Take Point on Retirement: Recent Episodes
Erick Arnett
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.
As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great Ways to Save guide.
The conversation covers:
- Smart grocery shopping strategies that can help reduce impulse spending.
- Creative ways to use AI as a money-saving tool, from negotiating fees to planning travel.
- Easy travel tips that can help lower fuel costs on your next road trip.
- Online shopping tricks that could unlock discounts before you click "buy."
- Resources from AARP that can help you stretch your dollars throughout the year.
Whether you're preparing for retirement or simply looking for practical ways to make your money go further, this interview is packed with actionable tips you can start using today.
đ» Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
https://www.wxjbfm.com/
đ Visit our website:
https://takepointwealth.com/
đ§ Listen to the podcast:
https://takepointwealth.podbean.com/
đș Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
đConnect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
đ Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Every day, retirement planning specialists sit down with people who have spent decades working, saving, investing, and preparing for retirement. And while every client is unique, there are four questions that come up almost every single day. They're simple questionsâbut the answers can dramatically impact someone's financial futureâŠOn this weekâs show, Host Jim Tarabocchia and Lead Financial Advisor Erick Arnett are tackling those four questions head-on. The guys explain what retirement professionals look for, what mistakes people commonly make, and what you should be thinking about before making major financial decisions. Whether you're five years away from retirement or already enjoying it, this is a show you won't want to miss!
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Donât miss this episode if youâre looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
đ» Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
https://www.wxjbfm.com/
đ Visit our website:
https://takepointwealth.com/
đ§ Listen to the podcast:
https://takepointwealth.podbean.com/
đș Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
đConnect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
đ Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Jim Tarabocchia is a seasoned, accomplished award-winning host, communications professional and versatile broadcaster with over 15 years of experience across the media landscape. From the high-energy environment of live sports play-by-play to the nuanced world of public relations and corporate communications, Jim has built a career defined by analytical rigor and meticulous preparation.
A former Division I athlete, Jim brings a disciplined, high-performance mindset to every project. His expertise spans hosting financial radio shows and podcasts, executing complex media relations strategies, and delivering crisp, data-driven commentary. Known for his ability to synthesize complex information into clear, compelling narratives, Jim excels at bridging the gap between technical data and audience engagement. Whether behind the mic or managing public-facing communications, he remains committed to the highest standards of professional excellence and precision.
This month, as we recognize National Annuity Awareness Month, we're taking time to talk about a retirement topic that continues to generate a lot of questions for families across the country â annuities and guaranteed retirement income. For some people, annuities can help create predictable income and provide peace of mind in retirement. For others, they may not fit their goals at all. The challenge is that many Americans hear conflicting information, complicated terminology, and high-pressure sales messaging that can make it difficult to separate facts from hype. On this weekâs show, Host Jim Tarabocchia and Financial Advisor Erick Arnett break down what annuities actually are, how different types of annuities work, and the role they may play within a broader retirement strategy. The guys also talk about some of the biggest myths surrounding annuities and the questions every consumer should ask before making any long-term financial decision.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Donât miss this episode if youâre looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
đ» Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
https://www.wxjbfm.com/
đ Visit our website:
https://takepointwealth.com/
đ§ Listen to the podcast:
https://takepointwealth.podbean.com/
đș Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
đConnect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
đ Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Jim Tarabocchia is a seasoned, accomplished award-winning host, communications professional and versatile broadcaster with over 15 years of experience across the media landscape. From the high-energy environment of live sports play-by-play to the nuanced world of public relations and corporate communications, Jim has built a career defined by analytical rigor and meticulous preparation.
A former Division I athlete, Jim brings a disciplined, high-performance mindset to every project. His expertise spans hosting financial radio shows and podcasts, executing complex media relations strategies, and delivering crisp, data-driven commentary. Known for his ability to synthesize complex information into clear, compelling narratives, Jim excels at bridging the gap between technical data and audience engagement. Whether behind the mic or managing public-facing communications, he remains committed to the highest standards of professional excellence and precision.
