This or that? Which is better? David answers three mailbag questions that ask what to do while trying to make wise investment decisions.Listen & Read
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.Listen & Read
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.Listen & Read
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.Listen & Read
What financial resolutions are must-dos in 2021? David shares the first three actionable steps to take to benefit your financial future.Listen & Read
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.Listen & Read
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.Listen & Read
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.Listen & Read
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.Listen & Read
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.Listen & Read
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?Listen & Read
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.Listen & Read
Suggest a Podcast Topic
Ready to take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.