Take Point on Retirement cover art

All Episodes

Take Point on Retirement — 107 episodes

#
Title
1

The Four Biggest Questions Financial Advisors Hear Every Day—and the Answers That Can Shape Your Financial Future

2

Annuities Without the Hype - A Clear, Practical Look at Guaranteed Income, Retirement Planning, and the Role Annuities Can Play

3

Retirement Crossroads 2033 - What the Social Security Deadline, Market Volatility & Inflation Mean for Your Future

4

Retirement Without Regret - The Truth About Annuities, Markets, and Income Security

5

Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans

6

The Retirement Intelligence Report - Advanced Strategies for Income, Taxes, and Legacy

7

Estate Planning: The Beneficiary Mistake That Can Cost You Everything

8

Guest Michael Forslund with Fairway Home Mortgage talks with Erick and James

9

Tactical vs. Passive in Retirement

10

5 Tips for a Happy Retirement

11

Key Habits of Upper Class Retirees

12

The Markets

13

The Next Chapter: A Christmas Guide to Retirement

14

The Top 5 Financial Stages of Life

15

Key Habits of Upper-Class Retirees

16

The Longevity Challenge

17

Steps to Help Your Retirement Savings

18

Volatility

19

Estate & Legacy Planning

20

Creating a Lasting Legacy

21

Creating a Lasting Legacy

22

Estate and Legacy Planning

23

Estate and Legacy Planning

24

5 Strategic Steps to Help Elevate Your Retirement Savings

25

The Longevity Challenge

26

Preserving & Optimizing Your 401K

27

The Longevity Challenge

28

The Longevity Challenge

29

5 Strategic Steps to Help Elevate Your Retirement Savings

30

5 Strategic Steps to Help Elevate Your Retirement Savings

31

Retirement Income Blueprint

32

Taxes in Retirement

33

Retirement Income Blueprint

34

Creating a Lasting Legacy

35

Retirement Income Blueprint

36

Stagflation

37

Taxes in Retirement

38

Retirement Income Blueprint

39

Prepare for a Possible Recession

40

Top 5 Ways to Stay Active in Retirement

41

The Five Financial Stages

42

Prepare for a Possible Recession

43

Taxes in Retirement

44

Creating a Lasting Legacy

45

Tackling the Twin Threats

46

The Five Financial Stages

47

Taxes in Retirement

48

Tackling the Twin Threats

49

The Rising Trend of Early Retirements

50

The Ultimate Retirement Income Plan

51

The Rising Trend of Early Retirements

52

The Five Financial Stages

53

Creating a Lasting Legacy

54

Retirement Unknowns

55

Retirement Planning Mind Shift

56

Four Retirement Unknowns

57

Creating A Lasting Legacy

58

The Ultimate Retirement Income Plan

59

Being Prepared for Retirement

60

The 5 Financial Stages

61

Preserving & Optimizing Your 401K

62

The Ultimate Retirement Income Plan

63

The Five Financial Stages

64

401K & Estate Planning

65

Creating A Lasting Legacy

66

The Ultimate Retirement Income Plan

67

Planning for Large IRA's

68

Summary Retirement Planning Crisis

69

401K & Estate Planning

70

Financial Stages of Retirement

71

Decisions 2024

72

Creating A Lasting Legacy

73

10 Ways to Reduce Taxes in Retirement

74

The Five Financial Stages of Life

75

Don’t Worry, Retire Happy: How to Plan for a Successful Retirement

76

Updated Online Budgeting Trends - Interview with Robin Growley

77

The Biggest Retirement Mistakes You Want to Avoid

78

Important Social Security Decisions for Married Couples

79

Many Americans are Unprepared for Retirement – Are You?

80

Healthcare for Heroes: Options & Benefits for Veterans

81

Ten Steps You Can Take to Retire in Ten Years or Less

82

How to Minimize Taxes & Fees in Your Retirement Accounts

83

Avoid These Mistakes with Your 401(k)

84

Taxes in Retirement: How to Optimize Your Golden Years

85

Planning Ahead to Protect Your Financial Retirement Future

86

Sports and Apparel Companies are Facing a Rough Holiday Season

87

Protecting Your Retirement from Inflation and a Volatile Economy

88

Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings

89

Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund

90

From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning

91

Practical Tips to Save on Energy Costs - Retirement.Radio Network Cost-Cutters

92

Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary!

93

Health is Wealth: Retirement Lifestyle Tips with EPIC Health & Fitness

94

How to Delete Fees and Avoid Probate with Your Retirement and Estate Plans

95

Estate Planning is For Everyone with Sarah Elyaman

96

How to Be Like Warren Buffett and Win with Your Money

97

Protecting Your Retirement from Taxes and Fees

98

Is Now the Time to Refinance Your Mortgage? - Retirement.Radio Network Weekly Vignette Series

99

How to Start Planning for a Successful Retirement

100

What Savvy Americans Are Doing to Protect Their Retirement

101

What You Can Do Now to Save on Taxes for 2023 and Beyond

102

Addressing the Top Concerns of Today’s Retirees

103

What Really Happened During the Silicon Valley Bank Collapse | Interview with Rohan Ganduri

104

Explaining the Recent Bank Failures: Be Prepared, Not Scared!

105

The Importance of Legal Planning and How to Disarm Your Retirement Tax Bomb

106

Helping You Make Smart Adjustments to Your Retirement Plans

107

What You Need to Know about Secure Act 2.0