Cover Your Assets KC Podcast


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Episode #43: The 7-Step Retirement Plan You Can Build Yourself -Part 1

September 12, 2019

When creating a retirement plan, where do you start? And where are you headed? These seven simple steps will guide you through the process of building a retirement plan that works for you. This is part one of that series.

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Episode #42: Saying One Thing But Doing Another With Your Investments

September 5, 2019

Do you follow through on your investment plans and goals? Maybe you think and say one thing, but then never get around to making it happen. Does your retirement plan reflect you and your values? Let’s make sure your goals and actions are aligned in this episode.

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Episode #41: 4 Reasons Why You Might Benefit From Roth Conversions

August 29, 2019

Have you considered doing a Roth conversion? Or did you even know they were an option? Here are four reasons to consider a Roth conversion and how they might fit in your tax strategy in the future.

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Episode #40: What It Means To Invest Like A Genius

August 22, 2019

What are the traits of a genius? And do they apply to you? How about your financial plan, is that the work of a genius? Learn how you too can think and act like a financial genius.

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Episode #39: 2 Tax Strategies To Implement Now In Case Of A Future Tax Rate Increase

August 15, 2019

Some say “if” but most likely “when” tax rates increase, are you prepared to take a hit? What are some strategies you can implement now to prepare for a future increase in tax rates? These two strategies are sure to soften the blow later on.

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Episode #38: Managing Your Money In A Marriage (or Divorce)

August 8, 2019

Money is one of the top stressors in a marriage, so how do you handle it together successfully? Or, what happens to your retirement savings when you get a divorce? David answers these questions from the mailbag.

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Episode #37: The Battle Between Mutual Funds And ETFs

August 1, 2019

Do you prefer mutual funds or ETFs? To figure out which is better, first you’ve got to know what each does. Then you can determine how they fit into your financial strategy.

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Episode #36: 4 Little Known Reasons to Own Life Insurance

July 25, 2019

A lot of people assume you only need life insurance if you have kids at home. But did you know there are additional benefits to having life insurance that could impact both your life and your legacy?

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Episode #35: How to Plan For Receiving An Inheritance In Retirement

July 18, 2019

Are you planning for retirement but in the back of your mind also banking on a big inheritance? Is it wrong to factor that in? David answers this question from the mailbag about inheritance and gives some tips on how to best prepare for one.

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Retirement Age

Episode #34: Which Ages Are Most Important When Planning For Retirement?

July 11, 2019

One of the common questions about retirement is which age you should target so that you’re maximizing your assets. It’s never too early to start discussing the options, so whether you’re in your early 50s or approaching 70, there’s important information for each age range that will help you prepare for that big day. In this episode, find out what you can be doing at each milestone age to put yourself in the best position.

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Episode #33: Should You Contribute To A Roth or Traditional IRA?

July 3, 2019

Are you trying to decide where you should contribute money toward retirement? Whether you are 20 or 60, David will talk through some of the things to consider before you decide between a Roth IRA or traditional IRA. The difference down the line is worth taking time to thoroughly consider now.

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Episode #32: Mailbag – 401(k) Rollovers & Leaving An Inheritance

June 27, 2019

Have a few different old 401(k)s and want to simplify? Wondering if avoiding taxes is scam? Thinking about leaving an inheritance for your children? Listeners often send in their questions, so today David will answer these three questions from the mailbag.

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Episode #31: 3 Critical Estate Planning Mistakes To Avoid

June 20, 2019

These are three estate planning mistakes everyone will want to avoid. Regardless of how big or how complicated your estate is, these will impact your heirs if they are done incorrectly.

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Episode #30: Following The Voice Of Greed

June 13, 2019

When it comes to your money, it might feel like you have several different voices in your head telling you what to do. Sometimes it’s greed, sometimes it’s fear, sometimes it’s wisdom. We’ll talk through the different ways greed might speak to you and if you should follow those impulses.

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Episode #29: 3 Things To Know About Stretch IRAs

June 6, 2019

When inheriting an IRA, you may have the option of a Stretch IRA. David walks us through what a stretch IRA is and how it can work for you. This is incredibly important to understand if you might inherit an IRA because it may change your options when it comes to tax strategies and building wealth.

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Episode #28: How To Save For A Wedding

May 30, 2019

David answers three listener questions, including one on saving for a wedding. He also tackles questions on IRAs and the tax implications of selling a stock.

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Episode #27: Social Security Is Taxable? Oops…

May 23, 2019

Have you learned the hard way your Social Security benefit could be taxed? A listener question sparked this discussion on Social Security taxation.  Discover how Security taxation could affect you in retirement.

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Episode #26: Why You Should Hire A Financial Advisor

May 16, 2019

Whether you feel like you can do-it-yourself or aren’t sure who to trust, there are a number of reasons  people are hesitant to work with a financial advisor. We’ll walk through a few common holdups and explain why you need the expertise of a dedicated financial planner for a successful retirement.

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Episode #25: In The News: Federal Spending & IRA Contributions

May 9, 2019

Up, up, up! Today we look at a few things in the news that are going up including federal spending and retirement contribution limits. David discusses these recent items in the headlines and how they can impact your retirement. Then, looking down, we answer a question from the mailbag on how to prepare for a bear market.

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Episode #24: Top 4 Financial Values In Retirement Planning

May 2, 2019

Different retirees have different needs, which is why everyone needs a customized financial plan. Discover whether these four financial values can help you create a value-based retirement plan. 

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