Cover Your Assets KC Podcast
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business....more
David Dickens
All Episodes (129)
From new to old
From new to old
-
1. Retirement Savings: Am I Ahead Or Behind?
Apr 25,2024 25:13 -
2. Millennials: Retirement Questions That Every Generation Is Asking
Apr 11,2024 35:40 -
3. Gen X: Retirement Questions That Every Generation Is Asking
Mar 28,2024 30:31 -
4. Baby Boomers: Retirement Questions That Every Generation Is Asking
Mar 14,2024 25:12 -
5. Mailbag: Should My Dad Gift Money Now to Later Avoid Estate Tax?
Feb 29,2024 18:25 -
6. 4 Financial Lessons From The Chiefs' Super Bowl Victory
Feb 15,2024 26:03 -
7. Mailbag: Should I Sell My Rental Property to Pay Off All My Debt?
Feb 02,2024 23:09 -
8. 3 Reasons You Should Use Life Insurance in 2024
Jan 18,2024 27:17 -
9. Making Your 2024 Count
Jan 04,2024 27:26 -
10. Mailbag: Is It Bad To Be In Debt?
Dec 21,2023 15:03 -
11. Mailbag: What Should I Do With My Raise?
Dec 07,2023 16:23 -
12. What To Do About Your Pension Buyout Options
Nov 16,2023 25:58 -
13. ”I Just Inherited An IRA! Now What?”
