Cover Your Assets KC Podcast

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Episode 119: Basketball and Financial Planning

April 8, 2021

As March Madness came to a close, we wanted to have a little fun and talk about what basketball and financial planning had in common. Is your financial plan ready for its one shining moment?

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Episode 118: Things You Should Never Assume In the Financial World

April 1, 2021

On the lookout for mutual funds with high returns because you’ve heard it’s possible? David answers three questions from the mailbag in today’s show as you make financial decisions.

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Episode 117: Where Can I Find Mutual Funds with 10 Percent Returns?

March 25, 2021

On the lookout for mutual funds with high returns because you’ve heard it’s possible? David answers three questions from the mailbag in today’s show as you make financial decisions.

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Episode 114: Save Up for Rental Property or Pay Off House?

March 4, 2021

This or that? Which is better? David answers three mailbag questions that ask what to do while trying to make wise investment decisions.

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Episode 113: 5 Things to Know About Capital Gains

February 25, 2021

If you’ve ever invested, you’re at least familiar with capital gains, but do you understand how much they impact your future? Today we’ll tell you five things that you need to know about capital gains and how to account for them when investing.

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Episode 112: Types of Financial Risk to Watch Out For

February 18, 2021

What risks might you encounter when it comes to your finances? How prepared are you for what may come? Find out more about the different types of risk and how to account for them in planning.

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Episode 111: The Story Behind GameStop Stock

February 11, 2021

Wondering what happened with GameStop and why it matters? David shares the details behind what happened and what made it into such a big deal.

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Episode 110: Financial Resolutions – Answering Your Questions

February 4, 2021

Have you started working on your financial resolutions yet? What kind of questions have delayed you from reaching your goals? Today we’ll provide answers to help you stay on track financially this year.

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Episode 109: SLY – Safety, Liquidity, and Yield

January 28, 2021

Does your portfolio contain these three qualities of money? How can you create a balanced portfolio? We’ll go through all of it on this episode.

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Episode 108: 5 Important Retirement Statistics

January 21, 2021

What do these facts and figures tell you about what retirement could look like? How does you plan correspond with these statistics? We’ll dive into some important data on today’s show.

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Episode 107: 2021 Financial Resolutions, Part 2

January 14, 2021

Ready to hit the ground running with your financial resolutions? David gives a list of seven things to cover in this two-part series.

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Episode 106: 2021 Financial New Year’s Resolutions, Part 1

January 7, 2021

What financial resolutions are must-dos in 2021? David shares the first three actionable steps to take to benefit your financial future.

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Best of 2020 – A Look Back at Our Most Popular Podcast Episodes

December 28, 2020

What an incredibly unpredictable year it’s been in 2020. We’ve all experienced so many ups and downs throughout these past 12 months, and it’s really given us a lot to talk about about from a financial planning standpoint. As we put a close on 2020, let’s go back and revisit the top five most downloaded episodes of the Cover Your Assets KC podcast.

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Episode 105: No Democratic Sweep? Final Tax Strategies Of 2020

December 17, 2020

What can you still do before the year ends? David talks through four strategies that you’ll want to consider before the clock strikes midnight on December 31.

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Episode 104: Are You Counting On Social Security?

December 10, 2020

What will happen to Social Security? Can you plan on it as a part of your retirement plan? How can you set realistic expectations for what’s to come? We’ll talk about this important piece of income planning.

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Episode 103: Things Nobody Says About Their Financial Plan

December 3, 2020

Wondering what to do with your financial plan but don’t want to later regret it? Here’s a few things people never seem to come back and complain about.

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Episode 102: Roth Conversions, Portfolio Diversification And Pension Lump Decisions?

November 24, 2020

We cover one of David’s favorite topics while answering three questions from the mailbag today. From Roth conversions, investment choices, and pension decisions, we’ve got you covered when it comes to retirement planning.

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Episode 101: End-of-Year Financial Planning

November 19, 2020

A lot has happened this year, particularly in the past few weeks. As 2021 approaches, how do we need to prepare? What’s significant about changing from one year to the next? What financial moves do you need to make now?

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