Cover Your Assets KC 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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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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