EPISODE · May 14, 2026 · 2 MIN
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
from Take Point on Retirement · host Erick Arnett
May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose. Key Points Covered: Finding a purpose - For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian world. Financial Stability - With a solid financial foundation, veterans gain the freedom to chase meaningful work instead of just any paycheck. Financial Options - Several powerful financial vehicles are available specifically for former service members. --- 📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB: https://www.wxjbfm.com/ 🌐 Visit our website: https://takepointwealth.com/ 🎧 Listen to the podcast: https://takepointwealth.podbean.com/ 📺 Subscribe on YouTube: https://www.youtube.com/@TakePointOnRetirement --- 📞Connect with Erick Arnett: Phone (Tampa Bay) --- (352) 707-2889 Phone (Nationwide Clients) --- (888) 991-1287 Email --- [email protected] Website --- https://takepointwealth.com/ LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7 👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management --- Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement. Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies. -- Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
What this episode covers
May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose. Key Points Covered: Finding a purpose - For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian world. Financial Stability - With a solid financial foundation, veterans gain the freedom to chase meaningful work instead of just any paycheck. Financial Options - Several powerful financial vehicles are available specifically for former service members. --- 📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB: https://www.wxjbfm.com/ 🌐 Visit our website: https://takepointwealth.com/ 🎧 Listen to the podcast: https://takepointwealth.podbean.com/ 📺 Subscribe on YouTube: https://www.youtube.com/@TakePointOnRetirement --- 📞Connect with Erick Arnett: Phone (Tampa Bay) --- (352) 707-2889 Phone (Nationwide Clients) --- (888) 991-1287 Email --- [email protected] Website --- https://takepointwealth.com/ LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7 👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management --- Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement. Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies. -- Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
NOW PLAYING
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.