Best Ken Tumolo Podcasts (2025)

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Retirement Done Right: Planning for Life’s Curveballs 10:54

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3d ago10:54

10:54

Retirement planning isn’t just about numbers; it’s about adapting to life’s twists and turns. Ken and Nick Tumolo dive into the timeless wisdom of Warren Buffett, emphasizing the importance of avoiding emotional decision-making in investments and staying prepared for changes in laws, taxes, and personal circumstances. Real-world examples highlight …

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Are You Ready for Retirement Tax Surprises? 12:04

10d ago12:04

12:04

Many retirees face unexpected tax consequences due to poorly planned rollovers and conversions. Financial advisors Nick and Ken Tumolo go through key strategies for efficient legacy planning, ensuring that your hard-earned savings go to your loved ones instead of hefty tax bills. Learn the importance of having a will and a trust, and the necessity …

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Overcoming the Fear of Spending in Retirement 13:12

17d ago13:12

13:12

Financial advisors Nick and Ken Tumolo discuss the challenges retirees face in shifting from saving to spending. They emphasize the importance of getting comfortable with spending in retirement and the nuances of managing finances through strategic planning. Topics include the psychological shift needed to enjoy retirement savings, the impact of ma…

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Is the 4% Rule Outdated? Exploring Modern Retirement Strategies 13:20

24d ago13:20

13:20

Retirement planning can be daunting, but it's essential to ensure a comfortable future. Ken and Nick Tumolo highlight common misconceptions about the 4% rule for withdrawing funds and the importance of personalized financial planning to avoid outliving savings. Nick shares practical examples of clients who benefited from tailored retirement strateg…

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Avoiding Losses in Your Retirement Plan 6:35

1M ago6:35

6:35

In this conversation, Ken and Nick Tumolo discuss the emotional impact of market volatility on retirement planning. They use a metaphor of a rancher and wild horses to illustrate the importance of making timely decisions in investing. The discussion emphasizes the need for a comprehensive retirement plan that goes beyond just having a 401k, address…

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A Closer Look into Annuities 6:28

1M ago6:28

6:28

Ken Tumolo discusses the critical aspects of preparing for retirement, highlighting common regrets and the importance of financial planning. He emphasizes the role of annuities in providing lifetime income and addresses misconceptions surrounding them. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his so…

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Balancing Your Portfolio During Volatile Times 6:33

1M ago6:33

6:33

The Tumolos discuss the unpredictability of the stock market and the importance of balancing emotional trading with strategic investment decisions. They emphasize the need for a shift in investment strategies as individuals approach retirement, focusing on generating income and protecting assets during market volatility. To schedule a Tumolo Financ…

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Early Retirement: Is It Worth the Risk? 6:33

2M ago6:33

6:33

Have you ever wondered about the challenges and considerations of early retirement? Nick Tumolo delves into creating a personalized retirement plan that accounts for health care costs, income management, and potential pressures from employers to continue working part-time. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com …

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Is Wall Street in Correction Territory? 6:39

2M ago6:39

6:39

The Tumolos discuss the current state of the stock market, particularly in relation to President Trump's tariffs and their potential impact on inflation. They highlight the mixed reactions from financial experts and the importance of strategic investment planning during uncertain times. To schedule a Tumolo Financial Retirement Checkup visit Tumolo…

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Updating Your Annuity in 2025 6:40

2M ago6:40

6:40

Ken Tumolo and Nick Tumolo discuss the increasing demand for annuities in the current financial landscape, particularly in light of rising interest rates. They stress the importance of understanding the role of annuities in retirement planning, addressing common misconceptions, and providing real-life examples of how annuities can serve as effectiv…

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Is It Wise to Alter Your Retirement Plan? 7:38

2M ago7:38

7:38

Ken Tumolo and Nick Tumolo discuss the recent changes in college football playoffs and draws parallels to retirement planning. They emphasize the importance of having a structured retirement plan, especially during uncertain market conditions. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tu…

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Do You Have Too Much Tech in Your Portfolio? 6:14

3M ago6:14

6:14

Ken Tumolo and Nick Tumolo explain the intricacies of 401k investments and the importance of diversification in retirement planning. 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 need…

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Ken's Conversation with Country Stars Avery Anna & Greylan James at CRS 10:50

3M ago10:50

10:50

Ken Tumolo had a chance to chat with Avery Anna and Greylan James at Country Radio Seminar. Their conversations get into the importance of hard work, family support, and financial planning in the music industry, as well as the personal stories that shape their careers. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken …

