Posts Tagged ‘retirement planning’
Episode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions
From Social Security benefits to long-term care coverage to incentivizing your children, we answer four questions from the mailbag today. David shares his advice for these listeners navigating different situations in their financial plan.
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 92: Mailbag – Should You Be Rebalancing?
Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.
Read MoreEpisode 87: 3 Listener Questions about Retirement Planning
Should you follow the “Rule of 100”? Are you wanting to retire sooner than originally planned? Where should your retirement income come from? David answers these listener questions on today’s episode of Cover Your Assets KC.
Read MoreEpisode 86: What Your 401(k) Rollovers Options Are
Do you know when and how to do a 401(k) rollover? What type of rollover do you choose and where do the funds go? Find out on today’s podcast.
Read MoreEpisode 75: Financial Lessons from the World of Medicine
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.
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.
Read MoreEpisode 69: Financial Strategy On and Off the Court
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.
Read MoreEpisode 65: 4 Simple Strategies to Increase Your Net Worth
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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