2.7K
Downloads
145
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 Jul 15, 2022
Friday Jul 15, 2022
On this episode of Take Point on Retirement, Erick talks about what it means to be a fiduciary and how they are legally and ethically obligated to do what is best for you. Do you know how much you are paying in fees and expenses? Get a second opinion and schedule a personal meeting with Erick and Randy today.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Thursday Jun 30, 2022
Thursday Jun 30, 2022
Erick and Randy wish all the listeners a happy Independence Day weekend, and talk about how inflation will affect your backyard cookouts this summer. They also discuss how you can build a smart income plan that protects and grows your hard-earned money.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Friday Jun 24, 2022
Friday Jun 24, 2022
Erick and Randy talk about how they can help people like you create a more tax-efficient retirement plan. Why pay more taxes than necessary? Reach out to us today and find out if a Roth Conversion is right for you.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
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
Friday Jun 10, 2022
Friday Jun 10, 2022
Do you have a tax plan in place for your future in retirement? With taxes on the rise, Erick offers solutions and strategies for reducing what you will owe the IRS during your retirement years.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Saturday May 28, 2022
Saturday May 28, 2022
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.
Saturday May 14, 2022
Saturday May 14, 2022
It's important not to make emotional decisions during economic volatility. The key to a successful retirement is sticking to a tested plan that includes tactical management strategies. 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.
Saturday May 07, 2022
Saturday May 07, 2022
On this episode of Take Point on Retirement, Erick responds to a story about housing and mortgage rates and discusses how these things are affecting the state of Florida. Contact Take Point Wealth today to start building your own financial plan. Give us a call 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.
Thursday Apr 14, 2022
Thursday Apr 14, 2022
Erick explains the different types of annuities and highlights some particular ones to avoid. If you have an annuity that isn't meeting your expectations, or if you would like Erick to help build you a retirement plan, visit www.TakePointOnRetirement.com today!
Book a free consultation with Erick at www.TakePointWealth.com or by calling (352) 616-0511.
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.
Saturday Apr 02, 2022
Saturday Apr 02, 2022
On this episode of the Take Point on Retirement, Erick discusses the recent bounce-back in the markets and explains how you can reduce your future tax risk with a Roth ladder conversion.
You can catch our 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. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set an appointment with Erick.
Book a conversation with Erick now: TakePointOnRetirement.com
Listen to other episodes at: TakePointOnRetirement.com