Cover Your Assets KC Podcast

Episode #42: Saying One Thing But Doing Another With Your Investments

Do you follow through on your investment plans and goals? Maybe you think and say one thing, but then never get around to making it happen. Does your retirement plan reflect you and your values? Let’s make sure your goals and actions are aligned in this episode.
Check out the full show notes by clicking here.

Episode #41: 4 Reasons Why You Might Benefit From Roth Conversions

Have you considered doing a Roth conversion? Or did you even know they were an option? Here are four reasons to consider a Roth conversion and how they might fit in your tax strategy in the future.
Check out full show notes for this episode by clicking here. 

Episode #40: What It Means To Invest Like A Genius

What are the traits of a genius? And do they apply to you? How about your financial plan, is that the work of a genius? Learn how you too can think and act like a financial genius.
Check out the full show notes by clicking here. 

Episode #39: 2 Tax Strategies To Implement Now In Case Of A Future Tax Rate Increase

Some say “if” but most likely “when” tax rates increase, are you prepared to take a hit? What are some strategies you can implement now to prepare for a future increase in tax rates? These two strategies are sure to soften the blow later on.
Check out the full show notes by clicking here.

Episode #38: Managing Your Money In A Marriage (or Divorce) + Mailbag

Money is one of the top stressors in a marriage, so how do you handle it together successfully? Or, what happens to your retirement savings when you get a divorce? David answers these questions from the mailbag.
See the full show notes by clicking here.

Episode #37: The Battle Between Mutual Funds And ETFs

Do you prefer mutual funds or ETFs? To figure out which is better, first you’ve got to know what each does. Then you can determine how they fit into your financial strategy. We'll help you do that in this episode. 
Make sure you check out the show notes by clicking here. 
Here's the rundown for this episode: 
1:45 - What is a mutual fund?3:48 - Mutual funds provide an easy route to diversification.4:17 - What are ETFs?8:00 - Which is better, mutual funds or ETFs?9:09 - The difference between an indexed strategy and an actively managed strategy.

Episode #36: Why Should You Get Life Insurance?

A lot of people assume you only need life insurance if you have kids at home. But did you know there are additional benefits to having life insurance that could impact both your life and your legacy?
Check out the full show notes for today's episode by clicking here. 

Episode #35: How to Plan For Receiving An Inheritance In Retirement

Are you planning for retirement but in the back of your mind also banking on a big inheritance? Is it wrong to factor that in? David answers this question from the mailbag about inheritance and gives some tips on how to best prepare for one.
See the show notes and learn more about this show here. 

Episode #34: Which Ages Are Most Important When Planning For Retirement?

One of the common questions about retirement is which age you should target so that you’re maximizing your assets. It’s never too early to start discussing the options, so whether you’re in your early 50s or approaching 70, there’s important information for each age range that will help you prepare for that big day. In this episode, find out what you can be doing at each milestone age to put yourself in the best position.
For full show notes, visit our website here. 

Episode #33: Should You Contribute To A Roth or Traditional IRA?

Are you trying to decide where you should contribute money toward retirement? Whether you are 20 or 60, David will talk through some of the things to consider before you decide between a Roth IRA or traditional IRA. The difference down the line is worth taking time to thoroughly consider now.
Full show notes: https://coveryourassetskc.com/episode-33-should-you-contribute-to-a-roth-or-traditional-ira/