Nov 02,2023 16:08 -
14. Will I Owe Taxes When I Sell My Home?
Oct 26,2023 16:44 -
15. Mailbag: Should I Pay Cash for My House in Retirement?
Oct 12,2023 19:19 -
16. Are There Universal Retirement Truths?
Sep 28,2023 26:24 -
17. Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Sep 14,2023 21:22 -
18. Mailbag: Do I Really Need a Trust?
Aug 24,2023 16:21 -
19. What Ever Happened to the Stretch IRA?
Aug 11,2023 13:56 -
20. Too Young For A Roth IRA?
Jul 27,2023 23:09 -
21. Countdown Clarity: Timing Your Retirement Preparations
Jul 13,2023 37:19 -
22. Are Clients Saving ”Too Much” For Retirement?
Jun 29,2023 21:03 -
23. Don’t Wait To Claim Ex-Spouse Benefits From Social Security
Jun 22,2023 12:30 -
24. Common Financial Questions from the Office
Jun 08,2023 20:25 -
25. Tax-free Gifts To Your Beneficiaries
Jun 01,2023 17:25 -
26. Episode 221: Mailbag- How Does Inheriting A Roth IRA Work?
May 18,2023 17:22 -
27. Episode 220: 4 Big Beneficiary Mistakes You Do NOT Want To Make
May 11,2023 25:28 -
28. Episode 219: 5 Things That Affect Your Credit Score
May 04,2023 19:36 -
29. Episode 218: 6 Reasons NOT To Do A Roth Conversion
Apr 27,2023 20:58 -
30. Episode 217: 5 Annuity Myths to Know About
Apr 20,2023 24:37 -
31. Episode 216: Does Age Matter in Financial Planning?
Apr 13,2023 20:02 -
32. Episode 215: Mailbag - What Makes an HSA Getter Than My Roth IRA?
Apr 06,2023 15:19 -
33. Episode 214: 5 Important Tax Questions for Retirees
Mar 30,2023 18:25 -
34. Episode 213: 7 Myths About Social Security
Mar 23,2023 23:38 -
35. Episode 212: The Basics of Retirement Savings
Mar 16,2023 25:47 -
36. Episode 211: What Golf Teaches Us About Financial Planning
Mar 09,2023 24:07 -
37. Episode 210: What You Might Not Know About The S&P 500
Mar 02,2023 19:53 -
39. Episode 208: Should I Consolidate My Orphaned 401(k)s?
Feb 16,2023 14:09 -
41. Episode 206: 10 Point Checklist For Retirement Preparedness, Part 2
Feb 02,2023 22:33 -
42. Episode 205: 10 Point Checklist For Retirement Preparedness, Part 1
Jan 26,2023 27:56 -
43. Episode 204: 2023 Financial Resolutions, Part 2
Jan 19,2023 21:37 -
44. Episode 203: 2023 Financial Resolutions (Part 1)
Jan 13,2023 22:00 -
45. Episode 202: The Secure Act 2.0
Jan 05,2023 21:27 -
46. Episode 201: Mailbag - Maxing Out My Retirement Contributions
Dec 21,2022 19:43 -
47. Episode 200: Stock Market Knowledge
Dec 15,2022 28:08 -
48. Episode 199: Running the Retirement Planning Marathon
Dec 08,2022 21:03 -
49. Episode 198: Making Good Decisions Amidst Major Life Events
Dec 01,2022 21:19 -
50. Episode 197: Mailbag: How Do I Use the Rule of 72?
Nov 17,2022 20:51 -
51. Episode 196: The Positive Side of Inflation
Nov 10,2022 18:10 -
52. Episode 195: Why You Should Care About RMDs
Nov 03,2022 17:56 -
53. Episode 194: Financial Year-End Checklist
Oct 27,2022 21:13 -
54. Episode 193: Retirement Income Challenges You Might Not Expect
Oct 20,2022 19:14 -
55. Episode 192: How Bonds Work: What Retirees Need To Know
Oct 13,2022 23:50 -
56. Episode 191: Is the Market Overvalued or Undervalued?
Oct 06,2022 25:08 -
57. Episode 190: What Hurricanes Teach Us About Saving for Retirement
Sep 29,2022 23:35 -
58. Episode 189: Financial Rules of Thumb
Sep 22,2022 20:42 -
59. Episode 188: Investing Outside Of An IRA or 401(k)
Sep 15,2022 20:04 -
60. Episode 187: Irreversible Financial Decisions
Sep 08,2022 15:11 -
61. Episode 186: Life Insurance After 65? Three Good Reasons...
Sep 01,2022 18:05 -
62. Episode 185: Planning For Retirement’s Uncertainties
Aug 25,2022 19:47 -
63. Episode 184: Mailbag: Should I Convert My IRA Rollover Into a Roth?
Aug 11,2022 17:36 -
65. Episode 182: Financial Jargon
Jul 28,2022 24:14 -
66. Episode 181: Are You Too Old for a Roth Conversion?
Jul 21,2022 18:45 -
67. Episode 180: Is It Too Late to Sell My Stocks?
Jul 14,2022 20:30 -
68. Episode 179: Mailbag: When Can I Offset Gains with Losses?
Jul 07,2022 23:27 -
69. Episode 178: Roth Conversions in a Bear Market?
Jun 23,2022 20:23 -
70. Episode 177: Making Investment Losses Work FOR You
Jun 16,2022 18:11 -
71. Episode 176: Advice for the Almost Retired
Jun 09,2022 23:34 -
72. Episode 175: 5 Mistakes You Don’t Want to Make With Your IRA
May 26,2022 21:33 -
73. Episode 174: Common Questions About Your Home
May 19,2022 26:23 -
74. Episode 173: Recent Financial Statistics
May 12,2022 21:18 -
76. Episode 171: The Accidental Retiree
Apr 28,2022 18:08 -
77. Episode 170: Understanding Financial Jargon
Apr 21,2022 29:14 -
79. Episode 168: The Most Important Birthdays In Retirement Planning
Apr 07,2022 20:53 -
80. Episode 167: 8 Key Steps to Organizing Financial Records
Mar 31,2022 20:19 -
81. Episode 166: Financial Documents Needed Through Your Life Stages
Mar 24,2022 28:12 -
82. Episode 165: Understanding Financial Designations
Mar 17,2022 22:59 -
85. Episode 162: The Most Important Part of Retirement Planning
Feb 24,2022 20:48 -
86. Episode 161: Updates to Rollovers and Required Distributions
Feb 17,2022 18:14 -
87. Episode 160: Planning for Things You Can’t Predict
Feb 10,2022 19:44 -
88. Episode 159: What’s Behind the January Stock Market Swoon?
Feb 03,2022 23:03 -
90. Episode 157: Mailbag - Life Insurance, Budgets, and More
Jan 20,2022 18:34 -
91. Episode 156: 2022 Financial Resolutions, Part 2
Jan 13,2022 16:01 -
92. Episode 155: 2022 Financial Resolutions, Part 1
Jan 06,2022 25:00 -
93. Episode 154: Best Of 2021 Listener Questions
Dec 30,2021 23:39 -
94. Episode 153: One Easy Way to Simply Your Retirement
Dec 16,2021 11:30 -
95. Episode 152: 7 Roth Conversion Misconceptions
Dec 09,2021 19:59 -
96. Episode 151: 3 Ways to Reduce RMDs
Dec 02,2021 18:03 -
97. Episode 150: Mailbag - Retiring Early, Risk, and Social Security
Nov 18,2021 21:33 -
98. Episode 149: Retirement Planning as a Jigsaw Puzzle
Nov 11,2021 17:13 -
99. Episode 148: 5 Opportunities for Late Bloomers
Nov 04,2021 20:29 -
100. Episode 147: Who Pays the Gift Tax?
Oct 28,2021 17:50 -
101. Episode 146: Should Your Trust Be Your IRA Beneficiary?
Oct 21,2021 11:20 -
102. Episode 145: Tax Consequences
Oct 14,2021 19:02 -
105. Episode 142: Financial Matters You Don’t Want to Put Off
Sep 16,2021 22:04 -
106. Episode 141: Mailbag - Should I Contribute to a Roth 401(k)?
Sep 09,2021 16:49 -
107. Episode 140: 401(k) Millionaires
Sep 02,2021 19:01 -
108. Episode 139: Happy Birthday, Social Security
Aug 26,2021 17:58 -
109. Episode 138: 3 Questions to Ask Before You Buy An Annuity
Aug 19,2021 15:33 -
110. Episode 137: Is Inflation Transitory or Here to Stay?
Aug 12,2021 16:23 -
117. Episode 130: Only 1 in 4 Americans Have Done This
Jun 24,2021 20:16 -
118. Episdoe 129: Mailbag - Why Aren’t My IRAs Making Much Money?
Jun 17,2021 16:29 -
119. Episode 128: How To Find And Buy Term Life Insurance
Jun 10,2021 26:33 -
120. Episode 127: The 3 Worlds of Money
Jun 03,2021 23:42 -
121. Episode 126: What’s Your Retirement Income Literacy?
May 27,2021 21:22 -
122. Episode 125: Mailbag - Should I take Social Security Early?
May 20,2021 22:40 -
123. Episode 124: 4 Terms from the Financial Dictionary
May 13,2021 22:11 -
124. Episode 123: Do Retirees Really Need Life Insurance?
May 06,2021 16:10 -
125. Episode 122: How To Claim Social Security Benefits of an Ex-Spouse
Apr 29,2021 18:39 -
126. Episode 121: How Much Should You Invest in One Stock?
Apr 22,2021 18:50 -
127. Episode 120: What’s Changed with Inherited IRAs?
Apr 15,2021 17:23 -
128. Episode 119: Basketball and Financial Planning
Apr 08,2021 20:55 -
129. Episode 118: Things You Should Never Assume In the Financial World
Apr 01,2021 17:19
Cover Your Assets KC Podcast
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
Comments (0)
0/500
New Comments(0)
What do you think of this podcast?