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The Benefits of a Summer Checkup with Your Financial Advisor
Manage episode 429150064 series 3561343
Kandungan disediakan oleh Impact Partnership and Ken Tumolo. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Ken Tumolo atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Ken Tumolo and Nick Tumolo explain why summer is a great time for a mid-year checkup with your financial advisor. It's a more relaxed time of year and allows for a thorough review of your financial situation. It's also a chance to plan for the end of the year and make any necessary adjustments.
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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