Posts Tagged ‘Taxes’
Episode 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.
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.
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