Ken Tumolo and Nick Tumolo explain why summer is a great time for a mid-year checkup with your financial advisor. It's a more relaxed time of year and allows for a thorough review of your financial situation. It's also a chance to plan for the end of the year and make any necessary adjustments.

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 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 Nick Tumolo explain why summer is a great time for a mid-year checkup with your financial advisor. It's a more relaxed time of year and allows for a thorough review of your financial situation. It's also a chance to plan for the end of the year and make any necessary adjustments.
To schedule a Tumolo Financial Retirement Checkup visit <a href="https://tumolofinancial.com/">TumoloFinancial.com</a>
Ken Tumolo and his son Nick Tumolo join you on the 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.

Tumolo Financial Radio

Summary  Summer is a great time for a mid-year checkup with your financial advisor. It's a more relaxed time of year and allows for a thorough review of your financial situation. The market tends to cool off in the summer, making it a good time to reposition portfolios. It's also a chance to plan for the end of the year and make any necessary adjustments. Retirement planning is a key focus, helping clients feel more comfortable with retiring and ensuring they are on track. Overall, the summer checkup is an opportunity to assess and improve your financial picture.

The Benefits of a Summer Checkup with Your Financial Advisor

Ken Tumolo interviews David Duley, about the looming changes and potential risks to Social Security benefits. David Duley explains the creation of the Social Security Risk Score, a diagnostic tool that helps individuals understand the impact of proposed reforms on their retirement income plan.

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 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 interviews David Duley, about the looming changes and potential risks to Social Security benefits. David Duley explains the creation of the Social Security Risk Score, a diagnostic tool that helps individuals understand the impact of proposed reforms on their retirement income plan.
To schedule a Tumolo Financial Retirement Checkup visit <a href="https://tumolofinancial.com/">TumoloFinancial.com</a>
Ken Tumolo and his son Nick Tumolo join you on the 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.

Summary  The conversation discusses the looming changes and potential risks to Social Security benefits. The guest, David Dooley, explains the creation of the Social Security Risk Score, a diagnostic tool that helps individuals understand the impact of proposed reforms on their retirement income plan. The conversation highlights the confusion and fear mongering surrounding Social Security predictions and the need for accurate information. It also explores the potential impact of Social Security reform on different generations and the importance of planning for alternative sources of income. The guest emphasizes the role of annuities and other financial products in mitigating the risks associated with Social Security changes.

Ken Tumolo Interviews David Duley about Potential Social Security Changes

Ken Tumolo and Nick Tumolo discuss the Federal Reserve's decision on interest rate cuts and the potential impact on the economy. They emphasize the importance of making the right decision based on economic goals rather than political considerations.

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 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 Nick Tumolo discuss the Federal Reserve's decision on interest rate cuts and the potential impact on the economy. They emphasize the importance of making the right decision based on economic goals rather than political considerations.
To schedule a Tumolo Financial Retirement Checkup visit <a href="https://tumolofinancial.com/">TumoloFinancial.com</a>
Ken Tumolo and his son Nick Tumolo join you on the 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.

Summary  The conversation discusses the Federal Reserve's decision on interest rate cuts and the potential impact on the economy. It emphasizes the importance of making the right decision based on economic goals rather than political considerations. The conversation also explores the dilemma of whether to pull money out of fixed income products in anticipation of rate cuts. It highlights the uncertainty surrounding the Fed's decisions and the potential consequences of lowering interest rates. The conversation concludes with a discussion on the importance of planning and diversifying investments to mitigate risks.

Retirement and Planning for a Changing Interest Rate Environment

 Ken Tumolo and Nick Tumolo explain the importance of planning for retirement and enjoying life as you get older. The conversation touches on the regrets of not doing certain things earlier in life and the unpredictability of the future. The Tumolos encourage listeners to plan for their dreams and goals in retirement and prioritize experiences and enjoyment.

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 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 Nick Tumolo explain the importance of planning for retirement and enjoying life as you get older. The conversation touches on the regrets of not doing certain things earlier in life and the unpredictability of the future. The Tumolos encourage listeners to plan for their dreams and goals in retirement and prioritize experiences and enjoyment.
To schedule a Tumolo Financial Retirement Checkup visit <a href="https://tumolofinancial.com/">TumoloFinancial.com</a>
Ken Tumolo and his son Nick Tumolo join you on the 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.

Summary  The conversation revolves around the topic of planning for retirement and enjoying life as one gets older. The hosts discuss the importance of saving for the future and guarding against common risks during the transition into retirement. They also emphasize the need to plan and enjoy experiences and create memories before reaching retirement age. The conversation touches on the regrets of not doing certain things earlier in life and the unpredictability of the future. The hosts encourage listeners to plan for their dreams and goals in retirement and prioritize experiences and enjoyment.

The Benefits of a Summer Checkup with Your Financial Advisor

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