Take Point on Retirement cover art

All Episodes

Take Point on Retirement — 111 episodes

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Title
1

Social Security Is Too Valuable to Leave Unplanned - Claiming Strategies, Spousal Benefits & Survivor Income

2

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

3

Podcast Extra: Financial Mistake – Failing to Invest in Real Estate

4

Podcast Extra: 99 Smart Ways to Save Money in Today's Economy

5

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

6

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

7

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

8

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

9

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

10

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

11

Estate Planning: The Beneficiary Mistake That Can Cost You Everything

12

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

13

Tactical vs. Passive in Retirement

14

5 Tips for a Happy Retirement

15

Key Habits of Upper Class Retirees

16

The Markets

17

The Next Chapter: A Christmas Guide to Retirement

18

The Top 5 Financial Stages of Life

19

Key Habits of Upper-Class Retirees

20

The Longevity Challenge

21

Steps to Help Your Retirement Savings

22

Volatility

23

Estate & Legacy Planning

24

Creating a Lasting Legacy

25

Creating a Lasting Legacy

26

Estate and Legacy Planning

27

Estate and Legacy Planning

28

5 Strategic Steps to Help Elevate Your Retirement Savings

29

The Longevity Challenge

30

Preserving & Optimizing Your 401K

31

The Longevity Challenge

32

The Longevity Challenge

33

5 Strategic Steps to Help Elevate Your Retirement Savings

34

5 Strategic Steps to Help Elevate Your Retirement Savings

35

Retirement Income Blueprint

36

Taxes in Retirement

37

Retirement Income Blueprint

38

Creating a Lasting Legacy

39

Retirement Income Blueprint

40

Stagflation

41

Taxes in Retirement

42

Retirement Income Blueprint

43

Prepare for a Possible Recession

44

Top 5 Ways to Stay Active in Retirement

45

The Five Financial Stages

46

Prepare for a Possible Recession

47

Taxes in Retirement

48

Creating a Lasting Legacy

49

Tackling the Twin Threats

50

The Five Financial Stages

51

Taxes in Retirement

52

Tackling the Twin Threats

53

The Rising Trend of Early Retirements

54

The Ultimate Retirement Income Plan

55

The Rising Trend of Early Retirements

56

The Five Financial Stages

57

Creating a Lasting Legacy

58

Retirement Unknowns

59

Retirement Planning Mind Shift

60

Four Retirement Unknowns

61

Creating A Lasting Legacy

62

The Ultimate Retirement Income Plan

63

Being Prepared for Retirement

64

The 5 Financial Stages

65

Preserving & Optimizing Your 401K

66

The Ultimate Retirement Income Plan

67

The Five Financial Stages

68

401K & Estate Planning

69

Creating A Lasting Legacy

70

The Ultimate Retirement Income Plan

71

Planning for Large IRA's

72

Summary Retirement Planning Crisis

73

401K & Estate Planning

74

Financial Stages of Retirement

75

Decisions 2024

76

Creating A Lasting Legacy

77

10 Ways to Reduce Taxes in Retirement

78

The Five Financial Stages of Life

79

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

80

Updated Online Budgeting Trends - Interview with Robin Growley

81

The Biggest Retirement Mistakes You Want to Avoid

82

Important Social Security Decisions for Married Couples

83

Many Americans are Unprepared for Retirement – Are You?

84

Healthcare for Heroes: Options & Benefits for Veterans

85

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

86

How to Minimize Taxes & Fees in Your Retirement Accounts

87

Avoid These Mistakes with Your 401(k)

88

Taxes in Retirement: How to Optimize Your Golden Years

89

Planning Ahead to Protect Your Financial Retirement Future

90

Sports and Apparel Companies are Facing a Rough Holiday Season

91

Protecting Your Retirement from Inflation and a Volatile Economy

92

Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings

93

Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund

94

From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning

95

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

96

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

97

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

98

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

99

Estate Planning is For Everyone with Sarah Elyaman

100

How to Be Like Warren Buffett and Win with Your Money

101

Protecting Your Retirement from Taxes and Fees

102

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

103

How to Start Planning for a Successful Retirement

104

What Savvy Americans Are Doing to Protect Their Retirement

105

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

106

Addressing the Top Concerns of Today’s Retirees

107

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

108

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

109

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

110

Helping You Make Smart Adjustments to Your Retirement Plans

111

What You Need to Know about Secure Act 2.0