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

Erick details a list of five important things to own during retirement, and offers strategies for protecting and growing your hard-earned money during this volatile time in the U.S. economy. Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio? Book a free consultation https://calendly.com/takepoint-wealth/.  Call Erick today at 352-616-0511

The Smart Retirement Plan series continues with a discussion of Smart Review and Smart Income Streams. Have you heard from your advisor lately? It’s important to have your finances reviewed at least once a year to ensure you are on track to reach your goals. Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio? Call Erick today at 352-616-0511 Book a free consultation https://calendly.com/takepoint-wealth/. 

On this week’s show, Erick talks about balancing risk in your retirement savings and explains two Smart Tax strategies that are essential to building a Smart Retirement Plan. Also, Author and Financial Educator Ford Stokes joins the show to discuss his book – Annuity 360. Book a free consultation https://calendly.com/takepoint-wealth/.  Call Erick today at 352-616-0511

Erick explains why you should have your personal finances reviewed annually to ensure you are on the right path. Consider replacing your bonds with annuities to delete portfolio fees and guarantee yourself an income for life. Call Erick today at 352-616-0511 Book a free consultation https://calendly.com/takepoint-wealth/.     

On this episode of Take Point on Retirement, Erick and Randy discuss market updates including what is happening with real estate and interest rates. They also offer strategies for beating inflation while protecting and growing your wealth. Book a free meeting now at TakePointOnRetirement.com Call Erick today at 352-616-0511  

On this episode of Take Point on Retirement, Erick talks about what it means to be a fiduciary and how they are legally and ethically obligated to do what is best for you. Do you know how much you are paying in fees and expenses? Get a second opinion and schedule a personal meeting with Erick and Randy today. Book a free consultation now at TakePointOnRetirement.com Call Erick today at 352-616-0511

Erick and Randy wish all the listeners a happy Independence Day weekend, and talk about how inflation will affect your backyard cookouts this summer. They also discuss how you can build a smart income plan that protects and grows your hard-earned money. Book a free consultation now at TakePointOnRetirement.com Call Erick today at 352-616-0511

Erick and Randy talk about how they can help people like you create a more tax-efficient retirement plan. Why pay more taxes than necessary? Reach out to us today and find out if a Roth Conversion is right for you.   Book a free consultation now at TakePointOnRetirement.com   Call Erick today at 352-616-0511  

Erick welcomes Mike Banner to the show to discuss reverse mortgages. We also talk about the recent interest rate hikes and offer strategies for protecting and growing your assets during a bear market.   Book a free consultation now at TakePointOnRetirement.com   Call Erick today at 352-616-0511

Do you have a tax plan in place for your future in retirement? With taxes on the rise, Erick offers solutions and strategies for reducing what you will owe the IRS during your retirement years.   Book a free consultation now at TakePointOnRetirement.com Call Erick today at 352-616-0511

On this week's episode of Take Point on Retirement, Golf Hall-of-Famer Nancy Lopez joins the show to talk budgeting, retirement, and more! Call us today at (352) 616-0511 or click below to set an appointment with Erick. Set an appointment with Erick: Access Erick's Calendar Visit our Website: TakePointWealth.com Listen to other episodes at: TakePointOnRetirement.com You can catch The Take Point on Retirement Show every Saturday on WXJB 99.9FM at 7:30 AM and on AM860 and FM93.7 The Answer at 10:00 AM and 1:00 PM.  

It's important not to make emotional decisions during economic volatility. The key to a successful retirement is sticking to a tested plan that includes tactical management strategies. Call us today at (352) 616-0511 or click below to set an appointment with Erick. Set an appointment with Erick: Access Erick's Calendar Visit our Website: TakePointWealth.com Listen to other episodes at: TakePointOnRetirement.com You can catch The Take Point on Retirement Show every Saturday on WXJB 99.9FM at 7:30 AM and on AM860 and FM93.7 The Answer at 10:00 AM and 1:00 PM.    

On this episode of Take Point on Retirement, Erick responds to a story about housing and mortgage rates and discusses how these things are affecting the state of Florida. Contact Take Point Wealth today to start building your own financial plan. Give us a call today at (352) 616-0511 or click below to set an appointment with Erick. Set an appointment with Erick: Access Erick's Calendar Visit our Website: TakePointWealth.com Listen to other episodes at: TakePointOnRetirement.com You can catch The Take Point on Retirement Show every Saturday on WXJB 99.9FM at 7:30 AM and on AM860 and FM93.7 The Answer at 10:00 AM and 1:00 PM.  

Erick explains the different types of annuities and highlights some particular ones to avoid. If you have an annuity that isn't meeting your expectations, or if you would like Erick to help build you a retirement plan, visit www.TakePointOnRetirement.com today!  Book a free consultation with Erick at www.TakePointWealth.com or by calling (352) 616-0511. You can catch The Take Point on Retirement Show every Saturday on WXJB 99.9FM at 7:30 AM and on AM860 and FM93.7 The Answer at 10:00 AM and 1:00 PM. 

