Posts Tagged ‘retirement planning’
Episode 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.
Read MoreEpisode #45: Are You Missing Out On Contributing To A Roth IRA?
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?
Read MoreEpisode #35: How to Plan For Receiving An Inheritance In Retirement
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.
Read MoreEpisode #27: Social Security Is Taxable? Oops…
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.
Read MoreEpisode #26: Why You Should Hire A Financial Advisor
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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