Take Point on Retirement

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 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. -- Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  

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 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. -- Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.