On this episode of the Take Point on Retirement, Erick discusses the recent bounce-back in the markets and explains how you can reduce your future tax risk with a Roth ladder conversion. You can catch our show every Saturday on WXJB 99.9FM at 7:30 AM and on AM860 and FM93.7 The Answer at 10:00 AM and 1:00 PM. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set an appointment with Erick.  Book a conversation with Erick now: TakePointOnRetirement.com Listen to other episodes at: TakePointOnRetirement.com

On this episode of Take Point on Retirement, Erick gives listeners a market update and explains how the Take Point team prepares for market volatility before it strikes. Don't let fear creep into your retirement, give us a call today at (352) 616-0511 or click below to set a appointment with Erick. Set an appointment with Erick: Access Erick's Calendar Visit our Website: TakePointWealth.com Listen to other episodes at: TakePointOnRetirement.com

On this episode of Take Point on Retirement, Erick walks you through his process of working with clients, explains how he can help you receive the income you need during retirement and gives his thoughts on the war in Ukraine. You can catch our show every Saturday on WXJB 99.9FM at 7:30AM and on AM860 and FM93.7 The Answer at 10:00AM and 1:00PM. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set a appointment with Erick.  Book a conversation with Erick now: TakePointOnRetirement.com Listen to other episodes at: TakePointOnRetirement.com

On this episode of Take Point on Retirement, Erick gives a market update and encourages investors to not overreact to everyday media stories. Then, he highlights some key mistakes to avoid when thinking about your retirement, and discusses a new investment option that offers protection and positive growth. You can catch our show every Saturday on WXJB 99.9FM at 7:30AM and on AM860 and FM93.7 The Answer at 10:00AM and 1:00PM. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set a appointment with Erick.  Book a conversation with Erick now: TakePointOnRetirement.com Listen to other podcast episodes at: TakePointOnRetirement.com

On this episode of Take Point on Retirement, Erick discusses the importance of having a smart financial plan and consulting with a fiduciary who is obligated to put your needs first. He also answers more questions from listeners, and provides guidance for beating inflation in 2022 and beyond. Book your free consultation now: TakePointOnRetirement.com

The Take Point Wealth team answers more great questions from our listeners this week like "Will my Social Security be taxed?" and "Is there a way to safely and legally reduce my income taxes during retirement?". We cover retirement income, Social Security, taxes, and much more. Tune in to this week's show to dive into specific topics that will end up affecting your retirement!  Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and my listeners receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511. We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning. As always, thanks again for listening to Take Point on Retirement!

This episode of Take Point on Retirement Show explains how to build a tailor-made retirement plan for 2022. We walk though some questions from our listeners on social security, inflation, and 401ks; then we tackle the best ways to reduce your taxes and grow your assets during retirement. Listen in to another information packed episode of the Take Point on Retirement Show, brought to you by Erick Arnett of Take Point Wealth.  Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and listeners can receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511. We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning. Thanks again for listening to Take Point on Retirement, we will be back next week!

This week on Take Point on Retirement, Erick talks about tax strategies with Randy Woodruff before getting into the three rules you need to follow for a successful retirement in 2022. Book your free no-obligation consultation: TakePointOnRetirement.com Watch more episodes: TakePointonRetirement.com/category/podcast/

This week on Take Point on Retirement, Erick talks about his experience in the financial industry and what it's like to work with Take Point Wealth Management. We also discuss the five things you want to own during retirement, how inflation is reducing our buying power and we answer some of the most frequently asked questions from pre-retirees. Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and my listeners receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511. We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning. Thanks again for listening to Take Point on Retirement, we will be back next week!

In this week's show, Erick and Randy talk about the new Secure Act 2.0 and how it could affect planning for retirement. The short answer is is plenty.  Retirement and wealth management can be daunting, so let us help you with your financial goals. We’re available to you, and listeners can receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511. We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning. Thanks again for listening to Take Point on Retirement, we will be back next week!

Erick Arnett and the team go over the top 10 misconceptions about retirement including myths on Medicare, Social Security, Taxes, and more.    We cover:  Market Update Inflation Demonstration Most Common Misconceptions About Retirement This Week in History Most Common Misconceptions About Social Security Bond Replacement with Fixed Indexed Annuities Required Minimum Distributions, and planning for them! Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and my listeners receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511. We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning. Thanks again for listening to Take Point on Retirement, we will be back next week!

This week we're covering important Retirement Milestones, ages that you need to be aware of that are milestones in your lifetime with it comes to good retirement planning. We also cover taxes and some strategies that can relieve some of the tax burden in the future.  To learn more give us a call at (352) 616-0511 or visit www.TakePointonRetirement.com to set an appointment. 

This week we talk inflation, how rampant it has run this year, and how you can fight against it. We answer listener questions: Where will my retirement income come from? How much will my income need to increase to keep up with inflation? If inflation averages 5%, how much will I need in the future? Will Social Security keep up with the cost of living We also discuss how to avoid a 50% tax penalty from the IRS with proper Required Minimum Distribution (RMD) Withdrawal Planning.  To learn more visit www.TakePointonRetirement.com or call (352) 616-0511.

Today’s show is all about maximizing your social security and using it to your best advantage, so let’s begin by clearing up some of the most common misconceptions we hear regarding social security. As a reminder, my radio and podcast listeners get a free financial plan to their 95th birthday and a free portfolio analysis. You will receive a Social Security Maximization Report at no cost to you when you book an appointment with us. Just visit www.TakePointonRetirement.com or call (352) 616-0511. Common Misconceptions Regarding Social Security:  Everyone’s social security benefit is the same amount Your benefit amount is fixed forever You are stuck with the benefit offered to you You should draw from social security as soon as possible Your benefit will increase every year

In the week's episode we cover all the aspects of a smart financial plan:  Smart Financial Plan = Smart Safe + Smart Risk + Smart Tax + Smart Health Learn more at www.TakePointWealth.com Or check out our weekly radio show at www.TakePointOnRetirement.com  Give us a call to see how your retirement can be set up for smart risk, smart safe, smart tax, and smart health.  (352) 616-0511