Retirement Readiness Check - How to Make Sure Nothing Slips Through the Cracks Before and During Retirement

This week, Financial Advisor Erick Arnett breaks down a Retirement Readiness Check - how to make sure nothing slips through the cracks before and during retirement…Plus, Erick discusses the most important steps for people close to retirement, plus, social security COLA for 2027, and forgotten 401ks.   Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!   Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!   Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.   ---   📻 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.