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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.
Podcast Description
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

May 28, 2022
Nancy Lopez Joins the Show!
May 28, 2022
May 28, 2022
57 min
On this week's episode of Take Point on Retirement, Golf Hall-of-Famer Nancy Lopez joins the show to talk budgeting, retirement, and more! Call us today at (352) 616-0511 or click below to set an appointment with Erick.
Set an appointment with Erick: Access Erick's Calendar
Visit our Website: TakePointWealth.com
Listen to other episodes at: TakePointOnRetirement.com
You can catch The Take Point on Retirement Show every Saturday on WXJB 99.9FM at 7:30 AM and on AM860 and FM93.7 The Answer at 10:00 AM and 1:00 PM.

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