Episode 146: Should Your Trust Be Your IRA Beneficiary?
Who or what is listed as the beneficiary on your IRA? We get into various reasons for and against having a trust and how the most recent rules might a...
Cover Your Assets KC Podcast
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About
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.
Episode 145: Tax Consequences
What tax consequences should you prepare for? We talk through the different accounts you may have and what kind of taxes to expect in retirement for e...
Episode 144: Mailbag - How Can I Convince My Husband We’ve Saved Enough?
Are you and your spouse not seeing eye-to-eye when it comes to saving (or spending) in retirement? David shares his thoughts on how to improve the sit...
Episode 143: Do the New Infrastructure Bills Impact Your Financial Plan?
There is a lot of buzz going around about infrastructure bills. How could they impact you? We talk about “how the sausage is made” in bills like these...
Episode 142: Financial Matters You Don’t Want to Put Off
We can all procrastinate at times. But when it comes to our finances we need to plan ahead. David shares key areas in your finances you don’t want to...
Episode 141: Mailbag - Should I Contribute to a Roth 401(k)?
If you have the option to contribute to a Roth 401(k), should you do it? In retirement, how can you be sure you won’t run out of money? David answers ...
Episode 140: 401(k) Millionaires
Are you ready to become a millionaire? Let’s talk about how to make smart investments and make that goal a reality. Read more and get additional fin...
Episode 139: Happy Birthday, Social Security
In celebration of Social Security’s recently passed birthday, let’s talk about four things you should know about it. How can you plan for Social Secur...
Episode 138: 3 Questions to Ask Before You Buy An Annuity
Before you buy an annuity (or rule one out), what do you need to know? David outlines three questions that will help you determine whether or not an a...
Episode 137: Is Inflation Transitory or Here to Stay?
Gas prices are up, buying a car is much more expensive, and groceries cost more. Is this something you should be concerned about? David shares more in...