Take Point on Retirement
By Erick Arnett
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Category: Investing
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
|
Podcast Extra: AARP on Social Security’s COLA and the Road Ahead
|
Oct 27, 2026 |
|
The Legacy Blueprint - Life Insurance, Protecting Your Family & Building a Legacy That Lasts
|
Oct 24, 2026 |
|
The Tax-Efficient Retiree - Smart Strategies to Protect Your Nest Egg, Master RMDs, and Maximize Your Wealth
|
Oct 16, 2026 |
|
Podcast Extra: Avoiding the October Scaries
|
Oct 14, 2026 |
|
Podcast Extra with Jean Chatzky: Turning Retirement Savings into a Forever Paycheck
|
Oct 06, 2026 |
|
Retirement – Your Next Financial Chapter - Taxes, Income, Healthcare & the Decisions That Shape Your Retirement Future
|
Sep 18, 2026 |
|
Podcast Extra: Emergency Funds in Retirement
|
Sep 17, 2026 |
|
Are You Really Ready to Retire? - The Money, Income and Market Risks That Can Make—or Break—Your Retirement
|
Aug 28, 2026 |
|
Social Security Is Too Valuable to Leave Unplanned - Claiming Strategies, Spousal Benefits & Survivor Income
|
Aug 21, 2026 |
|
Retirement Readiness Check - How to Make Sure Nothing Slips Through the Cracks Before and During Retirement
|
Aug 14, 2026 |
|
Podcast Extra: Financial Mistake – Failing to Invest in Real Estate
|
Aug 12, 2026 |
|
Podcast Extra: 99 Smart Ways to Save Money in Today's Economy
|
Jul 29, 2026 |
|
The Four Biggest Questions Financial Advisors Hear Every Day—and the Answers That Can Shape Your Financial Future
|
Jul 10, 2026 |
|
Annuities Without the Hype - A Clear, Practical Look at Guaranteed Income, Retirement Planning, and the Role Annuities Can Play
|
Jun 26, 2026 |
|
Retirement Crossroads 2033 - What the Social Security Deadline, Market Volatility & Inflation Mean for Your Future
|
Jun 12, 2026 |
|
Retirement Without Regret - The Truth About Annuities, Markets, and Income Security
|
May 22, 2026 |
|
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
|
May 14, 2026 |
|
The Retirement Intelligence Report - Advanced Strategies for Income, Taxes, and Legacy
|
May 08, 2026 |
|
Estate Planning: The Beneficiary Mistake That Can Cost You Everything
|
May 02, 2026 |
|
Guest Michael Forslund with Fairway Home Mortgage talks with Erick and James
|
Mar 21, 2026 |
|
Tactical vs. Passive in Retirement
|
Mar 19, 2026 |
|
5 Tips for a Happy Retirement
|
Feb 05, 2026 |
|
Key Habits of Upper Class Retirees
|
Feb 05, 2026 |
|
The Markets
|
Jan 12, 2026 |
|
The Next Chapter: A Christmas Guide to Retirement
|
Jan 08, 2026 |
|
The Top 5 Financial Stages of Life
|
Jan 08, 2026 |
|
Key Habits of Upper-Class Retirees
|
Nov 24, 2025 |
|
The Longevity Challenge
|
Nov 21, 2025 |
|
Steps to Help Your Retirement Savings
|
Nov 10, 2025 |
|
Volatility
|
Nov 03, 2025 |
|
Estate & Legacy Planning
|
Oct 27, 2025 |
|
Creating a Lasting Legacy
|
Oct 20, 2025 |
|
Creating a Lasting Legacy
|
Sep 29, 2025 |
|
Estate and Legacy Planning
|
Sep 04, 2025 |
|
Estate and Legacy Planning
|
Sep 01, 2025 |
|
5 Strategic Steps to Help Elevate Your Retirement Savings
|
Aug 29, 2025 |
|
The Longevity Challenge
|
Aug 18, 2025 |
|
Preserving & Optimizing Your 401K
|
Aug 15, 2025 |
|
The Longevity Challenge
|
Jul 28, 2025 |
|
The Longevity Challenge
|
Jul 21, 2025 |
|
