Create a Pension Substitute

Ken Tumolo and Nick Tumolo discuss the prevalent fear of running out of money in retirement, emphasizing the decline of pensions and the need for individuals to build their own personal pensions.  To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son N…

Avoiding Spending Guilt in Retirement

Ken and Nick Tumolo discuss the complexities of retirement spending, particularly the differing attitudes spouses may have towards money.  To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer…

The Benefits of IRA to Roth Conversions

Ken Tumolo and Nick Tumolo explain the complexities of the tax code, particularly focusing on the benefits of Roth conversions and the importance of strategic financial planning in light of potential future tax changes. They emphasize the need for individuals to understand their financial decisions…

Is It Too Late to Take Advantage of the Bull Market?

Ken Tumolo and Nick Tumolo discuss the potential impact of Donald Trump's return to the White House on the stock market, focusing on anticipated tax cuts, deregulation, and lower interest rates. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nic…

Can you Avoid Fees Associated with your 401k?

Ken Tumolo and Nick Tumolo get into the various types of fees associated with 401ks, the importance of understanding these fees, and how they can impact retirement savings. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on t…

How to Get on Track Before You Retire

Ken Tumolo and Nick Tumolo explore the current state of retirement savings in America, highlighting alarming statistics about credit card debt and retirement preparedness. It emphasizes the importance of planning for retirement at least three to five years in advance, considering economic uncertain…

Don't Postpone Your Bucket List

Ken Tumolo and Nick Tumolo reflect on the importance of enjoying life's moments, particularly in the context of retirement. They discuss the challenges clients face in transitioning from saving to spending their retirement funds, emphasizing the need to enjoy life now rather than postponing experie…

Maximizing Growth While Minimizing Risk

Ken Tumolo and Nick Tumolo discuss the importance of understanding market risks and personal comfort levels when investing, particularly in the context of retirement planning. They highlight Warren Buffett's advice on being prepared for significant stock losses and emphasizes the need for a strateg…

How to Secure Your Financial Future

Ken Tumolo and Nick Tumolo discuss the importance of financial planning for retirement, emphasizing the risks associated with retiring at different ages. They highlight the need for early planning, understanding financial numbers, and building a safe retirement strategy to mitigate risks.  To sche…

Expectations vs. Reality in Retirement

Ken Tumolo and Nick Tumolo discuss the importance of data-driven decision-making in retirement planning, contrasting it with emotional investing. They emphasize the need for a holistic approach that considers various factors such as spending, taxes, and market conditions. To schedule a Tumolo Fina…