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Take Point on Retirement

News & Politics Podcasts

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.

Location:

United States

Description:

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.

Language:

English

Contact:

(352) 616-0511


Episodes
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Decisions 2024

7/17/2024

Duration:00:57:23

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Creating A Lasting Legacy

7/17/2024

Duration:00:57:23

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10 Ways to Reduce Taxes in Retirement

6/3/2024

Duration:00:57:23

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The Five Financial Stages of Life

5/20/2024

Duration:00:57:22

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Don’t Worry, Retire Happy: How to Plan for a Successful Retirement

5/10/2024
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

Duration:00:57:30

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Updated Online Budgeting Trends - Interview with Robin Growley

4/23/2024
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

Duration:00:05:51

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The Biggest Retirement Mistakes You Want to Avoid

4/19/2024
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

Duration:00:57:30

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Important Social Security Decisions for Married Couples

3/27/2024
For More Information: TakePointWealth.com Schedule a Complimentary Consultation with Erick Arnett Call Take Point Wealth Management Today at (352) 616-0511

Duration:00:01:36

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Many Americans are Unprepared for Retirement – Are You?

3/22/2024
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

Duration:00:57:35

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Healthcare for Heroes: Options & Benefits for Veterans

3/6/2024
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 find out more about how these veterans can get the help they need. For More Information: TakePointWealth.com

Duration:00:06:17

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Ten Steps You Can Take to Retire in Ten Years or Less

3/1/2024
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

Duration:00:57:30

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How to Minimize Taxes & Fees in Your Retirement Accounts

2/16/2024
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

Duration:00:57:30

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Avoid These Mistakes with Your 401(k)

2/2/2024
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

Duration:00:57:30

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Taxes in Retirement: How to Optimize Your Golden Years

1/12/2024
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

Duration:00:57:30

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Planning Ahead to Protect Your Financial Retirement Future

12/22/2023
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

Duration:00:57:51

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Sports and Apparel Companies are Facing a Rough Holiday Season

12/21/2023
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

Duration:00:01:30

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Protecting Your Retirement from Inflation and a Volatile Economy

12/4/2023
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

Duration:00:57:30

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Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings

10/27/2023
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

Duration:00:57:56

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Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund

9/22/2023
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

Duration:00:57:30

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From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning

8/18/2023
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

Duration:00:57:36