Tumolo Financial Radio

Ken Tumolo
  • 3.7 (3)
  • Investing
  • Updated Weekly

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.

  1. 5d ago

    Inherited an IRA? Avoid This Common Tax Mistake

    Inherited an IRA and not sure what to do next? A single decision could have lasting tax consequences. In this episode, Nick Tumolo explains the key rules surrounding inherited IRAs, including how the SECURE Act changed the landscape for beneficiaries. Learn why cashing out too quickly can create tax challenges, how the 10-year rule works, the differences between spousal and non-spousal beneficiaries, and planning considerations that may help beneficiaries navigate inherited retirement accounts more effectively.   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. See omnystudio.com/listener for privacy information.

  2. Sep 22

    5 High Impact Strategies You’ll Probably Never Use

    What if some of the most effective retirement planning strategies are also the ones most people ignore? In this episode, Ken Tumolo discusses several commonly overlooked retirement planning concepts, including consolidating old retirement accounts, maximizing employer matches, evaluating Roth conversions, using Health Savings Accounts strategically, and planning for long-term care expenses. He explains how small decisions can affect taxes, income planning, and overall retirement coordination, and why creating a strategy that fits your personal situation may be just as important as growing your savings.   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. See omnystudio.com/listener for privacy information.

  3. Sep 15

    How Your Investments Should Change in Your 50s and 60s

    Could the wrong investment mix near retirement force you to rethink your plans? In this episode, Ken Tumolo discusses how investment strategies may need to evolve as retirement approaches. He explains the shift from accumulation to income, the importance of balancing growth and risk management, and how sequence of returns risk can affect retirees who are drawing income during market downturns. The conversation also covers common mistakes investors make, including taking too much risk or becoming overly conservative, and highlights key considerations for building a retirement-focused portfolio.   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. See omnystudio.com/listener for privacy information.

  4. Sep 8

    4 Steps to Clean Out Your Portfolio

    Could overlooked retirement accounts create unnecessary complexity for you and your family? In this episode, Ken Tumolo discusses why consolidating retirement accounts becomes increasingly important as retirement approaches. He covers common issues such as scattered 401(k)s, duplicate investments, unintended risk exposure, and tax considerations when simplifying a portfolio. Ken also explains how organizing accounts, understanding account types, and creating a distribution strategy can help retirees better monitor their financial picture and prepare for future transitions.   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. See omnystudio.com/listener for privacy information.

  5. Sep 1

    Retirement Tax Bombs Most People Don’t See Coming

    Could a retirement tax bill be hiding in the savings you've spent decades building? In this episode, Nick Tumolo discusses the retirement "tax bomb" and how required minimum distributions, Social Security taxation, and Medicare surcharges can affect retirement income. He explains why taxes can increase later in retirement, even after leaving the workforce, and shares considerations for evaluating Roth contributions, withdrawal strategies, and long-term tax planning. Learn why looking beyond this year's tax return and understanding future tax exposure may play an important role in a retirement income strategy.   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. See omnystudio.com/listener for privacy information.

  6. Aug 25

    These Retirement Rules Worked For Decades - But Are Now Breaking Down

    Are some of retirement’s most popular rules actually leading people in the wrong direction? In this episode, Ken Tumolo examines several long-standing retirement assumptions, including the 4% withdrawal rule, the idea that you only need 70-80% of your pre-retirement income, and whether your home should serve as your retirement nest egg. He also discusses market recovery, balancing risk and safety, and why retirement planning should be built around your spending needs, goals, and lifestyle rather than relying solely on rules of thumb.   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. See omnystudio.com/listener for privacy information.

  7. Aug 18

    Are You Missing These Important Mid-Year Financial Checkups?

    Are small financial decisions today quietly shaping the retirement you’ll have tomorrow? In this episode, Nick Tumolo discusses practical mid-year financial checkups and the areas investors often overlook. Topics include increasing retirement contributions, making better use of cash reserves, reviewing income and spending strategies, evaluating tax opportunities, checking Social Security records, and updating beneficiaries and estate planning documents. The conversation highlights why regular reviews can help keep financial plans aligned with changing goals, life events, and retirement timelines.   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. See omnystudio.com/listener for privacy information.

  8. Aug 11

    Could You Already Own SpaceX Without Knowing It?

    Could you already own shares of one of the most talked-about companies in the market without realizing it? On this episode, Ken Tumolo discusses the buzz surrounding the SpaceX IPO, why some investors worry retail buyers could be taking on added risk, and why the story may be more complex than the headlines suggest. He explores valuation concerns, the role of investor demand, the importance of time horizon, and how companies like SpaceX can eventually find their way into mutual funds, ETFs, and retirement accounts.   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. See omnystudio.com/listener for privacy information.

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Ratings & Reviews

3.7
out of 5
3 Ratings

About

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.

Information

  • Creator
    Ken Tumolo
  • Years Active
    2023 - 2026
  • Episodes
    175
  • Rating
    Clean
  • Copyright
    © 2026 Ken Tumolo
  • Show Website
    Tumolo Financial Radio

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