2.4K
Downloads
129
Episodes
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 Oct 07, 2022
Friday Oct 07, 2022
In this week’s show, Erick welcomes a couple of special guest experts to talk about Medicare and taxes. Plus, with market uncertainty and inflation affecting all of us, Erick goes over some strategies for how you can “get to the guarantees” when it comes to your retirement planning.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Request your free copy of Annuity 360 at TakePointOnRetirement.com
Book a free consultation https://calendly.com/takepoint-wealth/.
Call Erick today at 352-616-0511
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.