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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 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
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Questions about your Retirement?
Call Take Point Wealth Management today at (352) 616-0511
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
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
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
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
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
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
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
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