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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 Jun 17, 2022
Friday Jun 17, 2022
Erick welcomes Mike Banner to the show to discuss reverse mortgages. We also talk about the recent interest rate hikes and offer strategies for protecting and growing your assets during a bear market.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
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