Cover Your Assets KC Podcast

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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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Episode 89: Which Presidential Outcome Will Be Best for Your Portfolio?

August 13, 2020

How does this year’s 2020 election results impact your finances? We run through several possible outcomes to see what may be most beneficial from a financial standpoint.

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Episode 88: Building a Financial House

August 6, 2020

More than a mere structure, your financial plan creates the blueprint for the life and home you live in. What does it take to build a financial home that will withstand the test of time? Join us as we lay out the similarities between constructing a plan and constructing a house.

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Episode 87: 3 Listener Questions about Retirement Planning

July 30, 2020

Should you follow the “Rule of 100”? Are you wanting to retire sooner than originally planned? Where should your retirement income come from? David answers these listener questions on today’s episode of Cover Your Assets KC.

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Episode 86: What Your 401(k) Rollovers Options Are

July 23, 2020

Do you know when and how to do a 401(k) rollover? What type of rollover do you choose and where do the funds go? Find out on today’s podcast.

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Episode 85: Dealing with the Death of a Spouse

July 16, 2020

While it’s unpleasant to think about, preparing for what happens when one spouse dies is a critical component of your financial plan. David has worked with several surviving spouses and shares what’s important to focus on when it comes to your financial plan during that transition.

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Episode 84: How to Prepare for Early Retirement

July 9, 2020

Does retiring at 55 sound like a good idea? Russ, one of our listeners, thinks so and wants to know how he can prepare to do so.

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Episode 83: What To Know About The 4 Types Of Annuities

July 2, 2020

Annuities might just be the most controversial topic in the retirement landscape, but why are they such a polarizing set of products? Find out what David thinks about the four different types of annuities and get lots of detail on each one on today’s episode.

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Episode 82: Not Your Father’s Retirement

June 25, 2020

From financial plans and needs to your retirement lifestyle, your retirement is decidedly not the same as dear old Dad’s. How will your retirement (and retirement plans) be different?

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Episode 81: How The SECURE Act Changed Inherited IRAs

June 18, 2020

If you think a Roth conversion might be the right thing for you, how do you do it correctly? Creating a strategic plan for your conversion can make a significant difference in your finances and we’ll discuss the reasons many people are choosing to make this move. 

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Episode 80: What is the Strategy Behind a Roth Conversion?

June 11, 2020

If you think a Roth conversion might be the right thing for you, how do you do it correctly? Creating a strategic plan for your conversion can make a significant difference in your finances and we’ll discuss the reasons many people are choosing to make this move. 

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Episode 79: Uncommon Sense in Financial Planning

June 4, 2020

We’re told to use common sense when making decisions, yet often we still do otherwise. Today’s podcast will highlight several areas where people tend to go outside of the common sense and why.

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Episode 78: How to Spot & Avoid Scams in the Coronavirus Environment

May 28, 2020

Everybody likes to hear about scams but nobody likes to be involved in one. Today, let’s cover the two most common types of scams and then four ways to avoid a scam.

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Episode 77: 3 Worst Financial Decisions You Can Make Near Retirement

May 21, 2020

Wondering what’s most important as you near retirement? How about, what’s the worst course of action you can be taking? Find out the top three worst financial decisions you can make as you enter into retirement.

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Episode 76: Understanding Non-Correlated Income

May 14, 2020

Are you using non-correlated income wisely? On this episode, David explains what non-correlated income is and how you should use it within your financial plan.

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Episode 75: Financial Lessons from the World of Medicine

May 7, 2020

Just like you have a doctor to help you manage your health, a financial advisor helps manage your financial health. Let’s discuss some of the parallels between your relationship with your doctor and with your financial advisor.

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Episode 74: Do You Really Need Life Insurance?

April 30, 2020

Do you actually need to have life insurance or is it just another expense? David talks through the importance of life insurance and how it might be worth having as a part of your financial plan.

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