Cover Your Assets KC Podcast

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Episode 142: Financial Matters You Don’t Want to Put Off

September 16, 2021

We can all procrastinate at times. But when it comes to our finances we need to plan ahead. David shares key areas in your finances you don’t want to put off addressing.

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Episode 141: Mailbag – Should I Contribute to a Roth 401(k)?

September 9, 2021

If you have the option to contribute to a Roth 401(k), should you do it? In retirement, how can you be sure you won’t run out of money? David answers these questions and one more in today’s podcast.

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Episode 140: 401(k) Millionaires

September 2, 2021

Are you ready to become a millionaire? Let’s talk about how to make smart investments and make that goal a reality.

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Episode 139: Happy Birthday, Social Security

August 26, 2021

In celebration of Social Security’s recently passed birthday, let’s talk about four things you should know about it. How can you plan for Social Security as a part of your retirement plan?

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Episode 138: 3 Questions to Ask Before You Buy An Annuity

August 19, 2021

Before you buy an annuity (or rule one out), what do you need to know? David outlines three questions that will help you determine whether or not an annuity aligns with your goals and financial plan.

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Episode 137: Is Inflation Transitory or Here to Stay?

August 12, 2021

Gas prices are up, buying a car is much more expensive, and groceries cost more. Is this something you should be concerned about? David shares more information about inflation and whether or not he thinks this is transitory.

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Episode 136: Mailbag – How Much Money To Set Aside for Medical Care?

August 5, 2021

Are you as prepared for potential medical costs as you should be? How can you be sure? David breaks it down in today’s podcast.

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Episode 135: Mailbag – What Should I Do Now To Reduce Future RMD Taxes?

July 29, 2021

When you get closer to the age of required minimum distributions, you may wonder what you need to do now to prepare. David answers two questions from the mailbag in this week’s podcast.

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Episode 134: The 3 Things You Must Understand If Retiring in 3-5 Years, Part 3

July 22, 2021

Worried your money won’t last through your retirement? Just how much do you need and when can you retire? David talks through all of these things you must know if you are close to retirement.

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Episode 133: The 3 Things You Must Understand If You’re Retiring In 3-5 Years, Part 2

July 15, 2021

As you get closer to retirement, you likely want to make sure everything is in order, including your estate plan. David discusses what paperwork you should have in place and up-to-date.

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Episode 132: 3 Things You Must Understand If You’re Retiring In 3-5 Years, Part 1

July 8, 2021

What happens with your taxes in retirement? This is the first of our three-part series for what to do and how to prepare if you are three to five years away from retirement.

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Episode 131: 5 Things Grandparents & Parents Need to Know About 529 Plans

July 1, 2021

529 plans are a great way to save away money for kids’ college. But it does take a little bit of time to understand the ins and outs of them. David talks us through the top five things to keep in mind with 529s.

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Episode 130: Only 1 in 4 Americans Have Done This

June 24, 2021

Are you doing more summer vacation planning than financial planning? You’re not alone. Let’s talk about how you should view retirement planning in relation to your vacation plans.

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Episdoe 129: Mailbag – Why Aren’t My IRAs Making Much Money?

June 17, 2021

Are you doing more summer vacation planning than financial planning? You’re not alone. Let’s talk about how you should view retirement planning in relation to your vacation plans.

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Episode 128: How To Find And Buy Term Life Insurance

June 10, 2021

Wondering if you need term life insurance? You probably do, so how and where should you get it? Find out on today’s podcast!

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Episode 127: The 3 Worlds of Money

June 3, 2021

If you understand the three worlds of money, you will have a better understanding of how financial planning works. So today, we’ll remove the financial terms and extra jargon in order to focus on the three worlds of money: banking, insurance, and Wall Street. They serve significantly different purposes, and it’s important to understand how each fit into your financial world.

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Episode 126: What’s Your Retirement Income Literacy?

May 27, 2021

Ready to put your retirement income knowledge to the test? Take this quiz and follow along on today’s podcast to see how you do.

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Episode 125: Mailbag – Should I take Social Security Early?

May 20, 2021

Is paying off the house a worthwhile reason for taking Social Security early? Can life insurance create retirement income? David answers five very different questions from the mailbag in today’s episode.

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Episode 124: 4 Terms from the Financial Dictionary

May 13, 2021

Ready to learn some financial terms? David unpacks four financial terms and how they may relate to your financial plan.

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Episode 123: Do Retirees Really Need Life Insurance?

May 6, 2021

Ironically, life insurance is a young man’s game. The perception among many people is that your need for a policy dramatically decreases or become completely unnecessary as you get older. But is that really the case? Today, we’ll explore the ins and outs of life insurance and its various uses when it comes to planning.

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