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What to Expect at a Tumolo Financial Seminar 6:32

3M ago6:32

6:32

Ken and Nick discuss the importance of diversification in retirement planning and the value of educational seminars over sales-driven pitches. They emphasize the need for a comprehensive financial plan that aligns with clients' goals and the significance of understanding the reasons behind investment choices. To schedule a Tumolo Financial Retireme…

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How to Calculate What You Will Need in Retirement 6:20

3M ago6:20

6:20

The Tumolos focus on the critical aspects of retirement planning, emphasizing the importance of understanding one's financial needs and having a solid plan in place. They discuss the common concerns individuals have about retirement savings and the necessity of financial checkups to ensure that clients can retire comfortably. To schedule a Tumolo F…

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Being Transparent About Your Legacy Plan 8:42

4M ago8:42

8:42

Ken Tumolo and Nick Tumolo explain the challenges surrounding inheritance and financial planning between generations. They highlight the lack of communication about inheritance expectations and the importance of discussing financial goals within families. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his…

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Avoiding Problems with RMDs 7:00

4M ago7:00

7:00

The Tumolos get into the intricacies of Required Minimum Distributions (RMDs) and their tax implications for retirement planning. Ken and Nick highlight the importance of early planning to mitigate tax burdens associated with RMDs, including strategies like Roth conversions. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.co…

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Addressing the Financial Noise in the Media 6:47

4M ago6:47

6:47

Ken Tumolo and Nick Tumolo discuss the unpredictability of the stock market, the challenges of making accurate financial predictions, and the importance of having a trustworthy financial advisor. 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 o…

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Start Your 2025 with a Financial Checkup 7:18

4M ago7:18

7:18

Ken Tumolo and Nick Tumolo get into the importance of conducting financial reviews, especially at the beginning of the year. They explain how these reviews can help individuals understand their retirement needs. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on the Tumolo Fina…

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Addressing The Retirement Crisis 7:14

5M ago7:14

7:14

Ken Tumolo and Nick Tumolo address the pressing issues surrounding retirement planning, highlighting a consensus among both political parties regarding the retirement crisis. Key concerns include debt, inflation, and the future of social security. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nic…

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Can We Expect Volatility in 2025? 6:28

5M ago6:28

6:28

Ken Tumolo and Nick Tumolo discuss the fluctuations in the stock market following the election, particularly focusing on the impact of tariffs announced by Donald Trump. They emphasize the importance of long-term investment strategies for retirement, highlighting the need for a balanced approach to mitigate risks associated with market volatility. …

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Does the 60/40 Portfolio Still Work in 2025? 7:03

5M ago7:03

7:03

Ken Tumolo and Nick Tumolo discuss the traditional 60/40 investment portfolio, its performance in the current economic climate, and the importance of tailoring investment strategies to individual needs. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Rad…

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Breaking Down Tax Loss Harvesting 6:03

5M ago6:03

6:03

Ken Tumolo and Nick Tumolo get into the intricacies of tax loss harvesting and comprehensive tax planning strategies. They emphasize the importance of holistic tax planning, considering various accounts and long-term implications, including required minimum distributions. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com K…

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Create a Pension Substitute 6:19

5M ago6:19

6:19

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 Nick Tumolo join you on the Tumolo Financial Radio to o…

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Avoiding Spending Guilt in Retirement 8:28

6M ago8:28

8:28

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 solutions and strategies for your retirement planning…

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Is It Too Late to Take Advantage of the Bull Market? 5:40

6M ago5:40

5:40

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 Nick Tumolo join you on the Tumolo Financial Radio to of…

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The Benefits of IRA to Roth Conversions 6:21

6M ago6:21

6:21

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 and the implications of tax strategies on their lo…

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Can you Avoid Fees Associated with your 401k? 7:58

6M ago7:58

7:58

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 the Tumolo Financial Radio to offer solutions and stra…

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How to Get on Track Before You Retire 7:25

7M ago7:25

7:25

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 uncertainties and investment allocation. To schedule a Tumol…

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Don't Postpone Your Bucket List 7:33

7M ago7:33

7:33

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 experiences. To schedule a Tumolo Financial Retirement Che…

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Maximizing Growth While Minimizing Risk 7:14

7M ago7:14

7:14

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 strategic approach to managing investments through differe…

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How to Secure Your Financial Future 6:27

7M ago6:27

6:27

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 schedule a Tumolo Financial Retirement Checkup visit Tumo…

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Expectations vs. Reality in Retirement 6:38

8M ago6:38

6:38

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 Financial Retirement Checkup visit TumoloFinancial.com K…

