Take Point on Retirement

Avoid Biden’s Tax Increases with a Roth Ladder Conversion

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

Keeping Fear out of Your Portfolio and Retirement Plans

On this episode of Take Point on Retirement, Erick gives listeners a market update and explains how the Take Point team prepares for market volatility before it strikes. Don't let fear creep into your retirement, give us a call today at (352) 616-0511 or click below to set a appointment with Erick.

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Visit our Website: TakePointWealth.com

Listen to other episodes at: TakePointOnRetirement.com

How to Live Worry-Free During Retirement

On this episode of Take Point on Retirement, Erick walks you through his process of working with clients, explains how he can help you receive the income you need during retirement and gives his thoughts on the war in Ukraine.

You can catch our show every Saturday on WXJB 99.9FM at 7:30AM and on AM860 and FM93.7 The Answer at 10:00AM and 1:00PM. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set a appointment with Erick. 

Book a conversation with Erick now: TakePointOnRetirement.com

Listen to other episodes at: TakePointOnRetirement.com

Don’t Make These Mistakes with Your Retirement Plan

On this episode of Take Point on Retirement, Erick gives a market update and encourages investors to not overreact to everyday media stories.

Then, he highlights some key mistakes to avoid when thinking about your retirement, and discusses a new investment option that offers protection and positive growth.

You can catch our show every Saturday on WXJB 99.9FM at 7:30AM and on AM860 and FM93.7 The Answer at 10:00AM and 1:00PM. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set a appointment with Erick. 

Book a conversation with Erick now: TakePointOnRetirement.com

Listen to other podcast episodes at: TakePointOnRetirement.com

If You Fail to Plan, You Are Planning to Fail

On this episode of Take Point on Retirement, Erick discusses the importance of having a smart financial plan and consulting with a fiduciary who is obligated to put your needs first.

He also answers more questions from listeners, and provides guidance for beating inflation in 2022 and beyond.

Book your free consultation now: TakePointOnRetirement.com

Answering the Most-Asked Questions from Pre-Retirees

The Take Point Wealth team answers more great questions from our listeners this week like "Will my Social Security be taxed?" and "Is there a way to safely and legally reduce my income taxes during retirement?". We cover retirement income, Social Security, taxes, and much more. Tune in to this week's show to dive into specific topics that will end up affecting your retirement! 

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.

As always, thanks again for listening to Take Point on Retirement!

Building a Tailor-Made Retirement Plan for 2022

This episode of Take Point on Retirement Show explains how to build a tailor-made retirement plan for 2022. We walk though some questions from our listeners on social security, inflation, and 401ks; then we tackle the best ways to reduce your taxes and grow your assets during retirement. Listen in to another information packed episode of the Take Point on Retirement Show, brought to you by Erick Arnett of Take Point Wealth. 

Retirement and wealth management can be daunting, so let us help you with that. 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!

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.

Book your free no-obligation consultation: TakePointOnRetirement.com

Watch more episodes: TakePointonRetirement.com/category/podcast/

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!