Cover Your Assets KC Podcast

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Episode 64: Don’t Make These Retirement Assumptions

February 20, 2020

It’s never a great idea to make assumptions and that’s especially true when it comes to your money and your retirement. Let’s identify the common assumptions people make with their financial planning that could end up really costing you in retirement.

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Episode 63: The Dirty Little Financial Secrets

February 13, 2020

Ever wonder what it is they aren’t telling you when it comes to your financial decisions? What are those dirty little secrets in the financial world? And how can you strategize accordingly?

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Episode 62: SECURE Act Changes – Part 2: Inherited IRAs

February 6, 2020

What are the rules now when you inherit an IRA? How has the SECURE Act changed things, and what was a stretch IRA? It’s the second installment of our series on the SECURE Act and what it means for your retirement.

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Episode 61: Six Key Changes in the SECURE Act, Part 1

January 30, 2020

Are you wondering what the SECURE Act means for you? Whether you are in your childbearing years or 70 and a half, the changes will impact you and your financial plan.

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Episode 60: How To Plan For Long Term Care Needs

January 23, 2020

While it’s not a fun topic to consider, long term care is an important part of a financial plan. Do you know how you plan to address long term care needs?

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Episode 59: The Good News and Bad News In Financial Situations

January 16, 2020

Do you want the good news or the bad news first? When it comes to financial situations, you hope to not have any bad news. In these four statements, David explains why the good news to follow isn’t really enough to soften the bad news.

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Episode 58: 5 Financial New Year’s Resolutions If You’re Over 60

January 9, 2020

As you enter the new year, do you have these items on your list of resolutions and to-dos? For those over 60 years old, this list will help you gain the clarity and confidence in your financial direction.

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Episode 57: 5 Financial New Year’s Resolutions If You’re Under 50

January 2, 2020

If you’re under 50, this list of financial resolutions is the perfect way to start of your year. Having these financial details in place will give you a direction and peace of mind as you enter into the new decade.

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Episode 56: Understanding The Gift Tax

December 19, 2019

Whether you are nearing retirement or already in it, you may be ready to gift some of your money to future heirs even before you die. What kind of taxable event does giving a financial gift cause?

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Episode 55: Financial Things That Drive You Crazy

December 12, 2019

It takes a lot to get David worked up, but we found some things within the financial industry that drives him and other good advisors crazy. Let’s find out what those are on today’s episode.

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Episode 54: Top 5 Social Security Misunderstandings

December 5, 2019

Do you feel like you have a handle on what to expect when it comes to Social Security? Are you clear on what your benefits may be and when the best time is to start taking them? If not, this is a good place to start as we review the top five common Social Security misunderstandings.

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Episode 53: Things Nobody Says To Their Financial Advisor

November 21, 2019

Financial advisors hear a lot of crazy things when it comes to managing money. But do you want to know what they never hear? Have you said any of these things to your advisor?

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Episode 52: 3 Things To Know About Inherited IRAs

November 14, 2019

Did you recently inherit an IRA? What rules do you need to know and what options do you have in order to make the best decision for you and your family?

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Episode 51: Keys to Diversifying Your Portfolio

November 7, 2019

Perhaps you have several different investments and mutual funds. Does that mean you have proper diversification? Not necessarily!

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Episode 50: Variables That Shape Your Retirement Plan

October 31, 2019

What should you be considering when building a retirement plan? Instead of following a cookie cutter plan, know what you need to factor in to ensure your retirement plan suits your needs.

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Ep 49: Are You Working With The Right Financial Advisor?

October 24, 2019

Are you looking for an advisor and wonder what to ask? Or are you already working with a financial advisor but aren’t sure if it’s the right fit? Just what should a financial advisor be helping you with most?

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Ep #48: I’ve Got A Will, Isn’t That Enough?

October 17, 2019

When you think about the next generation and your family, you might also think about your assets being passed down. From your heirloom dining room table to your financial investments, does a will cover everything? How can you make that transition process as simple as possible (and avoid probate)?

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Ep #47: Answering the Most Common 401k FAQs

October 10, 2019

One of the most-used investment vehicles for retirement is the 401(k) because many employees have the option offered by their company. We want to help you understand the 401(k) by answering many of the common questions we get from contribution amounts to rollovers to investing options.

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Ep #46: 4 Important Tax Strategies To Implement Before The End Of The Year

October 3, 2019

As we enter into the fourth quarter of the year, you may be surprised to learn there are things you can do right now that have an impact on your taxes. Here are four strategies to implement right now.

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Episode #45: Are You Missing Out On Contributing To A Roth IRA?

September 26, 2019

Maybe you’ve heard differences between a Roth and traditional IRA in the past, but how do you determine if a Roth is right for you? What are the short-term vs. long-term benefits?

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