Cover Your Assets KC Podcast
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City of CreativeOne Advisors Group. David 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 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/
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/