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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 how unchecked emotions can lead to costly mistakes, such as withdrawing investments in panic. Ken and Nick also stress the value of regular six-month financial reviews to adjust plans for evolving retirement goals, unexpected life events, and even big dreams like building a second home or taking trips.

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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112 episodes