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.
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Episodes
Thursday Mar 07, 2019
Thursday Mar 07, 2019
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/
Thursday Feb 28, 2019
Thursday Feb 28, 2019
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/
Thursday Feb 21, 2019
Thursday Feb 21, 2019
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/
Thursday Feb 14, 2019
Thursday Feb 14, 2019
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/
Thursday Feb 07, 2019
Thursday Feb 07, 2019
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/
Thursday Jan 31, 2019
Thursday Jan 31, 2019
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/
Thursday Jan 24, 2019
Thursday Jan 24, 2019
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/
Thursday Jan 17, 2019
Thursday Jan 17, 2019
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/
Thursday Jan 10, 2019
Thursday Jan 10, 2019
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/
Thursday Jan 03, 2019
Thursday Jan 03, 2019
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/