Cover Your Assets KC Podcast


Click to subscribe to our podcast:

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.

Listen & Read

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.

Listen & Read

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?

Listen & Read

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.

Listen & Read

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.

Listen & Read

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.

Listen & Read

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?

Listen & Read

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.

Listen & Read

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.

Listen & Read

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?

Listen & Read

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.

Listen & Read

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.

Listen & Read

Episode 57: 5 Financial New Year’s Resolutions If You’re Under 50

January 2, 2020

If you’re under 50, this list of financial resolutions is the perfect way to start of your year. Having these financial details in place will give you a direction and peace of mind as you enter into the new decade.

Listen & Read

Episode 56: Understanding The Gift Tax

December 19, 2019

Whether you are nearing retirement or already in it, you may be ready to gift some of your money to future heirs even before you die. What kind of taxable event does giving a financial gift cause?

Listen & Read

Episode 55: Financial Things That Drive You Crazy

December 12, 2019

It takes a lot to get David worked up, but we found some things within the financial industry that drives him and other good advisors crazy. Let’s find out what those are on today’s episode.

Listen & Read

Episode 54: Top 5 Social Security Misunderstandings

December 5, 2019

Do you feel like you have a handle on what to expect when it comes to Social Security? Are you clear on what your benefits may be and when the best time is to start taking them? If not, this is a good place to start as we review the top five common Social Security misunderstandings.

Listen & Read

Episode 53: Things Nobody Says To Their Financial Advisor

November 21, 2019

Financial advisors hear a lot of crazy things when it comes to managing money. But do you want to know what they never hear? Have you said any of these things to your advisor?

Listen & Read

Episode 52: 3 Things To Know About Inherited IRAs

November 14, 2019

Did you recently inherit an IRA? What rules do you need to know and what options do you have in order to make the best decision for you and your family?

Listen & Read

Episode 51: Keys to Diversifying Your Portfolio

November 7, 2019

Perhaps you have several different investments and mutual funds. Does that mean you have proper diversification? Not necessarily!

Listen & Read

Episode 50: Variables That Shape Your Retirement Plan

October 31, 2019

What should you be considering when building a retirement plan? Instead of following a cookie cutter plan, know what you need to factor in to ensure your retirement plan suits your needs.

Listen & Read

Suggest a Podcast Topic

Ready to take

The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.

Or give us a call at 913.317.1414

Call Now Button