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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
Monday Jul 22, 2024
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
Monday Jun 03, 2024
Monday May 20, 2024
Friday May 10, 2024
Friday May 10, 2024
Erick and Jacob are back this week for an all-new episode to help you prepare for a successful retirement. Listen-in to this installment as the father-son advisory duo discusses how you can minimize the effect taxes will have on your future retirement.
For More Information: TakePointWealth.com
Schedule a Complimentary Consultation with Erick Arnett
Call Take Point Wealth Management Today at (352) 616-0511
Tuesday Apr 23, 2024
Tuesday Apr 23, 2024
In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.
For More Information: TakePointWealth.com
Schedule a Complimentary Consultation with Erick Arnett
Call Take Point Wealth Management Today at (352) 616-0511
Friday Apr 19, 2024
Friday Apr 19, 2024
Erick Arnett highlights some of the biggest retirement mistakes and bad financial decisions he sees when helping people prepare for their financial future.
For More Information: TakePointWealth.com
Schedule a Complimentary Consultation with Erick Arnett
Call Take Point Wealth Management Today at (352) 616-0511
Wednesday Mar 27, 2024
Wednesday Mar 27, 2024
For More Information: TakePointWealth.com
Schedule a Complimentary Consultation with Erick Arnett
Call Take Point Wealth Management Today at (352) 616-0511
Friday Mar 22, 2024
Friday Mar 22, 2024
On this week's installment, Erick and Jacob discuss some alarming statistics about retirement preparedness in the United States, and explain how they can build you a plan to cover all your financial, healthcare and estate planning needs for your golden years.
To Learn More: ActiveWealth.com
Questions about retirement, Medicare or estate planning? Call Take Point Wealth Management today at (352) 616-0511