some of the biggest myths surrounding annuities and the questions every consumer should ask before making any long-term financial decision.
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. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
---
Jim Tarabocchia is a seasoned, accomplished award-winning host, communications professional and versatile broadcaster with over 15 years of experience across the media landscape. From the high-energy environment of live sports play-by-play to the nuanced world of public relations and corporate communications, Jim has built a career defined by analytical rigor and meticulous preparation.
A former Division I athlete, Jim brings a disciplined, high-performance mindset to every project. His expertise spans hosting financial radio shows and podcasts, executing complex media relations strategies, and delivering crisp, data-driven commentary. Known for his ability to synthesize complex information into clear, compelling narratives, Jim excels at bridging the gap between technical data and audience engagement. Whether behind the mic or managing public-facing communications, he remains committed to the highest standards of professional excellence and precision.
Jun 12, 2026
Jun 12, 2026
57 min
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. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
---
📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
🌐 Visit our website:
🎧 Listen to the podcast:
https://takepointwealth.podbean.com/
📺 Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
---
📞Connect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
---
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
---
Jim Tarabocchia is a seasoned, accomplished award-winning host, communications professional and versatile broadcaster with over 15 years of experience across the media landscape. From the high-energy environment of live sports play-by-play to the nuanced world of public relations and corporate communications, Jim has built a career defined by analytical rigor and meticulous preparation.
A former Division I athlete, Jim brings a disciplined, high-performance mindset to every project. His expertise spans hosting financial radio shows and podcasts, executing complex media relations strategies, and delivering crisp, data-driven commentary. Known for his ability to synthesize complex information into clear, compelling narratives, Jim excels at bridging the gap between technical data and audience engagement. Whether behind the mic or managing public-facing communications, he remains committed to the highest standards of professional excellence and precision.