Cover Your Assets KC Podcast


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Retirement Age

Episode #34: Which Ages Are Most Important When Planning For Retirement?

July 11, 2019

One of the common questions about retirement is which age you should target so that you’re maximizing your assets. It’s never too early to start discussing the options, so whether you’re in your early 50s or approaching 70, there’s important information for each age range that will help you prepare for that big day. In this episode, find out what you can be doing at each milestone age to put yourself in the best position.

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Episode #33: Should You Contribute To A Roth or Traditional IRA?

July 3, 2019

Are you trying to decide where you should contribute money toward retirement? Whether you are 20 or 60, David will talk through some of the things to consider before you decide between a Roth IRA or traditional IRA. The difference down the line is worth taking time to thoroughly consider now.

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Episode #32: Mailbag – 401(k) Rollovers & Leaving An Inheritance

June 27, 2019

Have a few different old 401(k)s and want to simplify? Wondering if avoiding taxes is scam? Thinking about leaving an inheritance for your children? Listeners often send in their questions, so today David will answer these three questions from the mailbag.

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Episode #31: 3 Critical Estate Planning Mistakes To Avoid

June 20, 2019

These are three estate planning mistakes everyone will want to avoid. Regardless of how big or how complicated your estate is, these will impact your heirs if they are done incorrectly.

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Episode #30: Following The Voice Of Greed

June 13, 2019

When it comes to your money, it might feel like you have several different voices in your head telling you what to do. Sometimes it’s greed, sometimes it’s fear, sometimes it’s wisdom. We’ll talk through the different ways greed might speak to you and if you should follow those impulses.

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Episode #29: 3 Things To Know About Stretch IRAs

June 6, 2019

When inheriting an IRA, you may have the option of a Stretch IRA. David walks us through what a stretch IRA is and how it can work for you. This is incredibly important to understand if you might inherit an IRA because it may change your options when it comes to tax strategies and building wealth.

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Episode #28: How To Save For A Wedding

May 30, 2019

David answers three listener questions, including one on saving for a wedding. He also tackles questions on IRAs and the tax implications of selling a stock.

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Episode #27: Social Security Is Taxable? Oops…

May 23, 2019

Have you learned the hard way your Social Security benefit could be taxed? A listener question sparked this discussion on Social Security taxation.  Discover how Security taxation could affect you in retirement.

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Episode #26: Why You Should Hire A Financial Advisor

May 16, 2019

Whether you feel like you can do-it-yourself or aren’t sure who to trust, there are a number of reasons  people are hesitant to work with a financial advisor. We’ll walk through a few common holdups and explain why you need the expertise of a dedicated financial planner for a successful retirement.

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Episode #25: In The News: Federal Spending & IRA Contributions

May 9, 2019

Up, up, up! Today we look at a few things in the news that are going up including federal spending and retirement contribution limits. David discusses these recent items in the headlines and how they can impact your retirement. Then, looking down, we answer a question from the mailbag on how to prepare for a bear market.

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Episode #24: Top 4 Financial Values In Retirement Planning

May 2, 2019

Different retirees have different needs, which is why everyone needs a customized financial plan. Discover whether these four financial values can help you create a value-based retirement plan. 

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Episode #23: The Little Missed Details Of Retirement Planning

April 25, 2019

Today’s Prep: When planning for retirement there’s a lot to keep in mind. These three little missed details are easily overlooked but can have big implications on your retirement. Getting these sorted out can save you from a lot of trouble down the road. Have you addressed these three little…

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Episode #22: Market Crash Hall Of Fame

April 18, 2019

We’re always talking about market crashes on this show because everyone is scared of being in the middle of one. Today we’ll talk about the big crashes of the past and what caused them. Which crash do you remember?

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Episode #21: The Foolproof Way To Retire Well Off

April 11, 2019

Today’s Prep: Retirement might seem far away when you are in your 20s and 30s, but these five steps will help you retire well off when the time comes. All of them are easy; it’s just a matter of putting them in place. (Click the featured times below to jump…

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Episode #20: Know Thyself and Thy Finances

April 4, 2019

Socrates said, “The unexamined life is not worth living.” When it comes to financial planning, it’s important to occasionally be introspective. We’ll examine common questions and discover the key to obtaining financial security.

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Episode #19: Know That Buzzword: Risk Tolerance

March 28, 2019

Understanding risk tolerance and what it means in your portfolio is crucial to building the right plan for you. But what in the world is risk tolerance? David walks us through this financial buzzword so you can create a portfolio that suits you and your risk tolerance appropriately.

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Episode #18: Financial Crisis And Opportunity

March 21, 2019

Throughout your life you are likely to face one or more of these financial crises. But perhaps a crisis is really an opportunity. To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Here’s how you can pivot and plan for your future amidst a crisis turned opportunity.

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Episode #17: Are You Asking The Wrong Financial Questions

March 14, 2019

To plan for retirement, you need to be asking the right kind of financial questions. But what if you have it all wrong? David takes some of the questions he hears most and tells you what kind of questions you really should ask when it comes to saving and preparing for retirement.

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Episode #16: Are You Flirting With Disaster?

March 7, 2019

You might be flirting with financial disaster and not even realize it. If you find yourself in any of the following scenarios, you’ll want to visit with your financial advisor as soon as possible.

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Episode #15: Real Advising Is Problem-Solving

February 28, 2019

Most people think their advisor’s primary job is picking investments. However, your advisor should primarily engage in problem-solving. Discover real situations that became less about investing and more about problem-solving.

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