To give you the best possible experience, this site uses cookies. Review our Privacy Policy and Terms of Service to learn more. Got it!
Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

TakePointWealth Podcasts

show episodes
 
Artwork

1
Take Point on Retirement

Erick Arnett

icon0
icon100
icon
Unsubscribe
 icon
icon
Unsubscribe
 icon Monthly+
 
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.
…   continue reading
 
Loading …
show series
 
Artwork

1
Don’t Worry, Retire Happy: How to Plan for a Successful Retirement 57:30

Play Pause
icon
57:30
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
57:30icon
 
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…
…   continue reading
 
Artwork

1
Updated Online Budgeting Trends - Interview with Robin Growley 5:51

Play Pause
icon
5:51
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
5:51icon
 
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 Er…
…   continue reading
 
Artwork

1
Many Americans are Unprepared for Retirement – Are You? 57:35

Play Pause
icon
57:35
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
57:35icon
 
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? C…
…   continue reading
 
Artwork

1
Healthcare for Heroes: Options & Benefits for Veterans 6:17

Play Pause
icon
6:17
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
6:17icon
 
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 serv…
…   continue reading
 
Artwork

1
Ten Steps You Can Take to Retire in Ten Years or Less 57:30

Play Pause
icon
57:30
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
57:30icon
 
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 …
…   continue reading
 
Loading …
icon
Help/FAQ | Advertise with Us
Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion
Science|Soccer|Sports|Storytelling|Technology|True Crime
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Episode being played series thumbnail
icon icon
Speed
Series settings
1x
1x
Volume
100%
icon
icon icon
/

View Player FM in...
Player FM
Browser
Chrome
Safari
Firefox
Listen to this show while you explore
Play