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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 Jan 13, 2023
Friday Jan 13, 2023
On this week’s show, Erick explains how you can delete taxes you would be paying during retirement with a Roth Conversion. He also discusses reducing fees with a bond replacement and what else you can do to delete unnecessary expenses that are affecting your monthly budget.
For More Information, Visit TakePointWealth.com
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