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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 02, 2022
Friday Sep 02, 2022
The Smart Retirement Plan series continues with a discussion of Smart Review and Smart Income Streams. Have you heard from your advisor lately? It’s important to have your finances reviewed at least once a year to ensure you are on track to reach your goals.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Call Erick today at 352-616-0511
Book a free consultation https://calendly.com/takepoint-wealth/.
Friday Aug 19, 2022
Friday Aug 19, 2022
On this week’s show, Erick talks about balancing risk in your retirement savings and explains two Smart Tax strategies that are essential to building a Smart Retirement Plan. Also, Author and Financial Educator Ford Stokes joins the show to discuss his book – Annuity 360.
Book a free consultation https://calendly.com/takepoint-wealth/.
Call Erick today at 352-616-0511
Friday Aug 05, 2022
Friday Aug 05, 2022
Erick explains why you should have your personal finances reviewed annually to ensure you are on the right path. Consider replacing your bonds with annuities to delete portfolio fees and guarantee yourself an income for life.
Call Erick today at 352-616-0511
Book a free consultation https://calendly.com/takepoint-wealth/.
Friday Jul 29, 2022
Friday Jul 29, 2022
On this episode of Take Point on Retirement, Erick and Randy discuss market updates including what is happening with real estate and interest rates. They also offer strategies for beating inflation while protecting and growing your wealth.
Book a free meeting now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Friday Jul 15, 2022
Friday Jul 15, 2022
On this episode of Take Point on Retirement, Erick talks about what it means to be a fiduciary and how they are legally and ethically obligated to do what is best for you. Do you know how much you are paying in fees and expenses? Get a second opinion and schedule a personal meeting with Erick and Randy today.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Thursday Jun 30, 2022
Thursday Jun 30, 2022
Erick and Randy wish all the listeners a happy Independence Day weekend, and talk about how inflation will affect your backyard cookouts this summer. They also discuss how you can build a smart income plan that protects and grows your hard-earned money.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Friday Jun 24, 2022
Friday Jun 24, 2022
Erick and Randy talk about how they can help people like you create a more tax-efficient retirement plan. Why pay more taxes than necessary? Reach out to us today and find out if a Roth Conversion is right for you.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Friday Jun 17, 2022
Friday Jun 17, 2022
Erick welcomes Mike Banner to the show to discuss reverse mortgages. We also talk about the recent interest rate hikes and offer strategies for protecting and growing your assets during a bear market.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Friday Jun 10, 2022
Friday Jun 10, 2022
Do you have a tax plan in place for your future in retirement? With taxes on the rise, Erick offers solutions and strategies for reducing what you will owe the IRS during your retirement years.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
Saturday May 28, 2022
Saturday May 28, 2022
On this week's episode of Take Point on Retirement, Golf Hall-of-Famer Nancy Lopez joins the show to talk budgeting, retirement, and more! Call us today at (352) 616-0511 or click below to set an appointment with Erick.
Set an appointment with Erick: Access Erick's Calendar
Visit our Website: TakePointWealth.com
Listen to other episodes at: TakePointOnRetirement.com
You can catch The Take Point on Retirement Show every Saturday on WXJB 99.9FM at 7:30 AM and on AM860 and FM93.7 The Answer at 10:00 AM and 1:00 PM.