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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
Thursday Dec 21, 2023
Sports and Apparel Companies are Facing a Rough Holiday Season
Thursday Dec 21, 2023
Thursday Dec 21, 2023
The holiday shopping season is typically a time of big sales numbers for retailers, but one industry seeing a big decline as of late is the sporting goods and apparel industry.
Tune-In To More Take Point on Retirement at TakePointOnRetirement.com
Monday Dec 04, 2023
Protecting Your Retirement from Inflation and a Volatile Economy
Monday Dec 04, 2023
Monday Dec 04, 2023
On this week’s episode, Erick is back with important information to help listeners outpace inflation with their retirement plans. Plus, what is “sequence of returns risk” and why does it matter? Listen-in to learn how Take Point Wealth can protect you from market volatility and other risks that could put your retirement in jeopardy.
Schedule a complimentary consultation with Erick Arnett today at TakePointWealth.com
Got questions about your retirement? Call Take Point Wealth Management now at (352) 616-0511
Friday Oct 27, 2023
Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
Friday Oct 27, 2023
Friday Oct 27, 2023
On this week’s episode of Take Point on Retirement, Erick shares a market update before encouraging listeners to think beyond bank cds when it comes to protecting your hard-earned retirement savings. Plus – why estate plans are for everyone, not just the wealthy!
For More Information, Visit TakePointOnRetirement.com
Friday Sep 22, 2023
Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund
Friday Sep 22, 2023
Friday Sep 22, 2023
On this week’s episode of Take Point on Retirement, Erick welcomes Michael Forslund to the show to discuss the advantages of reverse mortgages for retirees. Contact us today to learn more and discover if a reverse mortgage is right for you.
For More Information: TakePointWealth.com
To Contact Michael Forslund: Click Here
Questions about your Retirement?
Call Take Point Wealth Management today at (352) 616-0511
Friday Aug 18, 2023
From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning
Friday Aug 18, 2023
Friday Aug 18, 2023
On this week’s episode of Take Point on Retirement, Erick welcomes Pastor Joe Caputo to the show to share spiritual wisdom for pre-retirees and retirees. Navigating retirement is a challenge we all face, and the team at Take Point Wealth Management is here to help!
Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com
Got questions about your retirement? Call Take Point Wealth Management today at (352) 616-0511
Thursday Aug 17, 2023
Practical Tips to Save on Energy Costs - Retirement.Radio Network Cost-Cutters
Thursday Aug 17, 2023
Thursday Aug 17, 2023
Explore energy-saving tips for every budget, and learn solutions that go beyond the basics. Tune-in for ways to reduce your electric bill beyond switching off lights and taking shorter showers.
For More Information: TakePointOnRetirement.com
Friday Aug 11, 2023
Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary!
Friday Aug 11, 2023
Friday Aug 11, 2023
On this week’s episode of Take Point on Retirement, Erick welcomes tax expert Randy Woodruff who serves listeners and clients for Take Point Wealth Management. The guys discuss strategies for reducing your future tax bills and maximizing the retirement savings you have worked so hard for.
For More Information: https://TakePointWealth.com
Friday Jul 28, 2023
Health is Wealth: Retirement Lifestyle Tips with EPIC Health & Fitness
Friday Jul 28, 2023
Friday Jul 28, 2023
On this week’s episode of Take Point on Retirement, Erick discusses the role your health plays in your overall retirement picture. Remember – your personal health is one of your greatest assets!
Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com
Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511
Friday Jul 21, 2023
How to Delete Fees and Avoid Probate with Your Retirement and Estate Plans
Friday Jul 21, 2023
Friday Jul 21, 2023
On this week’s episode, Erick shares how he helps people cut costs by building fee-efficient retirement plans and making sure that a proper will and estate plan is in order. We also discuss a recent story about Aretha Franklin and a will found in her couch.
For More Information: TakePointWealth.com
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Friday Jul 14, 2023
Estate Planning is For Everyone with Sarah Elyaman
Friday Jul 14, 2023
Friday Jul 14, 2023
On this week’s episode of Take Point on Retirement, Erick is once again joined by legal expert Sarah Elyaman to help explain how estate planning is for everyone, not just the rich.
Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com
Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511