That dream vacation, big purchase, or tax move can feel exciting—until the financial ripple effects show up later. In this episode of the Tumolo Financial Podcast, Ken and Nick Tumolo discuss planning for meaningful retirement experiences, from family travel goals to major spending decisions, without losing sight of long-term structure. They also break down common tax planning missteps, including poorly timed Roth conversions and how income decisions can impact Medicare costs. The conversation centers on aligning lifestyle goals, taxes, and retirement planning so decisions are made with clarity, not guesswork.

 

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

 

Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.

That dream vacation, big purchase, or tax move can feel exciting&mdash;until the financial ripple effects show up later. In this episode of the Tumolo Financial Podcast, Ken and Nick Tumolo discuss planning for meaningful retirement experiences, from family travel goals to major spending decisions, without losing sight of long-term structure. They also break down common tax planning missteps, including poorly timed Roth conversions and how income decisions can impact Medicare costs. The conversation centers on aligning lifestyle goals, taxes, and retirement planning so decisions are made with clarity, not guesswork.
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To schedule a Tumolo Financial Retirement Checkup visit&nbsp;<a href="https://tumolofinancial.com/">TumoloFinancial.com</a>
&nbsp;
Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.

Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.