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 Dec 27, 2018
Thursday Dec 27, 2018
Even if you're not a health nut, you probably know the dangers of empty calories. Learn the parallels between unhealthy foods and your portfolio.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-6-unhealthy-financial-foods/
Thursday Dec 20, 2018
Thursday Dec 20, 2018
If you want to learn how to mitigate your tax burden in retirement, this is the podcast for you. Discover the impact taxes will have on your portfolio.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-5-taxes-retirement/
Thursday Dec 13, 2018
Thursday Dec 13, 2018
There's a lot of jargon out there in the financial world, and it can be confusing. David cracks the financial code and helps you learn the lingo.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-4-cracking-the-financial-code/
Thursday Dec 06, 2018
Thursday Dec 06, 2018
IRA accounts are useful tools, but you need to know which type is best for you. David explains the differences between Roth and traditional IRAs.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-3-traditional-versus-roth/
Thursday Nov 29, 2018
Thursday Nov 29, 2018
Mick Jagger unwittingly left us with sound financial advice through his music. David explains Mick's musings and leads us toward financial satisfaction.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-2-achieving-financial-satisfaction/
Thursday Sep 20, 2018
Thursday Sep 20, 2018
What are RMDs, and how do they affect your retirement? David gets you up to speed on the essentials, so you don't make crucial mistakes that could affect you as you near retirement.
For in-depth exploration of this topic, check out our blog here: https://coveryourassetskc.com/episode-1-whats-the-deal-with-rmds/