Tumolo Financial Radio cover art

All Episodes

Tumolo Financial Radio — 155 episodes

#
Title
1

The Retirement Regret No One Talks About

2

Why Spending in Retirement Feels Harder Than Saving

3

Planning Retirement Around Life’s Biggest Expenses

4

Why Retirees Are Still Getting Hit With Tax Bills

5

Why Saving for Retirement Is Easier Than Spending

6

When Savings Headlines Don’t Match Reality

7

Big Retirement Decisions Can Have Bigger Consequences

8

Is the Next Generation Ready for the Wealth Transfer?

9

The Retirement Windows You Don’t Want to Miss

10

The Retirement Assumptions That Deserve a Second Look

11

The Truth About “Secret” Roth Conversion Strategies

12

When Waiting for Social Security Costs You More Than Money

13

The Retirement Decisions You Make This Year Can Echo for Decades

14

Your Financial Super Bowl Needs More Than a Game Day Plan

15

Why Retirement Rarely Happens on Schedule

16

How Much Cash Should Retirees Really Hold?

17

The Retirement Marathon: Are You Running the Right Tax Strategy?

18

The Retirement Withdrawal Mistake More Americans Are Making

19

Why Do Even Millionaires Go Broke?

20

Is Market Fear Quietly Controlling Your Retirement?

21

The Roth Decision That Could Change Your Retirement Path

22

Roth Conversions: Are You Spinning Your Wheels?

23

Retirement Roadblocks: Why Are We Afraid to Spend?

24

Gen X and the Retirement Jitters: Facing Fears, Finding Freedom

25

Retirement Curveballs: Navigating Layoffs and Medicare Changes

26

Medicare Mistakes That Could Cost You for Years

27

Is Your RMD Setting You Up for a Tax Surprise?

28

Pension or Lump Sum? The Retirement Dilemma Explained

29

Medicare Myths: What Retirees Need to Know Before It’s Too Late

30

Is Your 401k About to Get Riskier?

31

Medicare Maze: What Every Retiree Needs to Know This Year

32

Is It Too Soon to Scale Back? Rethinking Retirement Risk Timelines

33

Retirement Roulette: Why Winging It Can Cost You Big

34

Retirement: The Freedom to Dream Again

35

Estate Planning Myths: Why Every Family Needs a Legacy Strategy

36

Politics and Your Portfolio: Are You Ready for Retirement’s New Risks?

37

The Truth About the 4% Rule

38

Spouse, Strategy, Security: Social Security Demystified

39

Retirement Planning Isn’t Just Investment Returns

40

Don’t Let an Inheritance Derail Your Retirement

41

Just One More Year? Maybe Not.

42

Retired and Afraid to Spend? Let’s Fix That

43

How Much Risk Is Too Much Near Retirement?

44

From Taxed to Maxed: Why Timing Your Roth Conversion Matters

45

One Mistake That Could Derail Your Retirement Plan

46

How to Avoid Crashing Your Retirement Plan

47

Flip Your Financial Plan: From Growth to Retirement Income

48

Why Flip Phones Might Save Your Retirement

49

How to Spend with Confidence in Your Golden Years

50

Retirement Done Right: Planning for Life’s Curveballs

51

Are You Ready for Retirement Tax Surprises?

52

Overcoming the Fear of Spending in Retirement

53

Is the 4% Rule Outdated? Exploring Modern Retirement Strategies

54

Avoiding Losses in Your Retirement Plan

55

A Closer Look into Annuities

56

Balancing Your Portfolio During Volatile Times

57

Early Retirement: Is It Worth the Risk?

58

Is Wall Street in Correction Territory?

59

Updating Your Annuity in 2025

60

Is It Wise to Alter Your Retirement Plan?

61

Do You Have Too Much Tech in Your Portfolio?

