-- People already find retirement planning overwhelming—and just when they feel like they’ve finally got everything in place and their plan is on track, their financial advisor steps in and says it’s time to rebalance. Suddenly, they’re again faced with having to make decisions they were uncomfortable making in the first place.  Allen and Ralph discuss this and more!

--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.

-- Donald Trump ran for President on the promise of extending the 2017 tax cuts. But he might have a hard time keeping that promise.   On our show this week, Allen Costellow shares what you need to know about current tax policy and how you can act now to take advantage of today’s lower tax rates.  

--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.

-- What happens when you have to retire sooner than you planned?  New research from the Transamerica Center for Retirement Studies shows that unexpected early retirement is common in the U.S., and it can be a major challenge if you’re not ready.

--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.

-- 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. So, the question remains, how often do you see behavior or emotions get in the way of decision-making? Allen and Ralph discuss this and more!

--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.

-- On this weekend’s episode, Allen and Ralph go over some of the finer ways to maintain your financial resolutions through the entirety of 2025.  We also tackle a game of Tax Trivia and answer some listener mailbag questions. 

--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.

--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.

-- For years, annuities have gotten a bum rap. Too expensive. Too many strings attached. Your money is locked up forever. You’ve heard all the “cons” of annuities for years. But with private company pensions dying out, the tide is starting to turn. Annuities sales have had record years recently.  Allen and Ralph go over what Annuities are and how they why they are becoming the most popular retirement asset for many retirees going into 2025 and beyond.

--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.

Southern KY Retirement - Legacy Planning 11.27.2024 WED by Allen Costellow

Southern KY Retirement - Taxes In Retirement 11222024 FRI by Allen Costellow

Southern KY Retirement - Taxes, Medicare And Listener Mailbag 11152024 FRI by Allen Costellow