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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 – at home or abroad – will be able to enroll directly in VA health care without first applying for VA benefits. Retirement.Radio’s 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, 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 Wealth Management today at (352) 616-0511 Schedule your complimentary consultation at TakePointWealth.com

Erick explains how he helps people see their “results in advance” 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 week’s 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 don’t 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 week’s 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