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Контент предоставлен Impact Partnership and Ken Tumolo. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Impact Partnership and Ken Tumolo или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…
Tumolo Financial Radio
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Контент предоставлен Impact Partnership and Ken Tumolo. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Impact Partnership and Ken Tumolo или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
…
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96 эпизодов
Отметить все как (не)прослушанные ...
Manage series 3561343
Контент предоставлен Impact Partnership and Ken Tumolo. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Impact Partnership and Ken Tumolo или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
…
continue reading
96 эпизодов
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×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 Tumolo join you on the 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.…
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 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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Tumolo Financial Radio

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 Tumolo and his son Nick Tumolo join you on the 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.…
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 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 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.…
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 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 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.…
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 son Nick Tumolo join you on the 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.…
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.com Ken Tumolo and his son Nick Tumolo join you on the 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.…
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 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.…
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 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.…
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 Nick Tumolo join you on the 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.…
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. 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 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.…
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 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.…
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 Ken Tumolo and his son Nick Tumolo join you on the 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.…
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 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.…
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 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.…
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 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.…
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 long-term wealth and inheritance. 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 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.…
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 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.…
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 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 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.…
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 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 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.…
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 different market conditions. 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 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.…
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 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 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.…
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 Ken Tumolo and his son Nick Tumolo join you on the 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.…
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 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.…
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 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.…
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 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 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.…
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 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 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.…
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 retirement planning and tax strategies. 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 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.…
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 join you on the 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.…
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 and his son Nick Tumolo join you on the 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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