This week Financial Advisor Erick Arnett and Host Jim Tarabocchia discuss the risk you didnât see coming, a withdrawal rate wake-up call, and new COLA projections, inflation trends & what retirees need to watch next.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Donât miss this episode if youâre looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
đ» Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
https://www.wxjbfm.com/
đ Visit our website:
https://takepointwealth.com/
đ§ Listen to the podcast:
https://takepointwealth.podbean.com/
đș Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
đConnect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
đ Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Jim Tarabocchia is a seasoned, accomplished award-winning host, communications professional and versatile broadcaster with over 15 years of experience across the media landscape. From the high-energy environment of live sports play-by-play to the nuanced world of public relations and corporate communications, Jim has built a career defined by analytical rigor and meticulous preparation.
A former Division I athlete, Jim brings a disciplined, high-performance mindset to every project. His expertise spans hosting financial radio shows and podcasts, executing complex media relations strategies, and delivering crisp, data-driven commentary. Known for his ability to synthesize complex information into clear, compelling narratives, Jim excels at bridging the gap between technical data and audience engagement. Whether behind the mic or managing public-facing communications, he remains committed to the highest standards of professional excellence and precision.
For some people, annuities are safety. For others, theyâre a dirty word. But hereâs the truth: Americans are living longer, pensions are disappearing, markets are volatile, and retirement today looks nothing like it did 30 years ago. This week, Financial Advisor Erick Arnett, and Host Jim Tarabocchia cut through the sales pitches and fear tactics to answer one question: Can annuities actually improve retirement outcomes?
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Donât miss this episode if youâre looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
đ» Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
https://www.wxjbfm.com/
đ Visit our website:
https://takepointwealth.com/
đ§ Listen to the podcast:
https://takepointwealth.podbean.com/
đș Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
đConnect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
đ Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Jim Tarabocchia is a seasoned, accomplished award-winning host, communications professional and versatile broadcaster with over 15 years of experience across the media landscape. From the high-energy environment of live sports play-by-play to the nuanced world of public relations and corporate communications, Jim has built a career defined by analytical rigor and meticulous preparation.
A former Division I athlete, Jim brings a disciplined, high-performance mindset to every project. His expertise spans hosting financial radio shows and podcasts, executing complex media relations strategies, and delivering crisp, data-driven commentary. Known for his ability to synthesize complex information into clear, compelling narratives, Jim excels at bridging the gap between technical data and audience engagement. Whether behind the mic or managing public-facing communications, he remains committed to the highest standards of professional excellence and precision.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
May is Military appreciation month, a time to honor the men and women who serve and have served our great nationâŠAnd while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose. Key Points Covered:1. Finding a purpose - For many who leave the military, the biggest challenge isnât just money â itâs finding purpose in a new civilian world. 2. Financial Stability - With a solid financial foundation, veterans gain the freedom to chase meaningful work instead of just any paycheck. 3. Financial Options - Several powerful financial vehicles are available specifically for former service members.
đ» Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
https://www.wxjbfm.com/
đ Visit our website:
https://takepointwealth.com/
đ§ Listen to the podcast:
https://takepointwealth.podbean.com/
đș Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
đConnect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
đ Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
--
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia answer the question of will your money last, plus the expense that can really derail your retirement plan, and Taxes, Legacy & Leaving a Plan Behind.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Donât miss this episode if youâre looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
đ» Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
https://www.wxjbfm.com/
đ Visit our website:
https://takepointwealth.com/
đ§ Listen to the podcast:
https://takepointwealth.podbean.com/
đș Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
đConnect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
đ Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
--
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia why beneficiaries trump your will, tax traps and hidden consequences, and the keys to performing a simple beneficiary audit.
Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!
Donât miss this episode if youâre looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!
Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
đ» Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
https://www.wxjbfm.com/
đ Visit our website:
https://takepointwealth.com/
đ§ Listen to the podcast:
https://takepointwealth.podbean.com/
đș Subscribe on YouTube:
https://www.youtube.com/@TakePointOnRetirement
đConnect with Erick Arnett:
Phone (Tampa Bay) --- (352) 707-2889
Phone (Nationwide Clients) --- (888) 991-1287
Email --- Erick@takepointwealth.com
Website --- https://takepointwealth.com/
LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7
đ Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management
Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
--
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
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
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
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
For More Information: TakePointWealth.com
Schedule a Complimentary Consultation with Erick Arnett
Call Take Point Wealth Management Today at (352) 616-0511
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
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 â at home or abroad â will be able to enroll directly in VA health care without first applying for VA benefits.
Retirement.Radioâs 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
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, itâs 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
Erick explains how he helps people see their âresults in advanceâ 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
On this weekâs 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 donât 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
On this weekâs 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
On this weekâs 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
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
On this weekâs episode, Erick is back with important information to help listeners outpace inflation with their retirement plans. Plus, what is âsequence of returns riskâ 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
On this weekâs 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 â why estate plans are for everyone, not just the wealthy!
For More Information, Visit TakePointOnRetirement.com
On this weekâs 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 weekâs 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.comÂ
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.Â
For More Information: TakePointOnRetirement.com
On this weekâs 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 weekâs episode of Take Point on Retirement, Erick discusses the role your health plays in your overall retirement picture. Remember â your personal health is one of your greatest assets!
Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.comÂ
Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511
On this weekâs 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 weekâs 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.comÂ
Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511
On this weekâs episode of Take Point on Retirement, Erick explains how you can be like Warren Buffett and apply a billionaireâs 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.comÂ
On this weekâs show, Erick explains how he helps people prepare for retirement by focusing on two significant headwinds for every retiree â taxes and fees. Do you have a solid plan in place to get you to and through retirement?
For More Information Visit TakePointWealth.com
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Produced by Matt McClure
In rare situations, refinancing could be a good idea for people to save on their monthly payments⊠even in todayâs high interest rate environment. Thatâs the topic of this weekâs 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 weekâs 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 weekâs 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 familyâs 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.
Itâs time to work with a team who has your familyâs best interests in mind.Â
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.comÂ
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 â Erick explains how to kick the IRS out of being your partner in retirement.
Donât 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 weekâs show, Erick welcomes Susie Carey to discuss the importance of having a legal plan for you and your familyâs 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, itâs 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 weekâs 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 â 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 HereÂ
On this weekâs 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 HereÂ
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 weekâs show, Erick goes over a list of financial new yearâs 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 wonât 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 weekâs 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 donât 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 weekâs 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 âget to the guaranteesâ 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/.Â
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/.Â
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/.Â
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? Itâs 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/.Â
On this weekâs 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 â Annuity 360.
Book a free consultation https://calendly.com/takepoint-wealth/.Â
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 now at TakePointOnRetirement.com
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:Â Access Erick's Calendar
Visit our Website:Â TakePointWealth.com
Listen to other episodes at:Â 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. Â
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:Â Access Erick's Calendar
Visit our Website:Â TakePointWealth.com
Listen to other episodes at:Â 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. Â
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:Â Access Erick's Calendar
Visit our Website:Â TakePointWealth.com
Listen to other episodes at:Â 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. Â
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!Â
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.Â
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.Â
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:Â 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.Â
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.Â
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!Â
Retirement and wealth management can be daunting, so let us help you with that. Weâre 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.Â
Retirement and wealth management can be daunting, so let us help you with that. Weâre 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. Weâre 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.Â
Retirement and wealth management can be daunting, so let us help you with your financial goals. Weâre 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.Â
We cover:Â
- 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. Weâre 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.Â
To learn more give us a call at (352) 616-0511 or visit www.TakePointonRetirement.com to set an appointment.Â
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.Â
To learn more visit www.TakePointonRetirement.com or call (352) 616-0511.
Todayâs show is all about maximizing your social security and using it to your best advantage, so letâs 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:
- Everyoneâs 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:Â
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.comÂ
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