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Learn How Social Security Fits With Taxes, Medicare, and Retirement Savings

Take Point on Retirement

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Learn How Social Security Fits With Taxes, Medicare, and Retirement Savings

37 просмотров · 2 недели назад
Take Point on Retirement
83 подписчика
37 просмотров · 2 недели назад
To schedule your free comprehensive consultation with Financial Advisor Erick Arnett, visit https://www.takepointwealth.online/. 👉 Visit https://takepointwealth.podbean.com for full episodes and be sure to subscribe to the Take Point on Retirement YouTube channel! 🔔 Don't forget to like, subscribe, and hit the bell icon so you never miss any new content 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! --- Show Links: Website: https://www.takepointwealth.online/ Apple: https://shorturl.at/2d3Gu Spotify: https://shorturl.at/tioG2 Amazon Music: https://shorturl.at/LDK14 --- 0:00 – Social Security and tax strategies 2:15 – Seeing the bigger picture 4:15 – Tax calculations #retirement #retirementplanning #retirementportfolio #retirementtips #taxes #socialsecurity #podcast --- 📻 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://www.takepointwealth.online/ 🎧 Listen to the podcast: https://takepointwealth.podbean.com/ 📺 Subscribe on YouTube:    / @takepointonretirement   --- 📞Connect with Erick Arnett: Phone (Tampa Bay) --- (352) 707-2889 Phone (Nationwide Clients) --- (888) 991-1287 Email --- Erick@takepointwealth.com Website --- https://www.takepointwealth.online/ LinkedIn ---   / 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.