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
Did you know…? From the global bond market to living benefits, we share what kind of stuff should you know when it comes to your financial decisions on today’s podcast.Listen & Read
Regardless of your age, here are three reasons you may want to review your tax plans and estate plans before the end of the year. Do you have everything set up in the most beneficial way?Listen & Read
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