Posts Tagged ‘Taxes’
Best 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 104: Are You Counting On Social Security?
What will happen to Social Security? Can you plan on it as a part of your retirement plan? How can you set realistic expectations for what’s to come? We’ll talk about this important piece of income planning.
Read MoreEpisode 103: Things Nobody Says About Their Financial Plan
Wondering what to do with your financial plan but don’t want to later regret it? Here’s a few things people never seem to come back and complain about.
Read MoreEpisode 96: Would My Taxes Go Up If Biden Becomes President?
Are your taxes going up if Biden gets elected? David talks through some of the numbers and examples of how his tax plan could impact you.
Read MoreEpisode 80: What is the Strategy Behind a Roth Conversion?
If you think a Roth conversion might be the right thing for you, how do you do it correctly? Creating a strategic plan for your conversion can make a significant difference in your finances and we’ll discuss the reasons many people are choosing to make this move.Â
Read MoreEpisode 77: 3 Worst Financial Decisions You Can Make Near Retirement
Wondering what’s most important as you near retirement? How about, what’s the worst course of action you can be taking? Find out the top three worst financial decisions you can make as you enter into retirement.
Read MoreEpisode 72: 3 Key Provisions in the CARES Act
In response to coronavirus, the CARES Act has been passed. What will this mean for you and your financial planning? Let’s look at the three biggest provisions in this stimulus bill.Â
Read MoreEpisode 71: Financial Planning Wisdom and Quotes from Will Rogers
Sometimes you hear a quote that might have been said a long time ago, but it still rings true
today. What quotes from Will Rogers apply when it comes to making financial decisions?
Episode 66: Everything You Need To Know About Roth Conversions
Have you heard about Roth conversions? Wonder if it’s the right thing for you? David talks through different scenarios related to Roth conversions to see if it’s something that could benefit you.
Read MoreEpisode 64: Don’t Make These Retirement Assumptions
It’s never a great idea to make assumptions and that’s especially true when it comes to your money and your retirement. Let’s identify the common assumptions people make with their financial planning that could end up really costing you in retirement.
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