Cover Your Assets KC Podcast

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Episode 102: When’s a Good Time for a Roth Conversion?

November 24, 2020

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.

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Episode 101: End-of-Year Financial Planning

November 19, 2020

A lot has happened this year, particularly in the past few weeks. As 2021 approaches, how do we need to prepare? What’s significant about changing from one year to the next? What financial moves do you need to make now?

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Episode 100: Can We Afford to Do This AND Still Have Enough For Retirement?

November 5, 2020

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.

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Episode 99: Understanding and Implementing Wills & Trusts

October 29, 2020

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?

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Episode 98: Can You Pass This Social Security Quiz?

October 22, 2020

Are you ready to put your knowledge of Social Security to the test? How does Social Security fit into your retirement plan? Take the quiz on today’s episode.

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Episode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions

October 15, 2020

From Social Security benefits to long-term care coverage to incentivizing your children, we answer four questions from the mailbag today. David shares his advice for these listeners navigating different situations in their financial plan.

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Episode 96: Would My Taxes Go Up If Biden Becomes President?

October 8, 2020

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.

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Episode 95: 3 Things Your Heirs Should Know

October 1, 2020

You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?

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Episode 94: Millennials In Retirement

September 24, 2020

Even though it’s still a little way off, how can Millennials best prepare for retirement? What kinds of strategies should they implement as a part of their financial plan?

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Episode 93: Stuff You Should Know In The Financial World

September 17, 2020

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.

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Episode 92: Mailbag – Should You Be Rebalancing?

September 3, 2020

Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.

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Episode 91: What’s the Future of Social Security?

August 27, 2020

What should you know when it comes to Social Security in the future? Will it still be there for you when you need it? How should your retirement plan account for Social Security? We’ll talk all things Social Security on today’s show.

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Episode 90: 3 Reasons to Review Your Tax and Estate Plan Now

August 20, 2020

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?

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Episode 89: Which Presidential Outcome Will Be Best for Your Portfolio?

August 13, 2020

How does this year’s 2020 election results impact your finances? We run through several possible outcomes to see what may be most beneficial from a financial standpoint.

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Episode 88: Building a Financial House

August 6, 2020

More than a mere structure, your financial plan creates the blueprint for the life and home you live in. What does it take to build a financial home that will withstand the test of time? Join us as we lay out the similarities between constructing a plan and constructing a house.

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Episode 87: 3 Listener Questions about Retirement Planning

July 30, 2020

Should you follow the “Rule of 100”? Are you wanting to retire sooner than originally planned? Where should your retirement income come from? David answers these listener questions on today’s episode of Cover Your Assets KC.

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Episode 86: What Your 401(k) Rollovers Options Are

July 23, 2020

Do you know when and how to do a 401(k) rollover? What type of rollover do you choose and where do the funds go? Find out on today’s podcast.

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Episode 85: Dealing with the Death of a Spouse

July 16, 2020

While it’s unpleasant to think about, preparing for what happens when one spouse dies is a critical component of your financial plan. David has worked with several surviving spouses and shares what’s important to focus on when it comes to your financial plan during that transition.

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Episode 84: How to Prepare for Early Retirement

July 9, 2020

Does retiring at 55 sound like a good idea? Russ, one of our listeners, thinks so and wants to know how he can prepare to do so.

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Episode 83: What To Know About The 4 Types Of Annuities

July 2, 2020

Annuities might just be the most controversial topic in the retirement landscape, but why are they such a polarizing set of products? Find out what David thinks about the four different types of annuities and get lots of detail on each one on today’s episode.

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