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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 Apr 21, 2023
Friday Apr 21, 2023
On this week’s show, Erick and Randy start by encouraging listeners to get a head start on next year by implementing smart tax-saving strategies now. We share our quote of the week and help explain why interest rates have made it a great time to get more defensive with your retirement investments.
Work with a team who has your family’s best interests in mind!
Schedule a free retirement consultation with Erick at TakePointWealth.com
Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511
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