Cover Your Assets KC Podcast


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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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Episode 122: How To Claim Social Security Benefits of an Ex-Spouse

April 29, 2021

Are you divorced and wondering about spousal Social Security benefits in retirement? David shares seven things you need to know about the benefits and what they might look like on today’s podcast.

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Episode 121: How Much Should You Invest in One Stock?

April 22, 2021

If you’ve found a good stock, how much is okay to invest in it? David answers this question from the mailbag, as well as three others related to when to retire and the stability of Social Security.

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Episode 120: What’s Changed with Inherited IRAs?

April 15, 2021

When financial planning, what do you need to know about inherited IRAs when it comes to leaving a legacy? What is most beneficial to your heirs in the future?

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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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