The Retirement Tax Trap - How Taxes Can Quietly Erode Your Retirement Income
Take Point on Retirement
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The Retirement Tax Trap - How Taxes Can Quietly Erode Your Retirement Income
3 просмотра · 8 дней назад
Take Point on Retirement
87 подписчиков
3 просмотра · 8 дней назад
To schedule your free comprehensive consultation with Financial Advisor Erick Arnett, visit www.takepointwealth.com.
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Have questions or topics you’d like Erick and Jim to discuss on the podcast? Connect with guys today and the topic could be featured in future episodes!
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#retirement #retirementplanning #retirementportfolio #retirementtips #taxes #podcast
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📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:
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📞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 --- / erick-jon-arnett-4b3bbb7
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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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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.