2.7K
Downloads
144
Episodes
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 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
Friday Jan 20, 2023
Friday Jan 20, 2023
Randy and Sam discuss the basic principles of a smart retirement plan, while offering strategies and solutions to help you reach financial freedom.
For More Information, Visit TakePointWealth.com
Contact Erick Directly, Visit Here
Friday Jan 13, 2023
Friday Jan 13, 2023
On this week’s show, Erick explains how you can delete taxes you would be paying during retirement with a Roth Conversion. He also discusses reducing fees with a bond replacement and what else you can do to delete unnecessary expenses that are affecting your monthly budget.
For More Information, Visit TakePointWealth.com
Contact Erick Directly, Visit Here
Friday Jan 06, 2023
Friday Jan 06, 2023
Erick and Randy take a look back at 2022 and discuss how to move forward from the inflation and market volatility that affected pre-retirees and retirees over the last twelve months.
Is your hard-earned money safe and protected?
Schedule a free retirement consultation today at TakePointWealth.com
Got Questions? Call Erick and Randy at 352-616-0511
Friday Dec 23, 2022
Friday Dec 23, 2022
Erick and Randy discuss tax strategies to consider when preparing for and entering retirement. They also reveal the most and least-affordable states for retirees. Happy Holidays from all of us at Take Point Wealth!
Is your hard-earned money safe and protected?
Schedule a complimentary retirement consultation today at TakePointWealth.com
Got Questions? Call Erick and Randy at 352-616-0511
Friday Dec 02, 2022
Friday Dec 02, 2022
On this week’s show, Erick goes over a list of financial new year’s resolutions that he can help you keep. He also highlights a list of fears that people have about retirement. In 2023, Take Point Wealth wants you to be prepared, not scared!
Is your hard-earned money safe and protected from loss?
Book a Complimentary Consultation!
Got Questions? Call Erick today at 352-616-0511