PODCAST · business
Take Point on Retirement
by Erick Arnett
At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
Episodes
-
The Tax-Efficient Retiree - Smart Strategies to Protect Your Nest Egg, Master RMDs, and Maximize Your Wealth
This week, Financial Advisor Erick Arnett discusses the tax trap in retirement, plus, how to properly navigate required minimum distributions, and the keys to building your personal multi-year tax roadmap for true financial peace of mind. Enjoying the podcast? Leave a 5-star rating and review…
more -
Podcast Extra: Avoiding the October Scaries
This Halloween-themed financial vignette explores the financial fears many Americans face, from market volatility and inflation to unexpected expenses and retirement uncertainty. Featuring insights from interviews with financial industry leaders, this month's vignette offers a message of optimism...
-
Podcast Extra with Jean Chatzky: Turning Retirement Savings into a Forever Paycheck
You’ve spent decades saving for retirement—but how do you turn that money into income you can confidently spend? Retirement.Radio’s Matt McClure talks with bestselling author and AARP personal finance columnist Jean Chatzky about her new book, The Forever Paycheck. They explore why retirees often...
-
Retirement – Your Next Financial Chapter - Taxes, Income, Healthcare & the Decisions That Shape Your Retirement Future
Taxes, Income, Healthcare, and the decisions that shape your retirement future. This week, Lead Financial Advisor of Take Point Wealth Management Erick Arnett discusses how taxes can quietly erode your retirement income. Plus, your retirement paycheck, and preparing your retirement game-plan....
-
Podcast Extra: Emergency Funds in Retirement
The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement. This month's vignette discusses how an emergency fund can help cover…
more -
Are You Really Ready to Retire? - The Money, Income and Market Risks That Can Make—or Break—Your Retirement
Is Your Portfolio Ready for a Market Shake-Up? This week, Financial Advisor Erick Arnett explains why working longer shouldn’t be your only retirement strategy, and answers the question of how much do you REALLY need to retire? Enjoying the podcast? Leave a 5-star rating and review - it helps…
more -
Social Security Is Too Valuable to Leave Unplanned - Claiming Strategies, Spousal Benefits & Survivor Income
Social Security can provide dependable income for life, but the amount retirees receive depends heavily on the decisions they make before filing…Claiming age, marital status, work history, taxes, and survivor needs can all affect how Social Security supports a household throughout retirement.…
more -
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...
-
Podcast Extra: Financial Mistake – Failing to Invest in Real Estate
Today, as inflation continues to reshape retirement planning, more Americans are beginning to view real estate differently—not simply as a place to live, but as an important part of a long-term financial strategy. Key Points Covered: Inflation and investments balancing out purchasing power How...
-
Podcast Extra: 99 Smart Ways to Save Money in Today's Economy
As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great...
-
The Four Biggest Questions Financial Advisors Hear Every Day—and the Answers That Can Shape Your Financial Future
Every day, retirement planning specialists sit down with people who have spent decades working, saving, investing, and preparing for retirement. And while every client is unique, there are four questions that come up almost every single day. They're simple questions—but the answers can…
more -
Annuities Without the Hype - A Clear, Practical Look at Guaranteed Income, Retirement Planning, and the Role Annuities Can Play
This month, as we recognize National Annuity Awareness Month, we're taking time to talk about a retirement topic that continues to generate a lot of questions for families across the country — annuities and guaranteed retirement income. For some people, annuities can help create predictable…
more -
Retirement Crossroads 2033 - What the Social Security Deadline, Market Volatility & Inflation Mean for Your Future
This week Financial Advisor Erick Arnett and Host Jim Tarabocchia discuss the risk you didn’t see coming, a withdrawal rate wake-up call, and new COLA projections, inflation trends & what retirees need to watch next. Enjoying the podcast? Leave a 5-star rating and review - it helps more people…
more -
Retirement Without Regret - The Truth About Annuities, Markets, and Income Security
For some people, annuities are safety. For others, they’re a dirty word. But here’s the truth: Americans are living longer, pensions are disappearing, markets are volatile, and retirement today looks nothing like it did 30 years ago. This week, Financial Advisor Erick Arnett, and Host Jim...
-
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
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...
-
The Retirement Intelligence Report - Advanced Strategies for Income, Taxes, and Legacy
This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia answer the question of will your money last, plus the expense that can really derail your retirement plan, and Taxes, Legacy & Leaving a Plan Behind. Enjoying the podcast? Leave a 5-star rating and...
-
Estate Planning: The Beneficiary Mistake That Can Cost You Everything
This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia why beneficiaries trump your will, tax traps and hidden consequences, and the keys to performing a simple beneficiary audit. Enjoying the podcast? Leave a 5-star rating and review - it helps more…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
HOSTED BY
Erick Arnett
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Take Point on Retirement have?
Take Point on Retirement currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Take Point on Retirement about?
At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit...
How often does Take Point on Retirement release new episodes?
Take Point on Retirement has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Take Point on Retirement?
You can listen to Take Point on Retirement on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Take Point on Retirement?
Take Point on Retirement is created and hosted by Erick Arnett.
URL copied to clipboard!