Take Point on Retirement

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. 

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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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To Contact Michael Forslund: Click Here

Questions about your Retirement?

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

From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning

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

 

Practical Tips to Save on Energy Costs - Retirement.Radio Network Cost-Cutters

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. 

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Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary!

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

Health is Wealth: Retirement Lifestyle Tips with EPIC Health & Fitness

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