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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 04, 2021
Misconceptions About Retirement
Saturday Dec 04, 2021
Saturday Dec 04, 2021
Erick Arnett and the team go over the top 10 misconceptions about retirement including myths on Medicare, Social Security, Taxes, and more.
We cover:
- Market Update
- Inflation Demonstration
- Most Common Misconceptions About Retirement
- This Week in History
- Most Common Misconceptions About Social Security
- Bond Replacement with Fixed Indexed Annuities
- Required Minimum Distributions, and planning for them!
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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