Cover Your Assets KC Podcast
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Advisors Group is a DBA of CreativeOne Wealth. Insurance services are offered through Licensed Insurance Professionals.
Episodes
Thursday May 16, 2019
Episode #26: Why You Should Hire A Financial Advisor
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
Episode #25: In The News: Federal Spending & IRA Contributions
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
Episode #24: Top 4 Financial Values In Retirement Planning
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
Episode #23: The Little Missed Details Of 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
Episode #22: Market Crash Hall Of Fame
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
Episode #21: The Foolproof Way To Retire Well Off
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/
Thursday Apr 04, 2019
Episode #20: Know Thyself and Thy Finances
Thursday Apr 04, 2019
Thursday Apr 04, 2019
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/
Thursday Mar 28, 2019
Episode #19: Know that buzzword: Risk Tolerance
Thursday Mar 28, 2019
Thursday Mar 28, 2019
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/
Thursday Mar 21, 2019
Episode #18: Financial Crisis And Opportunity
Thursday Mar 21, 2019
Thursday Mar 21, 2019
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/
Thursday Mar 14, 2019
Episode #17: Are You Asking The Wrong Financial Questions
Thursday Mar 14, 2019
Thursday Mar 14, 2019
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/