1
Finding Joy in Retirement Spending 7:33

8M ago7:33

7:33

Ken Tumolo and Nick Tumolo highlight the importance of having a comprehensive financial plan that includes various aspects such as tax planning, estate planning, and Medicare. 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 s…

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Baby Boomers: Avoiding Common Retirement Pitfalls 6:50

8M ago6:50

6:50

Ken Tumolo and Nick Tumolo focus on the impending retirement of peak baby boomers, highlighting the challenges they may face in maintaining their lifestyle post-retirement. 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 stra…

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Empowering Couples in Financial Planning 6:29

8M ago6:29

6:29

Ken Tumolo and Nick Tumolo break down the dynamics of family roles in financial management, highlighting how responsibilities are often divided between partners. They discuss the evolving trends in financial decision-making among younger couples and emphasizes the importance of inclusive financial planning that engages both partners. To schedule a …

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Building a Backup Plan for Retirement 8:06

9M ago8:06

8:06

When it comes to managing a 401K, there are several options to consider. Ken Tumolo and Nick Tumolo discuss leaving the money in the former company's plan or rolling it over to an IRA. The key is to evaluate the situation and determine what can be done differently to improve the retirement picture. To schedule a Tumolo Financial Retirement Checkup …

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Recent Changes in Retirement Laws and Taxes 6:36

9M ago6:36

6:36

Ken Tumolo and Nick Tumolo discuss recent changes in retirement laws, particularly related to taxes. Two key changes mentioned are the exclusion of Roth money from the calculation of required minimum distributions (RMDs) in 401(k) accounts and the conversion of catch-up contributions to Roth money in 2026. These changes have implications for retire…

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The Pitfalls of 'Stay the Course' Advice 6:39

9M ago6:39

6:39

Ken Tumolo emphasizes the importance of proper allocation and planning, especially for those nearing retirement. He disagrees with the advice to stay the course and highlights the potential consequences of market downturns on retirees. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo joi…

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Understanding the Complexities of the Tax Code 6:43

9M ago6:43

6:43

Ken Tumolo and Nick Tumolo discuss how an inherited retirement account can present tax problems, especially if the beneficiary is in their highest earning years. They highlight how the tax code is complex and difficult for individuals to navigate on their own. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo an…

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Accounting for All Types of Taxable Income in Retirement 8:36

10M ago8:36

8:36

Ken and Nick Tumolo touch on the impact of social security and pensions on retirement planning and the potential tax implications of withdrawing money from tax-deferred accounts. 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 an…

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The Importance of Retirement Planning and Financial Security 6:34

10M ago6:34

6:34

Ken Tumolo and Nick Tumolo talks about giving clients the freedom to make choices without worrying about financial needs in retirement. They also highlight the potential risks of relying solely on the stock market for retirement savings and the importance of diversification. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.co…

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When Annuities Make Sense for Retirement 8:04

10M ago8:04

8:04

Ken Tumolo and Nick Tumolo discuss how annuities may be appropriate for individuals with high spending relative to their savings, a desire for guaranteed income, and a need for peace of mind. However, they also mention that it's important to be cautious when considering annuities, as some may have high fees and may not fit into a comprehensive fina…

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Ken Tumolo Interviews David Duley about Potential Social Security Changes 17:23

10M ago17:23

17:23

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…

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Retirement and Planning for a Changing Interest Rate Environment 8:04

11M ago8:04

8:04

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 N…

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The Benefits of a Summer Checkup with Your Financial Advisor 5:56

11M ago5:56

5:56

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 visi…

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Regrets and Lessons Learned as We Get Older 6:52

11M ago6:52

6:52

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 e…

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Transparency in Airfare and Fees 5:37

11M ago5:37

5:37

Ken Tumolo and Nick Tumolo discuss the new rule by the Biden administration that requires airlines to show airfare and fees transparently. They compare it to the hidden fees in the financial industry, particularly in employer-sponsored plans like 401(k)s. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his…

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Navigating Tax Laws in Retirement 6:35

12M ago6:35

6:35

Ken and Nick Tumolo highlight the complexities of regulations and laws that individuals need to navigate, especially in retirement. Tax laws and protection of spouses can significantly impact financial decisions. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on the Tumolo Fin…

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The Bad Reputation of Annuities 6:22

12M ago6:22

6:22

Many people are nervous about running out of money in retirement, leading them to consider annuities as a source of guaranteed income. Ken Tumolo and Nick Tumolo discuss how annuities often have a bad reputation due to poor planning and sales-focused advisors. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo an…