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Could one Medicare mistake haunt your finances for life? Ken Tumolo and team break down the most common pitfalls, from unexpected penalties to costly prescription choices and overlooked Roth conversions. Learn why reviewing your coverage, understanding income thresholds, and timing your financial moves matter—especially as the year ends and RMDs approach. This episode offers practical insights for retirees and pre-retirees navigating Medicare, taxes, and retirement planning.
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.
By Ken TumoloCould one Medicare mistake haunt your finances for life? Ken Tumolo and team break down the most common pitfalls, from unexpected penalties to costly prescription choices and overlooked Roth conversions. Learn why reviewing your coverage, understanding income thresholds, and timing your financial moves matter—especially as the year ends and RMDs approach. This episode offers practical insights for retirees and pre-retirees navigating Medicare, taxes, and retirement planning.
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.