Cover Your Assets KC Podcast

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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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Episode 100: Can We Afford to Do This AND Still Have Enough For Retirement?

November 5, 2020

How do you know when you have enough saved for retirement? How do you know when there’s enough left over to do something else like travel or take on a home renovation? We’ll answer your mailbag questions on today’s episode.

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Episode 99: Understanding and Implementing Wills & Trusts

October 29, 2020

Do you have a will or trust? What part do they play in your financial plan? What mistakes do you want to be sure to avoid when setting them up?

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Episode 98: Can You Pass This Social Security Quiz?

October 22, 2020

Are you ready to put your knowledge of Social Security to the test? How does Social Security fit into your retirement plan? Take the quiz on today’s episode.

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Episode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions

October 15, 2020

From Social Security benefits to long-term care coverage to incentivizing your children, we answer four questions from the mailbag today. David shares his advice for these listeners navigating different situations in their financial plan.

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Episode 96: Would My Taxes Go Up If Biden Becomes President?

October 8, 2020

Are your taxes going up if Biden gets elected? David talks through some of the numbers and examples of how his tax plan could impact you.

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Episode 95: 3 Things Your Heirs Should Know

October 1, 2020

You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?

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Episode 94: Millennials In Retirement

September 24, 2020

Even though it’s still a little way off, how can Millennials best prepare for retirement? What kinds of strategies should they implement as a part of their financial plan?

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Episode 93: Stuff You Should Know In The Financial World

September 17, 2020

Did you know…? From the global bond market to living benefits, we share what kind of stuff should you know when it comes to your financial decisions on today’s podcast.

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Episode 92: Mailbag – Should You Be Rebalancing?

September 3, 2020

Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.

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Episode 91: What’s the Future of Social Security?

August 27, 2020

What should you know when it comes to Social Security in the future? Will it still be there for you when you need it? How should your retirement plan account for Social Security? We’ll talk all things Social Security on today’s show.

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Episode 90: 3 Reasons to Review Your Tax and Estate Plan Now

August 20, 2020

Regardless of your age, here are three reasons you may want to review your tax plans and estate plans before the end of the year. Do you have everything set up in the most beneficial way?

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