Take Point on Retirement

Erick and Jacob are back this week for an all-new episode to help you prepare for a successful retirement. Listen-in to this installment as the father-son advisory duo discusses how you can minimize the effect taxes will have on your future retirement.      

For More Information: TakePointWealth.com

Schedule a Complimentary Consultation with Erick Arnett

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

In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.

For More Information: TakePointWealth.com

Schedule a Complimentary Consultation with Erick Arnett

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

Erick Arnett highlights some of the biggest retirement mistakes and bad financial decisions he sees when helping people prepare for their financial future.     

For More Information: TakePointWealth.com

Schedule a Complimentary Consultation with Erick Arnett

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

For More Information: TakePointWealth.com

Schedule a Complimentary Consultation with Erick Arnett

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

On this week's installment, Erick and Jacob discuss some alarming statistics about retirement preparedness in the United States, and explain how they can build you a plan to cover all your financial, healthcare and estate planning needs for your golden years.    

To Learn More: ActiveWealth.com

Questions about retirement, Medicare or estate planning? Call Take Point Wealth Management today at (352) 616-0511

The Department of Veterans Affairs is announcing that all Veterans who were exposed to toxins and other hazards while serving in the military will be eligible to enroll directly in VA health care on March 5, 2024.

This means that Veterans who were exposed to burn pits, Agent Orange, herbicides, chemicals, nuclear weapons, or other toxins while serving in the military – at home or abroad – will be able to enroll directly in VA health care without first applying for VA benefits.

Retirement.Radio’s Matt McClure speaks with Dr. Shereef Elnahal, Undersecretary for Health at the VA, to fin...

Erick and Jacob walk listeners through the ten essential steps you should take as you prepare for retirement. If you want to retire in the next ten years, it’s important that you meet with licensed professionals who can help you protect and grow your hard-earned retirement savings.  

Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

Schedule your complimentary consultation at TakePointWealth.com 

Erick explains how he helps people see their “results in advance” when planning for their retirement. Plus, he highlights the importance of eliminating silent killers like taxes, fees and target date funds from your overall retirement plan. 

Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

Visit Our Website at TakePointWealth.com

On this week’s show, Erick explains how a bond replacement can delete fees and eliminate risk for a sizable portion of your portfolio. Plus, millions of Americans are making mistakes with their 401(k) accounts. We point out those landmines so you don’t make any missteps when it comes to planning for retirement. 

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

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. 

Schedule your complimentary consultation now at TakePointWealth.com 

Got questions about your money, taxes or estate planning? Call Take Point Wealth Management today at (352) 616-0511

 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

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.

Tune-In To More Take Point on Retirement at TakePointOnRetirement.com

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

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!

For More Information, Visit TakePointOnRetirement.com

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.

For More Information: TakePointWealth.com

To Contact Michael Forslund: Click Here

Questions about your Retirement?

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

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

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. 

For More Information: TakePointOnRetirement.com

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

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

On this week’s episode, Erick shares how he helps people cut costs by building fee-efficient retirement plans and making sure that a proper will and estate plan is in order. We also discuss a recent story about Aretha Franklin and a will found in her couch.

For More Information: TakePointWealth.com

Subscribe to Our YouTube Channel

On this week’s episode of Take Point on Retirement, Erick is once again joined by legal expert Sarah Elyaman to help explain how estate planning is for everyone, not just the rich.

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

On this week’s episode of Take Point on Retirement, Erick explains how you can be like Warren Buffett and apply a billionaire’s winning strategies to your own life and retirement plan. We share a list of rules that The Oracle of Omaha lives by and discuss how you can take action and improve your own financial plan today.

Plus, is financial jargon causing you confusion and frustration? Erick explains how he can help you get back to the basics during your complimentary consultation with Take Point Wealth Management.

Got Questions about taxes or your...

On this week’s show, Erick explains how he helps people prepare for retirement by focusing on two significant headwinds for every retiree – taxes and fees. Do you have a solid plan in place to get you to and through retirement?

For More Information Visit TakePointWealth.com

Follow our YouTube Channel

Produced by Matt McClure

In rare situations, refinancing could be a good idea for people to save on their monthly payments… even in today’s high interest rate environment. That’s the topic of this week’s Cost Cutter vignette

For more information, visit TakePointWealth.com

Erick shares some important information about the debt ceiling and why it matters for current and future retirees. Is your retirement plan accounting for future tax increases?

Plus, we detail some critical steps you need to take before you retire or start taking Social Security.

Schedule your free retirement consultation with Erick at TakePointWealth.com

Got questions about taxes or your retirement savings? Call Take Point Wealth Management at (352) 616-0511

On this week’s show, Erick and Sam discuss the top habits wealthy Americans build in order to grow their wealth. Then, we welcome on a legal expert to discuss the importance of having a proper plan in place for your estate.

For More Information: TakePointWealth.com

On this week’s show, Erick and Randy start by encouraging listeners to get a head start on next year by implementing smart tax-saving strategies now. We share our quote of the week and help explain why interest rates have made it a great time to get more defensive with your retirement investments.

Work with a team who has your family’s best interests in mind!

Schedule a free retirement consultation with Erick at TakePointWealth.com

Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511

Erick and Randy open the show by sharing advice for those who are nearing retirement. Then, Erick lists the top concerns that retirees and pre-retirees are worried about, and offers solutions to these obstacles we will all face.

It’s time to work with a team who has your family’s best interests in mind. 

Schedule your free retirement consultation with Erick at TakePointWealth.com

Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511

An interview with Rohan Ganduri, Assistant Professor of Finance at Goizueta Business School at Emory University. Conducted by Retirement.Radio Network Producer Matt McGlure.

Rohan outlines the recent bank failure at Silicon Valley Bank while explaining what you can do to protect your hard-earned money from a potential banking crisis.

For More Information, Visit TakePointWealth.com 

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

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

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

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

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

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 

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 

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

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