Cover Your Assets KC Podcast

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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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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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