Financial Advisor and military veteran Erick Arnett gives you his best advice for taking control of your future, or taking point on your retirement.
Don't Panic Over The Inverted Yield Curve04/09/2019 Duration: 15min
The Inverted Yield Curve - What is it, and how will it affect me? How to Handle Market Volatility - have a plan, keep re-investing, don't sell, and re-balance. Resources: 13 Ways To Take The Emotions Out of Investing Take Point Wealth Management Website Email Erick: firstname.lastname@example.org Call Erick: 352.340.2942
Strategies From The Worlds Best Investors14/06/2019 Duration: 20min
Erick and Jag open this month's episode of Take Point on Retirement by covering the world's greatest investors, and what makes them so successful. Next, they cover some important facets of having a good financial plan, including benchmarks, a Risk Management Formula, and your Sharpe Ratio. Finally, Erick lists off the financial questions you should be able to answer right now. If you can't, it's time to give him a call.
The Results in Advance Planning Process16/04/2019 Duration: 30min
Want Erick Arnett to help you "Take Point" on your retirement? Call him today at 00:00 What should you do when 5 years out from retirement? (Hint: debts should be paid, and it's all about budgets!) 07:20 How do we make sure what we save for retirement exceeds what we need for retirement? Also, how to make sure you're on the same page as your partner. 14:00 It's never to early to start planning, but when is a good age to start talking to a financial advisor? 22:00 When should you take social security? There's a lot of conflicting information out there - Erick sorts it out. 26:30 The Results In Advance Planning Process - Erick explains this approach to taking point on your retirement.
Take Point on Retirement Trailer15/03/2019 Duration: 03min
Erick Arnett returned home from active duty in the United States Army unsure of what was next. When he saw what his neighbor was up to, he was intrigued. A casual conversation turned into a job interview, going back to school, and a career in the financial industry. Erick explains how his path and perspective will help you as you plan for retirement.