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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
Saturday May 14, 2022
Saturday May 14, 2022
It's important not to make emotional decisions during economic volatility. The key to a successful retirement is sticking to a tested plan that includes tactical management strategies. 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.
Saturday May 07, 2022
Saturday May 07, 2022
On this episode of Take Point on Retirement, Erick responds to a story about housing and mortgage rates and discusses how these things are affecting the state of Florida. Contact Take Point Wealth today to start building your own financial plan. Give us a call 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.
Thursday Apr 14, 2022
Thursday Apr 14, 2022
Erick explains the different types of annuities and highlights some particular ones to avoid. If you have an annuity that isn't meeting your expectations, or if you would like Erick to help build you a retirement plan, visit www.TakePointOnRetirement.com today!
Book a free consultation with Erick at www.TakePointWealth.com or by calling (352) 616-0511.
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.
Saturday Apr 02, 2022
Saturday Apr 02, 2022
On this episode of the Take Point on Retirement, Erick discusses the recent bounce-back in the markets and explains how you can reduce your future tax risk with a Roth ladder conversion.
You can catch our 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. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set an appointment with Erick.
Book a conversation with Erick now: TakePointOnRetirement.com
Listen to other episodes at: TakePointOnRetirement.com
Saturday Mar 19, 2022
Saturday Mar 19, 2022
On this episode of Take Point on Retirement, Erick gives listeners a market update and explains how the Take Point team prepares for market volatility before it strikes. Don't let fear creep into your retirement, give us a call today at (352) 616-0511 or click below to set a appointment with Erick.
Set an appointment with Erick: Access Erick's Calendar
Visit our Website: TakePointWealth.com
Listen to other episodes at: TakePointOnRetirement.com
Saturday Mar 05, 2022
Saturday Mar 05, 2022
On this episode of Take Point on Retirement, Erick walks you through his process of working with clients, explains how he can help you receive the income you need during retirement and gives his thoughts on the war in Ukraine.
You can catch our show every Saturday on WXJB 99.9FM at 7:30AM and on AM860 and FM93.7 The Answer at 10:00AM and 1:00PM. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set a appointment with Erick.
Book a conversation with Erick now: TakePointOnRetirement.com
Listen to other episodes at: TakePointOnRetirement.com
Saturday Feb 19, 2022
Saturday Feb 19, 2022
On this episode of Take Point on Retirement, Erick gives a market update and encourages investors to not overreact to everyday media stories.
Then, he highlights some key mistakes to avoid when thinking about your retirement, and discusses a new investment option that offers protection and positive growth.
You can catch our show every Saturday on WXJB 99.9FM at 7:30AM and on AM860 and FM93.7 The Answer at 10:00AM and 1:00PM. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set a appointment with Erick.
Book a conversation with Erick now: TakePointOnRetirement.com
Listen to other podcast episodes at: TakePointOnRetirement.com
Saturday Feb 12, 2022
Saturday Feb 12, 2022
On this episode of Take Point on Retirement, Erick discusses the importance of having a smart financial plan and consulting with a fiduciary who is obligated to put your needs first.
He also answers more questions from listeners, and provides guidance for beating inflation in 2022 and beyond.
Book your free consultation now: TakePointOnRetirement.com
Saturday Jan 15, 2022
Saturday Jan 15, 2022
The Take Point Wealth team answers more great questions from our listeners this week like "Will my Social Security be taxed?" and "Is there a way to safely and legally reduce my income taxes during retirement?". We cover retirement income, Social Security, taxes, and much more. Tune in to this week's show to dive into specific topics that will end up affecting your retirement!
Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and my listeners receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.
We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.
As always, thanks again for listening to Take Point on Retirement!
Saturday Jan 08, 2022
Saturday Jan 08, 2022
This episode of Take Point on Retirement Show explains how to build a tailor-made retirement plan for 2022. We walk though some questions from our listeners on social security, inflation, and 401ks; then we tackle the best ways to reduce your taxes and grow your assets during retirement. Listen in to another information packed episode of the Take Point on Retirement Show, brought to you by Erick Arnett of Take Point Wealth.
Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and listeners can receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.
We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.
Thanks again for listening to Take Point on Retirement, we will be back next week!