Take Point on Retirement

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 investments? Call Take Point Wealth Management at (352) 616-0511 For More Information: https://TakePointOnRetirement.com

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