62

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

63

What to Expect at a Tumolo Financial Seminar

64

How to Calculate What You Will Need in Retirement

65

Being Transparent About Your Legacy Plan

66

Avoiding Problems with RMDs

67

Addressing the Financial Noise in the Media

68

Start Your 2025 with a Financial Checkup

69

Addressing The Retirement Crisis

70

Can We Expect Volatility in 2025?

71

Does the 60/40 Portfolio Still Work in 2025?

72

Breaking Down Tax Loss Harvesting

73

Create a Pension Substitute

74

Avoiding Spending Guilt in Retirement

75

The Benefits of IRA to Roth Conversions

76

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

77

Can you Avoid Fees Associated with your 401k?

78

How to Get on Track Before You Retire

79

Don't Postpone Your Bucket List

80

Maximizing Growth While Minimizing Risk

81

How to Secure Your Financial Future

82

Expectations vs. Reality in Retirement

83

Finding Joy in Retirement Spending

84

Baby Boomers: Avoiding Common Retirement Pitfalls

85

Empowering Couples in Financial Planning

86

Building a Backup Plan for Retirement

87

Recent Changes in Retirement Laws and Taxes

88

The Pitfalls of 'Stay the Course' Advice

89

Understanding the Complexities of the Tax Code

90

Accounting for All Types of Taxable Income in Retirement

91

The Importance of Retirement Planning and Financial Security

92

When Annuities Make Sense for Retirement

93

Ken Tumolo Interviews David Duley about Potential Social Security Changes

94

Retirement and Planning for a Changing Interest Rate Environment

95

The Benefits of a Summer Checkup with Your Financial Advisor

96

Regrets and Lessons Learned as We Get Older

97

Transparency in Airfare and Fees

98

Navigating Tax Laws in Retirement

99

The Bad Reputation of Annuities

100

Cutting Through the Financial Noise and Strategies for Retirement Planning

101

Work-Life Balance and Retirement Planning

102

Knowing our tax code is vital in retirement

103

How do high interest rates affect your retirement plan?

104

How should you handle big purchases in retirement?

105

Other than your 401k, what else do you need for retirement?

106

There are more tax friendly states for retirement

107

Social media should not be your resource for retirement and financial advice

108

Taxes still exist during retirement

109

How do we navigate a market correction in retirement?

110

Will the elections affect your retirement?

111

Is a 401k the best way to save for retirement?

112

How can we protect ourselves if we go into a recession?

113

Preparing for the tax man in retirement

114

Managing volatility in retirement portfolios

115

Get your retirement plan off autopilot!

116

Using active management for retirement success

117

Can we fix mistakes in retirement?

118

Myth or not: You will have lower taxes in retirement

119

Is a market correction in our future?

120

Should you use retirement savings to pay off debt?

121

How do we cut through the noise?

122

How to create guaranteed income in retirement

123

How the new tax brackets could affect you

124

Will the Government make changes to Social Security?

125

Making the transition into retirement

126

Check your end-of-year financial to do list

127

Check your end-of-year financial to do list

128

Trading in an old annuity

129

The danger of tackling taxes yourself

130

Create your own personal pension in retirement

131

What's the best retirement strategy for you?

132

When should you claim Social Security?

133

Why happiness is more important than wealth in retirement

134

How to detect fees in your retirement plan

135

How the wealthy stay wealthy

136

When to use your retirement accounts

137

How far out can you plan your retirement?

138

What should you do with multiple 401ks?

139

Planning your retirement income budget

140

Using insurance products for efficient retirement planning

141

How to prepare for a recession

142

Is 60/40 outdated?

143

A sound tax plan is key for retirement

144

Are you on track for retirement?

145

Great advice from Dad

146

The Tumolo Financial Retirement Checkup

147

Myths about Social Security

148

You have opportunities with interest rates

149

Can we 'inflation-proof' our retirement plans?

150

New tax laws you need to know

151

Negative feelings towards the market

152

RMD Penalties

153

What tools can we use for a successful retirement?

154

Avoiding tax issues with a Roth IRA

155

Paralysis Analysis: Are there too many options for retirement?