Posts Tagged ‘Financial Planning’
Episode 130: Only 1 in 4 Americans Have Done This
Are you doing more summer vacation planning than financial planning? You’re not alone. Let’s talk about how you should view retirement planning in relation to your vacation plans.
Read MoreEpisdoe 129: Mailbag – Why Aren’t My IRAs Making Much Money?
Are you doing more summer vacation planning than financial planning? You’re not alone. Let’s talk about how you should view retirement planning in relation to your vacation plans.
Read MoreBest of 2020 – A Look Back at Our Most Popular Podcast Episodes
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.
Read MoreEpisode 102: Roth Conversions, Portfolio Diversification And Pension Lump Decisions?
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.
Read MoreEpisode 101: End-of-Year Financial Planning
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?
Read MoreEpisode 95: 3 Things Your Heirs Should Know
You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?
Read MoreEpisode 94: Millennials In Retirement
Even though it’s still a little way off, how can Millennials best prepare for retirement? What kinds of strategies should they implement as a part of their financial plan?
Read MoreEpisode 79: Uncommon Sense in Financial Planning
We’re told to use common sense when making decisions, yet often we still do otherwise. Today’s podcast will highlight several areas where people tend to go outside of the common sense and why.
Read MoreEpisode 78: How to Spot & Avoid Scams in the Coronavirus Environment
Everybody likes to hear about scams but nobody likes to be involved in one. Today, let’s cover the two most common types of scams and then four ways to avoid a scam.
Read MoreEpisode 74: Do You Really Need Life Insurance?
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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