Take Point on Retirement

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

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 Visit Our Website!

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

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

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

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