Take Point on Retirement By cover art

Take Point on Retirement

By: Erick Arnett
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  • Summary

  • 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.
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Episodes
  • Updated Online Budgeting Trends - Interview with Robin Growley

    Updated Online Budgeting Trends - Interview with Robin Growley
    Apr 23 2024

    In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511
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    6 mins
  • The Biggest Retirement Mistakes You Want to Avoid

    The Biggest Retirement Mistakes You Want to Avoid
    Apr 19 2024

    Erick Arnett highlights some of the biggest retirement mistakes and bad financial decisions he sees when helping people prepare for their financial future.

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511
    Show more Show less
    58 mins
  • Important Social Security Decisions for Married Couples

    Important Social Security Decisions for Married Couples
    Mar 27 2024

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511
    Show more Show less
    2 mins
Economics Personal Finance
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