Cover Your Assets KC Podcast

Different retirees have different needs, which is why everyone needs a customized financial plan. Discover whether these four financial values can help you create a value-based retirement plan. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-24-top-4-financial-values-in-retirement-planning/

When planning for retirement there’s a lot to keep in mind. These three little missed details are easily overlooked but can have big implications on your retirement. Getting these sorted out can save you from a lot of trouble down the road. Have you addressed these three little missed details in your own plan? For in-depth exploration of this topic, check out our blog here:  https://coveryourasset...

We’re always talking about market crashes on this show because everyone is scared of being in the middle of one. Today we’ll talk about the big crashes of the past and what caused them. Which crash do you remember? For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/market-crash-hall-of-fame/

Retirement might seem far away when you are in your 20s and 30s, but these five steps will help you retire well off when the time comes. All of them are easy; it’s just a matter of putting them in place. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-21-the-foolproof-way-to-retire-well-off/

Socrates said, “The unexamined life is not worth living.” When it comes to financial planning, it’s important to occasionally be introspective. We'll examine common questions and discover the key to obtaining financial security. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-20-know-thyself-and-thy-finances/

Understanding risk tolerance and what it means in your portfolio is crucial to building the right plan for you. But what in the world is risk tolerance? David walks us through this financial buzzword so you can create a portfolio that suits you and your risk tolerance appropriately.   For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-19-know-th...

Throughout your life you are likely to face one or more of these financial crises. But perhaps a crisis is really an opportunity. To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Here’s how you can pivot a...

To plan for retirement, you need to be asking the right kind of  financial questions. But what if you have it all wrong? David takes some of the questions he hears most and tells you what kind of questions you really should ask when it comes to saving and preparing for retirement. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-17-are-you-ask...

You might be flirting with financial disaster and not even realize it. If you find yourself in any of the following scenarios, you'll want to visit with your financial advisor as soon as possible. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/are-you-flirting-with-disaster/

Most people think their advisor's primary job is picking investments. However, your advisor should primarily engage in problem-solving. Discover real situations that became less about investing and more about problem-solving. For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/real-advising-is-problem-solving/

Most of your financial decisions will produce both positive and negative consequences. David examines the double-edged sword of investing. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-14-double-edged-sword/

 We recently began a series outlining the good and bad elements of certain investment strategies and products. We continue and tackle the topic of annuities. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-13-good-or-bad-annuities/

Many people guess at the answers to important questions in retirement. Discover why your best guess might not be good enough. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-12-guessing-gone-wrong/

We begin our series on the benefits and drawbacks of various financial strategies. Join us as we begin by comparing term and permanent life insurance. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-11-term-versus-permanent-life-insurance/

There's no easy way out in retirement planning. You need a comprehensive plan to take you through retirement. Cutting corners will only lead to trouble. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-10-cutting-financial-corners/

We hear a lot about debt in the media. Some argue there's a place for good debt, but the term carries a negative connotation as well. David explains. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-9-debt-retirement/

You can't possibly prepare for every scenario in retirement. Life has many uncertainties. Learn how to make the best decisions amidst financial uncertainty. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-8-retirement-uncertainties/

401(k) rollovers are useful tools. However, they're tricky to execute. Get a proper understanding of a rollover and whether this strategy is right for you. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/401k-rollovers/

Even if you're not a health nut, you probably know the dangers of empty calories. Learn the parallels between unhealthy foods and your portfolio. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-6-unhealthy-financial-foods/

If you want to learn how to mitigate your tax burden in retirement, this is the podcast for you. Discover the impact taxes will have on your portfolio.  For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-5-taxes-retirement/

There's a lot of jargon out there in the financial world, and it can be confusing. David cracks the financial code and helps you learn the lingo. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-4-cracking-the-financial-code/

IRA accounts are useful tools, but you need to know which type is best for you. David explains the differences between Roth and traditional IRAs. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-3-traditional-versus-roth/

Mick Jagger unwittingly left us with sound financial advice through his music. David explains Mick's musings and leads us toward financial satisfaction. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-2-achieving-financial-satisfaction/

What are RMDs, and how do they affect your retirement? David gets you up to speed on the essentials, so you don't make crucial mistakes that could affect you as you near retirement. For in-depth exploration of this topic, check out our blog here:  https://coveryourassetskc.com/episode-1-whats-the-deal-with-rmds/