Is your financial advisor really planning for retirement—or just managing investments? In this episode, Ken and Nick Tumolo break down the difference between investment advice and true retirement planning. From tax pitfalls and RMDs to costly capital gains mistakes, learn why a comprehensive retirement checkup could save you thousands and help you retire with confidence.
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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