Cover Your Assets KC Podcast


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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.

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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?

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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?

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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!

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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.

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Ep 49: Are You Working With The Right Financial Advisor?

October 24, 2019

Are you looking for an advisor and wonder what to ask? Or are you already working with a financial advisor but aren’t sure if it’s the right fit? Just what should a financial advisor be helping you with most?

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Ep #48: I’ve Got A Will, Isn’t That Enough?

October 17, 2019

When you think about the next generation and your family, you might also think about your assets being passed down. From your heirloom dining room table to your financial investments, does a will cover everything? How can you make that transition process as simple as possible (and avoid probate)?

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Ep #47: Answering the Most Common 401k FAQs

October 10, 2019

One of the most-used investment vehicles for retirement is the 401(k) because many employees have the option offered by their company. We want to help you understand the 401(k) by answering many of the common questions we get from contribution amounts to rollovers to investing options.

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Ep #46: 4 Important Tax Strategies To Implement Before The End Of The Year

October 3, 2019

As we enter into the fourth quarter of the year, you may be surprised to learn there are things you can do right now that have an impact on your taxes. Here are four strategies to implement right now.

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Episode #45: Are You Missing Out On Contributing To A Roth IRA?

September 26, 2019

Maybe you’ve heard differences between a Roth and traditional IRA in the past, but how do you determine if a Roth is right for you? What are the short-term vs. long-term benefits?

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Episode #44: The 7-Step Retirement Plan You Can Build Yourself, Part 2

September 19, 2019

Have you created a retirement plan that covers all of the basics? More than just where your money is invested, do you have goals and a plan in place that accomplishes what you want it to? The seven-step retirement plan is something you can do to make sure you are headed in the right direction. This is part two of the series.

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Episode #43: The 7-Step Retirement Plan You Can Build Yourself -Part 1

September 12, 2019

When creating a retirement plan, where do you start? And where are you headed? These seven simple steps will guide you through the process of building a retirement plan that works for you. This is part one of that series.

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Episode #42: Saying One Thing But Doing Another With Your Investments

September 5, 2019

Do you follow through on your investment plans and goals? Maybe you think and say one thing, but then never get around to making it happen. Does your retirement plan reflect you and your values? Let’s make sure your goals and actions are aligned in this episode.

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Episode #41: 4 Reasons Why You Might Benefit From Roth Conversions

August 29, 2019

Have you considered doing a Roth conversion? Or did you even know they were an option? Here are four reasons to consider a Roth conversion and how they might fit in your tax strategy in the future.

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Episode #40: What It Means To Invest Like A Genius

August 22, 2019

What are the traits of a genius? And do they apply to you? How about your financial plan, is that the work of a genius? Learn how you too can think and act like a financial genius.

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Episode #39: 2 Tax Strategies To Implement Now In Case Of A Future Tax Rate Increase

August 15, 2019

Some say “if” but most likely “when” tax rates increase, are you prepared to take a hit? What are some strategies you can implement now to prepare for a future increase in tax rates? These two strategies are sure to soften the blow later on.

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Episode #38: Managing Your Money In A Marriage (or Divorce)

August 8, 2019

Money is one of the top stressors in a marriage, so how do you handle it together successfully? Or, what happens to your retirement savings when you get a divorce? David answers these questions from the mailbag.

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Episode #37: The Battle Between Mutual Funds And ETFs

August 1, 2019

Do you prefer mutual funds or ETFs? To figure out which is better, first you’ve got to know what each does. Then you can determine how they fit into your financial strategy.

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Episode #36: 4 Little Known Reasons to Own Life Insurance

July 25, 2019

A lot of people assume you only need life insurance if you have kids at home. But did you know there are additional benefits to having life insurance that could impact both your life and your legacy?

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Episode #35: How to Plan For Receiving An Inheritance In Retirement

July 18, 2019

Are you planning for retirement but in the back of your mind also banking on a big inheritance? Is it wrong to factor that in? David answers this question from the mailbag about inheritance and gives some tips on how to best prepare for one.

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