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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...

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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Guest Michael Forslund with Fairway Home Mortgage talks with Erick and James

3/21/2026

Duration:00:57:21

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Tactical vs. Passive in Retirement

3/19/2026

Duration:00:57:21

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5 Tips for a Happy Retirement

2/5/2026

Duration:00:57:21

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Key Habits of Upper Class Retirees

2/5/2026

Duration:00:57:15

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The Markets

1/12/2026

Duration:00:57:15

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The Next Chapter: A Christmas Guide to Retirement

1/8/2026

Duration:00:56:58

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The Top 5 Financial Stages of Life

1/8/2026

Duration:00:57:15

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Key Habits of Upper-Class Retirees

11/24/2025

Duration:00:57:21

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The Longevity Challenge

11/21/2025

Duration:00:57:21

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Steps to Help Your Retirement Savings

11/10/2025

Duration:00:57:14

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Volatility

11/3/2025

Duration:00:57:14

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Estate & Legacy Planning

10/27/2025

Duration:00:57:07

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Creating a Lasting Legacy

10/20/2025

Duration:00:57:14

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Creating a Lasting Legacy

9/29/2025

Duration:00:57:14

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Estate and Legacy Planning

9/4/2025

Duration:00:57:18

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Estate and Legacy Planning

9/1/2025

Duration:00:57:18

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5 Strategic Steps to Help Elevate Your Retirement Savings

8/29/2025

Duration:00:57:14

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The Longevity Challenge

8/18/2025

Duration:00:57:21

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Preserving & Optimizing Your 401K

8/15/2025

Duration:00:57:18

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The Longevity Challenge

7/28/2025

Duration:00:57:21