5 Strategic Steps to Help Elevate Your Retirement Savings
|
Jul 14, 2025 |
|
5 Strategic Steps to Help Elevate Your Retirement Savings
|
Jul 07, 2025 |
|
Retirement Income Blueprint
|
Jun 30, 2025 |
|
Taxes in Retirement
|
Jun 23, 2025 |
|
Retirement Income Blueprint
|
Jun 16, 2025 |
|
Creating a Lasting Legacy
|
Jun 09, 2025 |
|
Retirement Income Blueprint
|
Jun 02, 2025 |
|
Stagflation
|
May 29, 2025 |
|
Taxes in Retirement
|
May 29, 2025 |
|
Retirement Income Blueprint
|
May 12, 2025 |
|
Prepare for a Possible Recession
|
May 05, 2025 |
|
Top 5 Ways to Stay Active in Retirement
|
Apr 28, 2025 |
|
The Five Financial Stages
|
Apr 21, 2025 |
|
Prepare for a Possible Recession
|
Apr 14, 2025 |
|
Taxes in Retirement
|
Apr 11, 2025 |
|
Creating a Lasting Legacy
|
Apr 11, 2025 |
|
Tackling the Twin Threats
|
Mar 17, 2025 |
|
The Five Financial Stages
|
Mar 10, 2025 |
|
Taxes in Retirement
|
Mar 03, 2025 |
|
Tackling the Twin Threats
|
Feb 17, 2025 |
|
The Rising Trend of Early Retirements
|
Jan 24, 2025 |
|
The Ultimate Retirement Income Plan
|
Jan 20, 2025 |
|
The Rising Trend of Early Retirements
|
Jan 13, 2025 |
|
The Five Financial Stages
|
Jan 06, 2025 |
|
Creating a Lasting Legacy
|
Dec 13, 2024 |
|
Retirement Unknowns
|
Dec 09, 2024 |
|
Retirement Planning Mind Shift
|
Dec 05, 2024 |
|
Four Retirement Unknowns
|
Nov 25, 2024 |
|
Creating A Lasting Legacy
|
Nov 18, 2024 |
|
The Ultimate Retirement Income Plan
|
Nov 11, 2024 |
|
Being Prepared for Retirement
|
Nov 04, 2024 |
|
The 5 Financial Stages
|
Oct 07, 2024 |
|
Preserving & Optimizing Your 401K
|
Sep 30, 2024 |
|
The Ultimate Retirement Income Plan
|
Sep 23, 2024 |
|
The Five Financial Stages
|
Sep 13, 2024 |
|
401K & Estate Planning
|
Sep 09, 2024 |
|
Creating A Lasting Legacy
|
Sep 02, 2024 |
|
The Ultimate Retirement Income Plan
|
Aug 26, 2024 |
|
Planning for Large IRA's
|
Aug 15, 2024 |
|
Summary Retirement Planning Crisis
|
Aug 05, 2024 |
|
401K & Estate Planning
|
Aug 05, 2024 |
|
Financial Stages of Retirement
|
Jul 22, 2024 |
|
Decisions 2024
|
Jul 17, 2024 |
|
Creating A Lasting Legacy
|
Jul 17, 2024 |
|
10 Ways to Reduce Taxes in Retirement
|
Jun 03, 2024 |
|
The Five Financial Stages of Life
|
May 20, 2024 |
|
Don’t Worry, Retire Happy: How to Plan for a Successful Retirement
|
May 11, 2024 |
|
Updated Online Budgeting Trends - Interview with Robin Growley
|
Apr 23, 2024 |
|
The Biggest Retirement Mistakes You Want to Avoid
|
Apr 19, 2024 |
|
Important Social Security Decisions for Married Couples
|
Mar 27, 2024 |
|
Many Americans are Unprepared for Retirement – Are You?
|
Mar 22, 2024 |
|
Healthcare for Heroes: Options & Benefits for Veterans
|
Mar 07, 2024 |
|
Ten Steps You Can Take to Retire in Ten Years or Less
|
Mar 01, 2024 |
|
How to Minimize Taxes & Fees in Your Retirement Accounts
|
Feb 17, 2024 |
|
Avoid These Mistakes with Your 401(k)
|
Feb 02, 2024 |
|
Taxes in Retirement: How to Optimize Your Golden Years
|
Jan 12, 2024 |
|
Planning Ahead to Protect Your Financial Retirement Future
|
Dec 22, 2023 |
|
Sports and Apparel Companies are Facing a Rough Holiday Season
|
Dec 21, 2023 |
|
Protecting Your Retirement from Inflation and a Volatile Economy
|
Dec 04, 2023 |
|
Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
|
Oct 27, 2023 |