Skip to content
Every Saturday Morning at 7:30 on 99.9 FM
Take Point on Retirement
Financial Workbook Set An Appointment
  • Team
  • Podcasts
  • Episodes
  • Contact
Close

Erick’s Interview with The Retirement Panel

Continue ReadingErick’s Interview with The Retirement Panel

Take Point on Retirement – Video – March 4th 2021

Continue ReadingTake Point on Retirement – Video – March 4th 2021

Take Point on Retirement – Video – February 18th 2021

Continue ReadingTake Point on Retirement – Video – February 18th 2021

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

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

Take Point on Retirement – Video – January 14th 2021

Continue ReadingTake Point on Retirement – Video – January 14th 2021

Take Point on Retirement – Video – Fixed Index Annuity

Continue ReadingTake Point on Retirement – Video – Fixed Index Annuity

Take Point on Retirement – Video – January 28th 2021

Continue ReadingTake Point on Retirement – Video – January 28th 2021

Recent Posts

  • The Biggest Retirement Mistakes You Want to Avoid
  • Many Americans are Unprepared for Retirement – Are You?
  • Ten Steps You Can Take to Retire in Ten Years or Less
  • How to Minimize Taxes & Fees in Your Retirement Accounts
  • Avoid These Mistakes with Your 401(k)
  • Taxes in Retirement: How to Optimize Your Golden Years
  • Planning Ahead to Protect Your Financial Retirement Future
  • Protecting Your Retirement from Inflation and a Volatile Economy
  • Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
  • Retirement Redefined: Reverse Mortgages – Interview w/ Michael Forslund

Recent Comments

    Contact Info

    • Address:5327 Commercial Way, Suite C114, Spring Hill, FL 34606
    • Phone:(352) 616-0511Opens in your application
    • Email:erick@takepointwealth.comOpens in your application
    • Website:http://takepointwealth.com

    Recent Posts

    • Take Point On Retirement – October 2nd 2021
      Take Point On Retirement – October 2nd 2021
      October 1, 2021/
      0 Comments
    • The Biggest Retirement Mistakes You Want to Avoid
      The Biggest Retirement Mistakes You Want to Avoid
      April 19, 2024/
      0 Comments
    • Many Americans are Unprepared for Retirement – Are You?
      Many Americans are Unprepared for Retirement – Are You?
      March 22, 2024/
      0 Comments
    • Ten Steps You Can Take to Retire in Ten Years or Less
      Ten Steps You Can Take to Retire in Ten Years or Less
      March 1, 2024/
      0 Comments
    • How to Minimize Taxes & Fees in Your Retirement Accounts
      How to Minimize Taxes & Fees in Your Retirement Accounts
      February 16, 2024/
      0 Comments

    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.

    Copyright © 2024 Take Point Wealth. All rights reserved.
    • Team
    • Podcasts
    • Episodes
    • Contact
    Type your search