Take Point on Retirement

Healthcare for Heroes: Options & Benefits for Veterans

The Department of Veterans Affairs is announcing that all Veterans who were exposed to toxins and other hazards while serving in the military will be eligible to enroll directly in VA health care on March 5, 2024.

This means that Veterans who were exposed to burn pits, Agent Orange, herbicides, chemicals, nuclear weapons, or other toxins while serving in the military – at home or abroad – will be able to enroll directly in VA health care without first applying for VA benefits.

Retirement.Radio’s Matt McClure speaks with Dr. Shereef Elnahal, Undersecretary for Health at the VA, to find out more about how these veterans can get the help they need.

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Ten Steps You Can Take to Retire in Ten Years or Less

Erick and Jacob walk listeners through the ten essential steps you should take as you prepare for retirement. If you want to retire in the next ten years, it’s important that you meet with licensed professionals who can help you protect and grow your hard-earned retirement savings.  

Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

Schedule your complimentary consultation at TakePointWealth.com 

How to Minimize Taxes & Fees in Your Retirement Accounts

Erick explains how he helps people see their “results in advance” when planning for their retirement. Plus, he highlights the importance of eliminating silent killers like taxes, fees and target date funds from your overall retirement plan. 

Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

 

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Avoid These Mistakes with Your 401(k)

On this week’s show, Erick explains how a bond replacement can delete fees and eliminate risk for a sizable portion of your portfolio. Plus, millions of Americans are making mistakes with their 401(k) accounts. We point out those landmines so you don’t make any missteps when it comes to planning for retirement. 

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

Taxes in Retirement: How to Optimize Your Golden Years

On this week’s show, Erick is joined by his son and partner, Jacob Arnett. Together, the guys discuss taxes in retirement while sharing strategies for dealing with the IRS and generating tax-free income. 

Schedule your complimentary consultation now at TakePointWealth.com 

Got questions about your money, taxes or estate planning? Call Take Point Wealth Management today at (352) 616-0511

Planning Ahead to Protect Your Financial Retirement Future

 On this week’s show, we share the quote of the week before talking about the importance of having a tailor-made plan for your retirement. What are the important steps you must take to protect your future cashflow? Tune-in to find out, and feel free to contact Erick with your questions!

Schedule a Call with Erick Arnett today at TakePointWealth.com or Call Anytime Directly at (352) 616-0511

Sports and Apparel Companies are Facing a Rough Holiday Season

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.

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Protecting Your Retirement from Inflation and a Volatile Economy

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

Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings

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!

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Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund

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.

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Questions about your Retirement?

Call Take Point Wealth Management today at (352) 616-0511