Cover Your Assets KC Podcast

Episode #20: Know Thyself and Thy Finances

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/

Episode #19: Know that buzzword: Risk Tolerance

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-that-buzzword-risk-tolerance/

Episode #18: Financial Crisis And Opportunity

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 and plan for your future amidst a crisis turned opportunity.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-18-financial-crisis-and-opportunity/

Episode #17: Are You Asking The Wrong Financial Questions

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-asking-the-wrong-financial-questions/

Are You Flirting With Disaster?

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/

Real Advising Is Problem-Solving

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/

Episode #14: The Double-Edged Sword

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/

Episode #13: Good Or Bad - Annuities

 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/

Episode #12: Guessing Gone Wrong

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/

Episode #11: Good Or Bad - Term Versus Permanent Life Insurance

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/