Cover Your Assets KC Podcast

Episode #28: How To Save For A Wedding

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/

Episode #27: Social Security Is Taxable? Oops...

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/

Episode #26: Why You Should Hire A Financial Advisor

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/

Episode #25: In The News: Federal Spending & IRA Contributions

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/

Episode #24: Top 4 Financial Values In Retirement Planning

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/

Episode #23: The Little Missed Details Of Retirement Planning

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/

Episode #22: Market Crash Hall Of Fame

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/

Episode #21: The Foolproof Way To Retire Well Off

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/

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/