Posts Tagged ‘Taxes’
Episode 135: Mailbag – What Should I Do Now To Reduce Future RMD Taxes?
When you get closer to the age of required minimum distributions, you may wonder what you need to do now to prepare. David answers two questions from the mailbag in this week’s podcast.
Read MoreEpisode 132: 3 Things You Must Understand If You’re Retiring In 3-5 Years, Part 1
What happens with your taxes in retirement? This is the first of our three-part series for what to do and how to prepare if you are three to five years away from retirement.
Read MoreEpisode 131: 5 Things Grandparents & Parents Need to Know About 529 Plans
529 plans are a great way to save away money for kids’ college. But it does take a little bit of time to understand the ins and outs of them. David talks us through the top five things to keep in mind with 529s.
Read MoreEpisode 119: Basketball and Financial Planning
As March Madness came to a close, we wanted to have a little fun and talk about what basketball and financial planning had in common. Is your financial plan ready for its one shining moment?
Read MoreEpisode 118: Things You Should Never Assume In the Financial World
On the lookout for mutual funds with high returns because you’ve heard it’s possible? David answers three questions from the mailbag in today’s show as you make financial decisions.
Read MoreEpisode 116: 4 Steps to Help You Plan Ahead for Taxes in Retirement
Have you given much thought to taxes in retirement? What can you do to prepare effectively for what the future may hold?
Read MoreEpisode 112: Types of Financial Risk to Watch Out For
What risks might you encounter when it comes to your finances? How prepared are you for what may come? Find out more about the different types of risk and how to account for them in planning.
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 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.
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