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What does it take to build a strong financial foundation? What advice would David give those early on in their financial life?
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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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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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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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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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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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Does your portfolio contain these three qualities of money? How can you create a balanced portfolio? We’ll go through all of it on this episode.
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What do these facts and figures tell you about what retirement could look like? How does you plan correspond with these statistics? We’ll dive into some important data on today’s show.
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Ready to hit the ground running with your financial resolutions? David gives a list of seven things to cover in this two-part series.
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What financial resolutions are must-dos in 2021? David shares the first three actionable steps to take to benefit your financial future.
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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.
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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.
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What will happen to Social Security? Can you plan on it as a part of your retirement plan? How can you set realistic expectations for what’s to come? We’ll talk about this important piece of income planning.
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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.
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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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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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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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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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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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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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