Cover Your Assets KC Podcast


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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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Episode 63: The Dirty Little Financial Secrets

February 13, 2020

Ever wonder what it is they aren’t telling you when it comes to your financial decisions? What are those dirty little secrets in the financial world? And how can you strategize accordingly?

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Episode 62: SECURE Act Changes – Part 2: Inherited IRAs

February 6, 2020

What are the rules now when you inherit an IRA? How has the SECURE Act changed things, and what was a stretch IRA? It’s the second installment of our series on the SECURE Act and what it means for your retirement.

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Episode 61: Six Key Changes in the SECURE Act, Part 1

January 30, 2020

Are you wondering what the SECURE Act means for you? Whether you are in your childbearing years or 70 and a half, the changes will impact you and your financial plan.

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Episode 60: How To Plan For Long Term Care Needs

January 23, 2020

While it’s not a fun topic to consider, long term care is an important part of a financial plan. Do you know how you plan to address long term care needs?

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Episode 59: The Good News and Bad News In Financial Situations

January 16, 2020

Do you want the good news or the bad news first? When it comes to financial situations, you hope to not have any bad news. In these four statements, David explains why the good news to follow isn’t really enough to soften the bad news.

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Episode 58: 5 Financial New Year’s Resolutions If You’re Over 60

January 9, 2020

As you enter the new year, do you have these items on your list of resolutions and to-dos? For those over 60 years old, this list will help you gain the clarity and confidence in your financial direction.

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