Take Point on Retirement

New Year’s Resolutions for a Better Retirement

This week on Take Point on Retirement, Erick talks about tax strategies with Randy Woodruff before getting into the three rules you need to follow for a successful retirement in 2022.

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How to Build a Better Retirement

This week on Take Point on Retirement, Erick talks about his experience in the financial industry and what it's like to work with Take Point Wealth Management. We also discuss the five things you want to own during retirement, how inflation is reducing our buying power and we answer some of the most frequently asked questions from pre-retirees.

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!

Secure Act 2.0

In this week's show, Erick and Randy talk about the new Secure Act 2.0 and how it could affect planning for retirement. The short answer is is plenty. 

Retirement and wealth management can be daunting, so let us help you with your financial goals. We’re available to you, and listeners can 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!

Misconceptions About Retirement

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!

Retirement Milestones

This week we're covering important Retirement Milestones, ages that you need to be aware of that are milestones in your lifetime with it comes to good retirement planning. We also cover taxes and some strategies that can relieve some of the tax burden in the future. 

To learn more give us a call at (352) 616-0511 or visit www.TakePointonRetirement.com to set an appointment. 

How to Beat Inflation and Build a Happier Retirement

This week we talk inflation, how rampant it has run this year, and how you can fight against it. We answer listener questions:

• Where will my retirement income come from?
• How much will my income need to increase to keep up with inflation?
• If inflation averages 5%, how much will I need in the future?
• Will Social Security keep up with the cost of living

We also discuss how to avoid a 50% tax penalty from the IRS with proper Required Minimum Distribution (RMD) Withdrawal Planning. 

To learn more visit www.TakePointonRetirement.com or call (352) 616-0511.

Everything You Need to Know About Social Security

Today’s show is all about maximizing your social security and using it to your best advantage, so let’s begin by clearing up some of the most common misconceptions we hear regarding social security. As a reminder, my radio and podcast listeners get a free financial plan to their 95th birthday and a free portfolio analysis. You will receive a Social Security Maximization Report at no cost to you when you book an appointment with us. Just visit www.TakePointonRetirement.com or call (352) 616-0511.

Common Misconceptions Regarding Social Security:

•  Everyone’s social security benefit is the same amount
• Your benefit amount is fixed forever
• You are stuck with the benefit offered to you
• You should draw from social security as soon as possible
• Your benefit will increase every year

You Can Reach Your Financial Goals

In the week's episode we cover all the aspects of a smart financial plan: 

Smart Financial Plan = Smart Safe + Smart Risk + Smart Tax + Smart Health

Learn more at www.TakePointWealth.com
Or check out our weekly radio show at www.TakePointOnRetirement.com 

Give us a call to see how your retirement can be set up for smart risk, smart safe, smart tax, and smart health. 
(352) 616-0511

 

Take Point on Retirement - October 23 2021

Take Point on Retirement - October 16th 2021