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Erick’s Interview with The Retirement Panel

Continue Reading Erick’s Interview with The Retirement Panel

Take Point on Retirement – Video – March 4th 2021

Continue Reading Take Point on Retirement – Video – March 4th 2021

Take Point on Retirement – Video – February 18th 2021

Continue Reading Take Point on Retirement – Video – February 18th 2021

Take Point on Retirement – Video – GameStop – Roth IRA Conversion Ladder – Investment strategies for 2021

Continue Reading Take Point on Retirement – Video – GameStop – Roth IRA Conversion Ladder – Investment strategies for 2021

Take Point on Retirement – Video – January 14th 2021

Continue Reading Take Point on Retirement – Video – January 14th 2021

Take Point on Retirement – Video – Fixed Index Annuity

Continue Reading Take Point on Retirement – Video – Fixed Index Annuity

Take Point on Retirement – Video – January 28th 2021

Continue Reading Take Point on Retirement – Video – January 28th 2021

Recent Posts

  • The Smart Retirement Plan: Smart Review and Smart Income Streams
  • Balancing Risk for Your Financial Well-Being
  • A Financial Check-Up For A Healthier Retirement
  • Protecting Your Retirement from Inflation and other Risks
  • Who Do You Trust with Your Money?
  •  Invest With Income In Mind
  • What I Would Do If I Were You
  • Are Taxes Going Up In The Future?
  • What To Do With Your Money Right Now
  • Nancy Lopez Joins the Show!

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    • Address:5471 Spring Hill Drive, Spring Hill, FL 34606
    • Phone:(352) 616-0511Opens in your application
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    • Website:http://takepointwealth.com

    Recent Posts

    • Take Point On Retirement – October 2nd 2021
      Take Point On Retirement – October 2nd 2021
      October 1, 2021/
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    • The Smart Retirement Plan: Smart Review and Smart Income Streams
      The Smart Retirement Plan: Smart Review and Smart Income Streams
      September 2, 2022/
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    • Balancing Risk for Your Financial Well-Being
      Balancing Risk for Your Financial Well-Being
      August 22, 2022/
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    • A Financial Check-Up For A Healthier Retirement
      A Financial Check-Up For A Healthier Retirement
      August 8, 2022/
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    • Protecting Your Retirement from Inflation and other Risks
      Protecting Your Retirement from Inflation and other Risks
      July 29, 2022/
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    Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Take Point Wealth are independent of each other. Insurance products and services are not offered through RWA but are offered and sold through individually licensed and appointed agents. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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