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
Read more about the article Which Annuities to Avoid and Which Ones to Buy

Which Annuities to Avoid and Which Ones to Buy

Continue ReadingWhich Annuities to Avoid and Which Ones to Buy
Read more about the article Avoid Biden’s Tax Increases with a Roth Ladder Conversion

Avoid Biden’s Tax Increases with a Roth Ladder Conversion

Continue ReadingAvoid Biden’s Tax Increases with a Roth Ladder Conversion
Read more about the article Keeping Fear out of Your Portfolio and Retirement Plans

Keeping Fear out of Your Portfolio and Retirement Plans

Continue ReadingKeeping Fear out of Your Portfolio and Retirement Plans
Read more about the article Don’t Make These Mistakes with Your Retirement Plan

Don’t Make These Mistakes with Your Retirement Plan

Continue ReadingDon’t Make These Mistakes with Your Retirement Plan
Read more about the article If You Fail to Plan, You Are Planning to Fail

If You Fail to Plan, You Are Planning to Fail

Continue ReadingIf You Fail to Plan, You Are Planning to Fail
Read more about the article Answering the Most-Asked Questions from Pre-Retirees

Answering the Most-Asked Questions from Pre-Retirees

Continue ReadingAnswering the Most-Asked Questions from Pre-Retirees
Read more about the article BUILDING A TAILOR-MADE RETIREMENT PLAN FOR 2022

BUILDING A TAILOR-MADE RETIREMENT PLAN FOR 2022

Continue ReadingBUILDING A TAILOR-MADE RETIREMENT PLAN FOR 2022
Read more about the article New Year’s Resolutions for a Better Retirement

New Year’s Resolutions for a Better Retirement

Continue ReadingNew Year’s Resolutions for a Better Retirement
Read more about the article How to Build a Better Retirement

How to Build a Better Retirement

Continue ReadingHow to Build a Better Retirement
Read more about the article Misconceptions About Retirement

Misconceptions About Retirement

Continue ReadingMisconceptions About Retirement
  • 1
  • 2
  • Go to the next page

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 © 2025 Take Point Wealth. All rights reserved.
    • Team
    • Podcasts
    • Episodes
    • Contact
    Type your search