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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
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
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