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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 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
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
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
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
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
Friday Mar 03, 2023
Friday Mar 03, 2023
On this week’s show, Erick welcomes Susie Carey to discuss the importance of having a legal plan for you and your family’s future. In segment two, Erick explains how to defuse the retirement tax bomb inside your portfolio and details how to convert money into tax-free accounts.
For more information, visit Erick at TakePointWealth.com
Call Take Point Wealth Management at (352) 616-0511
Friday Feb 17, 2023
Friday Feb 17, 2023
Even if you already have a retirement plan in place, it’s important to have it reviewed and checked for necessary adjustments on an annual basis. Visit our website to schedule your free, no-obligation consultation, and find out how much you could save today.
Schedule a retirement consultation with Erick today at TakePointWealth.com
Call us at (352) 616-0511
Friday Feb 10, 2023
Friday Feb 10, 2023
New legislation passed late last year called Secure Act 2.0 and it could have a big impact on your retirement plans. On this week’s show, Erick and Randy will break down the details you need to know.
Schedule your free retirement consultation with Erick today at TakePointWealth.com
Got Questions? Call us at (352) 616-0511
Friday Jan 27, 2023
Friday Jan 27, 2023
Eric and Randy discuss how they can help people manage risk in retirement. Did you know that working with a financial advisor could actually save you money in fees – what are you waiting for?
Schedule your free retirement consultation today at TakePointWealth.com
Got Questions? Contact Erick Here