A bigger Social Security check doesn’t necessarily mean more breathing room in your budget. In this podcast extra, Retirement.Radio’s Matt McClure talks with Bill Sweeney, AARP’s senior vice president of government affairs, about the 2027 cost-of-living adjustment and the financial pressures facing retirees. They discuss why the annual increase may fall short of what many older Americans need, how Medicare premiums can affect that increase, and why Congress faces growing urgency to address Social Security’s long-term funding challenges. Sweeney also shares practical resources to help you review your earnings history, explore benefit estimates, and make more informed claiming decisions.

---

📻 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.

This week, Financial Advisor Erick Arnett explains the power of protection, the importance of going beyond the inheritance, and making sure you leave nothing to chance.

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.

This week, Financial Advisor Erick Arnett discusses the tax trap in retirement, plus, how to properly navigate required minimum distributions, and the keys to building your personal multi-year tax roadmap for true financial peace of mind.

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.