Cover Your Assets KC Podcast

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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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Episode 82: Not Your Father’s Retirement

June 25, 2020

From financial plans and needs to your retirement lifestyle, your retirement is decidedly not the same as dear old Dad’s. How will your retirement (and retirement plans) be different?

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Episode 81: How The SECURE Act Changed Inherited IRAs

June 18, 2020

If you think a Roth conversion might be the right thing for you, how do you do it correctly? Creating a strategic plan for your conversion can make a significant difference in your finances and we’ll discuss the reasons many people are choosing to make this move. 

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Episode 80: What is the Strategy Behind a Roth Conversion?

June 11, 2020

If you think a Roth conversion might be the right thing for you, how do you do it correctly? Creating a strategic plan for your conversion can make a significant difference in your finances and we’ll discuss the reasons many people are choosing to make this move. 

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Episode 79: Uncommon Sense in Financial Planning

June 4, 2020

We’re told to use common sense when making decisions, yet often we still do otherwise. Today’s podcast will highlight several areas where people tend to go outside of the common sense and why.

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Episode 78: How to Spot & Avoid Scams in the Coronavirus Environment

May 28, 2020

Everybody likes to hear about scams but nobody likes to be involved in one. Today, let’s cover the two most common types of scams and then four ways to avoid a scam.

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Episode 77: 3 Worst Financial Decisions You Can Make Near Retirement

May 21, 2020

Wondering what’s most important as you near retirement? How about, what’s the worst course of action you can be taking? Find out the top three worst financial decisions you can make as you enter into retirement.

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Episode 76: Understanding Non-Correlated Income

May 14, 2020

Are you using non-correlated income wisely? On this episode, David explains what non-correlated income is and how you should use it within your financial plan.

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Episode 75: Financial Lessons from the World of Medicine

May 7, 2020

Just like you have a doctor to help you manage your health, a financial advisor helps manage your financial health. Let’s discuss some of the parallels between your relationship with your doctor and with your financial advisor.

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Episode 74: Do You Really Need Life Insurance?

April 30, 2020

Do you actually need to have life insurance or is it just another expense? David talks through the importance of life insurance and how it might be worth having as a part of your financial plan.

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Episode 73: Coronavirus & the Economy – Navigating The Turmoil

April 23, 2020

Between coronavirus fears and the current market volatility, how can you navigate this
turmoil wisely? What should you be doing with your money?

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Episode 72: 3 Key Provisions in the CARES Act

April 16, 2020

In response to coronavirus, the CARES Act has been passed. What will this mean for you and your financial planning? Let’s look at the three biggest provisions in this stimulus bill. 

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Episode 71: Financial Planning Wisdom and Quotes from Will Rogers

April 9, 2020

Sometimes you hear a quote that might have been said a long time ago, but it still rings true
today. What quotes from Will Rogers apply when it comes to making financial decisions?

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Episode 70: Are These Financial Views Fact or Fiction?

April 2, 2020

When it comes to your financial plan, are you basing it off of facts or fiction? Consider the decisions you’re making and where you’re getting your information. We’ll help you do that on this episode.

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Episode 69: Financial Strategy On and Off the Court

March 26, 2020

In March, we usually spend a lot of time paying attention to basketball. While it’s not on right now, let’s talk though some of the strategy behind the game as it applies in our own lives.

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Episode 68: Coronavirus – 3 Steps to Take as the Market Continues Downward

March 19, 2020

What can you do while the market goes downward? What kind of impact with the coronavirus make on your financial plan? Today we’ll lay out three steps you can take in the midst of the volatility.

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Episode 67: Coronavirus & Market Volatility – 3 Reasons Stocks Are Down

March 12, 2020

The market has fluctuated dramatically in recent weeks and we’ve seen much more down than up. What is causing this? Is it all about the coronavirus? Should we be concerned or do something different with our portfolios?

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Episode 66: Everything You Need To Know About Roth Conversions

March 5, 2020

Have you heard about Roth conversions? Wonder if it’s the right thing for you? David talks through different scenarios related to Roth conversions to see if it’s something that could benefit you.

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Episode 65: 4 Simple Strategies to Increase Your Net Worth

February 27, 2020

Do you want your net worth to be higher? How can you increase it? You can do it by implementing these four simple strategies.

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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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