Take Point on Retirement

Erick Arnett
  • 5.0 (1)
  • Investing
  • Updated Weekly

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.

  1. 22h ago

    Podcast Extra with Jean Chatzky: Turning Retirement Savings into a Forever Paycheck

    You’ve spent decades saving for retirement—but how do you turn that money into income you can confidently spend? Retirement.Radio’s Matt McClure talks with bestselling author and AARP personal finance columnist Jean Chatzky about her new book, The Forever Paycheck. They explore why retirees often struggle to spend their savings, ways to build or buy a retirement paycheck, and how a dependable income plan can help you enjoy the money you’ve worked so hard to save. --- 📻 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 --- Erick@takepointwealth.com 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.

  2. Sep 18

    Retirement – Your Next Financial Chapter - Taxes, Income, Healthcare & the Decisions That Shape Your Retirement Future

    Taxes, Income, Healthcare, and the decisions that shape your retirement future. This week, Lead Financial Advisor of Take Point Wealth Management Erick Arnett discusses how taxes can quietly erode your retirement income. Plus, your retirement paycheck, and preparing your retirement game-plan. 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 --- Erick@takepointwealth.com 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.

  3. Sep 17

    Podcast Extra: Emergency Funds in Retirement

    The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement. This month's vignette discusses how an emergency fund can help cover unexpected expenses without forcing someone to sell investments at an unfavorable time, and why having a clear cash-reserve strategy can provide both financial flexibility and peace of mind. --- 📻 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 --- Erick@takepointwealth.com 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.

  4. Aug 28

    Are You Really Ready to Retire? - The Money, Income and Market Risks That Can Make—or Break—Your Retirement

    Is Your Portfolio Ready for a Market Shake-Up? This week, Financial Advisor Erick Arnett explains why working longer shouldn’t be your only retirement strategy, and answers the question of how much do you REALLY need to retire? Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! 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 --- Erick@takepointwealth.com 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.

  5. Aug 21

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

    Social Security can provide dependable income for life, but the amount retirees receive depends heavily on the decisions they make before filing…Claiming age, marital status, work history, taxes, and survivor needs can all affect how Social Security supports a household throughout retirement. This week, Financial Advisor Erick Arnett explores an essential question for retirees and pre-retirees: How can a thoughtful claiming strategy help you make the most of one of your most valuable retirement assets? Plus, Erick explains how Social Security is more than just a benefits check, plus, what is the best age to claim? 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 --- Erick@takepointwealth.com 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.

  6. Aug 14

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

    This week, Financial Advisor Erick Arnett breaks down a Retirement Readiness Check - how to make sure nothing slips through the cracks before and during retirement…Plus, Erick discusses the most important steps for people close to retirement, plus, social security COLA for 2027, and forgotten 401ks.   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 --- Erick@takepointwealth.com 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.

  7. Aug 12

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

    Today, as inflation continues to reshape retirement planning, more Americans are beginning to view real estate differently—not simply as a place to live, but as an important part of a long-term financial strategy.  Key Points Covered: Inflation and investments balancing out purchasing power How younger millennials view real estate investments How investment property becomes a potential tangible asset   --- 📻 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 --- Erick@takepointwealth.com 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.

  8. Jul 29

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

    As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great Ways to Save guide.  The conversation covers: Smart grocery shopping strategies that can help reduce impulse spending. Creative ways to use AI as a money-saving tool, from negotiating fees to planning travel. Easy travel tips that can help lower fuel costs on your next road trip. Online shopping tricks that could unlock discounts before you click "buy." Resources from AARP that can help you stretch your dollars throughout the year. Whether you're preparing for retirement or simply looking for practical ways to make your money go further, this interview is packed with actionable tips you can start using today.   --- 📻 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 --- Erick@takepointwealth.com 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.

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About

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.

Information

  • Creator
    Erick Arnett
  • Years Active
    2021 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Take Point on Retirement