Cover Your Assets KC Podcast
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
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Episodes
Thursday Jun 13, 2019
Thursday Jun 13, 2019
When it comes to your money, it might feel like you have several different voices in your head telling you what to do. Sometimes it’s greed, sometimes it’s fear, sometimes it’s wisdom. We’ll talk through the different ways greed might speak to you and if you should follow those impulses.
Check out full show notes of this episode here: https://coveryourassetskc.com/episode-30-following-the-voice-of-greed
Thursday Jun 06, 2019
Thursday Jun 06, 2019
Today's Prep:
When inheriting an IRA, you may have the option of a Stretch IRA. David walks us through what a stretch IRA is and how it can work for you. This is incredibly important to understand if you might inherit an IRA because it may change your options when it comes to tax strategies and building wealth.
View the full show notes here: https://coveryourassetskc.com/episode-29-3-things-to-know-about-stretch-iras
Thursday May 30, 2019
Thursday May 30, 2019
David answers three listener questions, including one on saving for a wedding. He also tackles questions on IRAs and the tax implications of selling a stock.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-28-how-to-save-for-a-wedding/
Thursday May 23, 2019
Thursday May 23, 2019
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.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/social-security-is-taxable-oops/
Thursday May 16, 2019
Thursday May 16, 2019
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.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/why-you-should-hire-a-financial-advisor/
Thursday May 09, 2019
Thursday May 09, 2019
Up, up, up! Today we look at a few things in the news that are going up including federal spending and retirement contribution limits. David discusses these recent items in the headlines and how they can impact your retirement. Then, looking down, we answer a question from the mailbag on how to prepare for a bear market.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-25-in-the-news-federal-spending-ira-contributions/
Thursday May 02, 2019
Thursday May 02, 2019
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/
Thursday Apr 25, 2019
Thursday Apr 25, 2019
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://coveryourassetskc.com/episode-23-the-little-missed-details-of-retirement-planning/
Thursday Apr 18, 2019
Thursday Apr 18, 2019
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/
Thursday Apr 11, 2019
Thursday Apr 11, 2019
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/