Take Point on Retirement

About Take Point on Retirement

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.

Publisher

Erick Arnett

Category

business

Language

en

Explicit

No

First episode

5 Mar 2021

Latest episode

6 Oct 2026

Latest episodes

154 episodes in the feed.

1. 

   6 Oct 2026

   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. 

   18 Sept 2026

   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. 

   17 Sept 2026

   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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 26 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

42

Social presence

0

YouTube

0

Engagement

27

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.