Take Point on Retirement cover art

All Episodes

Take Point on Retirement — 92 episodes

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Title
1

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

2

Estate Planning: The Beneficiary Mistake That Can Cost You Everything

3

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

4

Tactical vs. Passive in Retirement

5

5 Tips for a Happy Retirement

6

Key Habits of Upper Class Retirees

7

The Markets

8

The Next Chapter: A Christmas Guide to Retirement

9

The Top 5 Financial Stages of Life

10

Key Habits of Upper-Class Retirees

11

The Longevity Challenge

12

Steps to Help Your Retirement Savings

13

Volatility

14

Estate & Legacy Planning

15

Creating a Lasting Legacy

16

Estate and Legacy Planning

17

Estate and Legacy Planning

18

5 Strategic Steps to Help Elevate Your Retirement Savings

19

Preserving & Optimizing Your 401K

20

The Longevity Challenge

21

The Longevity Challenge

22

5 Strategic Steps to Help Elevate Your Retirement Savings

23

5 Strategic Steps to Help Elevate Your Retirement Savings

24

Retirement Income Blueprint

25

Taxes in Retirement

26

Retirement Income Blueprint

27

Stagflation

28

Retirement Income Blueprint

29

Prepare for a Possible Recession

30

Top 5 Ways to Stay Active in Retirement

31

The Five Financial Stages

32

Prepare for a Possible Recession

33

Taxes in Retirement

34

Tackling the Twin Threats

35

Taxes in Retirement

36

Tackling the Twin Threats

37

The Rising Trend of Early Retirements

38

The Ultimate Retirement Income Plan

39

The Rising Trend of Early Retirements

40

The Five Financial Stages

41

Retirement Unknowns

42

Retirement Planning Mind Shift

43

Four Retirement Unknowns

44

Being Prepared for Retirement

45

The 5 Financial Stages

46

Preserving & Optimizing Your 401K

47

The Ultimate Retirement Income Plan

48

The Five Financial Stages

49

401K & Estate Planning

50

Creating A Lasting Legacy

51

The Ultimate Retirement Income Plan

52

Planning for Large IRA's

53

Summary Retirement Planning Crisis

54

401K & Estate Planning

55

Financial Stages of Retirement

56

Decisions 2024

57

Creating A Lasting Legacy

58

10 Ways to Reduce Taxes in Retirement

59

The Five Financial Stages of Life

60

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

61

Updated Online Budgeting Trends - Interview with Robin Growley

62

The Biggest Retirement Mistakes You Want to Avoid

63

Important Social Security Decisions for Married Couples

64

Many Americans are Unprepared for Retirement – Are You?

65

Healthcare for Heroes: Options & Benefits for Veterans

66

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

67

How to Minimize Taxes & Fees in Your Retirement Accounts

68

Avoid These Mistakes with Your 401(k)

69

Taxes in Retirement: How to Optimize Your Golden Years

70

Planning Ahead to Protect Your Financial Retirement Future

71

Sports and Apparel Companies are Facing a Rough Holiday Season

72

Protecting Your Retirement from Inflation and a Volatile Economy

73

Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings

74

Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund

75

From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning

76

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

77

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

78

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

79

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

80

Estate Planning is For Everyone with Sarah Elyaman

81

How to Be Like Warren Buffett and Win with Your Money

82

Protecting Your Retirement from Taxes and Fees

83

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

84

How to Start Planning for a Successful Retirement

85

What Savvy Americans Are Doing to Protect Their Retirement

86

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

87

Addressing the Top Concerns of Today’s Retirees

88

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

89

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

90

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

91

Helping You Make Smart Adjustments to Your Retirement Plans

92

What You Need to Know about Secure Act 2.0