The Southern Kentucky Retirement Show

Taxes in Retirement

30 min · 28 mrt 2025
aflevering Taxes in Retirement artwork

Beschrijving

Even though Tax Filing Season wraps up on April 15th, your retirement plans are still going through other tax battles.  Financial Advisor Allen Costellow takes us into a deeper dive of how taxes make an impact on your portfolio all-year long.  Tune In! We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So, give Allen and his team a call to see where your portfolio stands during any market changes, 270-201-7080. Catch us on our local radio show! Talk 104.1 and 930AM Bowling Green Wednesdays and Fridays at 8:30 A.M.

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Alle afleveringen

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aflevering Are Behavioral Purchases Hurting Your Retirement Savings artwork

Are Behavioral Purchases Hurting Your Retirement Savings

You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money.  Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions. On today’s episode, Financial Advisor Allen Costellow discusses how he would often see behavior or emotions get in the way of decision-making of his clients and most other retirees today. We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So, give Allen and his team a call to see where your portfolio stands during any market changes, 270-201-7080. Catch us on our local radio show! Talk 104.1 and 930AM Bowling Green Wednesdays and Fridays at 8:30 A.M.

21 mrt 202529 min