Don’t Let an Inheritance Derail Your Retirement
Description
What happens when an unexpected inheritance turns into a financial setback? In this episode, Ken and Nick from Tumolo Financial share real-life stories of inherited wealth gone wrong—and how to avoid costly mistakes. Learn why timing, taxes, and planning matter when receiving or giving an inheritance, and how a retirement checkup can help you protect your future.
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.
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United States
