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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
Saturday Dec 18, 2021
Saturday Dec 18, 2021
This week on Take Point on Retirement, Erick talks about his experience in the financial industry and what it's like to work with Take Point Wealth Management. We also discuss the five things you want to own during retirement, how inflation is reducing our buying power and we answer some of the most frequently asked questions from pre-retirees.
Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and my listeners receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.
We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.
Thanks again for listening to Take Point on Retirement, we will be back next week!
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