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One Mistake That Could Derail Your Retirement Plan
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What do dream vacations and retirement have in common? One wrong move can throw everything off. In this episode, Ken and Nick Tumolo explore how overlooked tax strategies, forgotten 401(k)s, and even dusty stock certificates can make or break your retirement. Through real-life stories—including one client who uncovered a $275,000 pension—they show how organizing your finances and implementing smart tax planning can unlock more income and peace of mind. It all starts with a checkup.
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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