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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
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
Friday Jun 30, 2023
How to Be Like Warren Buffett and Win with Your Money
Friday Jun 30, 2023
Friday Jun 30, 2023
On this week’s episode of Take Point on Retirement, Erick explains how you can be like Warren Buffett and apply a billionaire’s winning strategies to your own life and retirement plan. We share a list of rules that The Oracle of Omaha lives by and discuss how you can take action and improve your own financial plan today.
Plus, is financial jargon causing you confusion and frustration? Erick explains how he can help you get back to the basics during your complimentary consultation with Take Point Wealth Management.
Got Questions about taxes or your investments? Call Take Point Wealth Management at (352) 616-0511
For More Information: https://TakePointOnRetirement.com
Friday Jun 23, 2023
Protecting Your Retirement from Taxes and Fees
Friday Jun 23, 2023
Friday Jun 23, 2023
On this week’s show, Erick explains how he helps people prepare for retirement by focusing on two significant headwinds for every retiree – taxes and fees. Do you have a solid plan in place to get you to and through retirement?
For More Information Visit TakePointWealth.com
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Thursday May 25, 2023
Thursday May 25, 2023
Produced by Matt McClure
In rare situations, refinancing could be a good idea for people to save on their monthly payments… even in today’s high interest rate environment. That’s the topic of this week’s Cost Cutter vignette
For more information, visit TakePointWealth.com
Friday May 19, 2023
How to Start Planning for a Successful Retirement
Friday May 19, 2023
Friday May 19, 2023
Erick shares some important information about the debt ceiling and why it matters for current and future retirees. Is your retirement plan accounting for future tax increases?
Plus, we detail some critical steps you need to take before you retire or start taking Social Security.
Schedule your free retirement consultation with Erick at TakePointWealth.com
Got questions about taxes or your retirement savings? Call Take Point Wealth Management at (352) 616-0511
Friday Apr 28, 2023
What Savvy Americans Are Doing to Protect Their Retirement
Friday Apr 28, 2023
Friday Apr 28, 2023
On this week’s show, Erick and Sam discuss the top habits wealthy Americans build in order to grow their wealth. Then, we welcome on a legal expert to discuss the importance of having a proper plan in place for your estate.
For More Information: TakePointWealth.com
Friday Apr 21, 2023
What You Can Do Now to Save on Taxes for 2023 and Beyond
Friday Apr 21, 2023
Friday Apr 21, 2023
On this week’s show, Erick and Randy start by encouraging listeners to get a head start on next year by implementing smart tax-saving strategies now. We share our quote of the week and help explain why interest rates have made it a great time to get more defensive with your retirement investments.
Work with a team who has your family’s best interests in mind!
Schedule a free retirement consultation with Erick at TakePointWealth.com
Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511
Friday Mar 31, 2023
Addressing the Top Concerns of Today’s Retirees
Friday Mar 31, 2023
Friday Mar 31, 2023
Erick and Randy open the show by sharing advice for those who are nearing retirement. Then, Erick lists the top concerns that retirees and pre-retirees are worried about, and offers solutions to these obstacles we will all face.
It’s time to work with a team who has your family’s best interests in mind.
Schedule your free retirement consultation with Erick at TakePointWealth.com
Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
An interview with Rohan Ganduri, Assistant Professor of Finance at Goizueta Business School at Emory University. Conducted by Retirement.Radio Network Producer Matt McGlure.
Rohan outlines the recent bank failure at Silicon Valley Bank while explaining what you can do to protect your hard-earned money from a potential banking crisis.
For More Information, Visit TakePointWealth.com
Friday Mar 17, 2023
Explaining the Recent Bank Failures: Be Prepared, Not Scared!
Friday Mar 17, 2023
Friday Mar 17, 2023
Erick outlines the recent bank failures at Silicon Valley Bank and Signature Bank while explaining what you can do to protect your hard-earned money from a potential crisis. Also, your retirement nest egg may be smaller than you think – Erick explains how to kick the IRS out of being your partner in retirement.
Don’t let taxes hold you back in retirement!
Schedule your free retirement consultation with Erick today at TakePointWealth.com
Got Questions? Call Take Point Wealth Management at (352) 616-0511