Posts Tagged ‘retirement 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 MoreEpisode 123: Do Retirees Really Need Life Insurance?
Ironically, life insurance is a young man’s game. The perception among many people is that your need for a policy dramatically decreases or become completely unnecessary as you get older. But is that really the case? Today, we’ll explore the ins and outs of life insurance and its various uses when it comes to planning.
Read MoreEpisode 108: 5 Important Retirement Statistics
What do these facts and figures tell you about what retirement could look like? How does you plan correspond with these statistics? We’ll dive into some important data on today’s show.
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 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.
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