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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 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
Friday Nov 18, 2022
Friday Nov 18, 2022
Erick breaks down the latest news regarding cryptocurrency before diving-in to tax-efficient investing strategies for your retirement. We are also joined by our tax expert, Randy, who shares some retirement tax tips you won’t want to miss.
Is your hard-earned money safe and protected from loss?
Book a complimentary consultation at TakePointWealth.com
Got Questions? Call Erick today at 352-616-0511
Friday Nov 04, 2022
Friday Nov 04, 2022
On this week’s show, Erick explains why there has never been a better time to invest in a fixed indexed annuity and strengthen your income plan for retirement. You will learn how interest rates affect you and how working with a financial advisor can save you significant money on fees.
Is your hard-earned money safe and protected from loss?
Book a complimentary consultation and request your free copy of Annuity 360 at TakePointWealth.com
Got Questions? Call Erick today at 352-616-0511
Friday Oct 28, 2022
Friday Oct 28, 2022
Halloween has arrived, but don’t let that scare you into putting-off your financial planning for 2023. This week, Erick discusses some strategies to eliminate your income gap, looks at the new IRS tax brackets and much more!
Is your hard-earned money safe and protected from loss?
Book a complimentary consultation and request your free copy of Annuity 360 at TakePointWealth.com
Got Questions? Call Erick today at 352-616-0511
Friday Oct 07, 2022
Friday Oct 07, 2022
In this week’s show, Erick welcomes a couple of special guest experts to talk about Medicare and taxes. Plus, with market uncertainty and inflation affecting all of us, Erick goes over some strategies for how you can “get to the guarantees” when it comes to your retirement planning.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Request your free copy of Annuity 360 at TakePointOnRetirement.com
Book a free consultation https://calendly.com/takepoint-wealth/.
Call Erick today at 352-616-0511
Friday Sep 23, 2022
Friday Sep 23, 2022
Erick details a list of five important things to own during retirement, and offers strategies for protecting and growing your hard-earned money during this volatile time in the U.S. economy.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Book a free consultation https://calendly.com/takepoint-wealth/.
Call Erick today at 352-616-0511
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