All Episodes
Cover Your Assets KC Podcast — 296 episodes
Mailbag: Two Huge Decisions Before Retirement
Mailbag: Inheritance Without Guardrails
Protecting Your Heirs from Themselves
Don't Waste Your Annual Financial Review
Mailbag: Out Of the Market Too Long & Taxes in Retirement
Broker or Fiduciary – Does It Really Matter?
Mailbag: Investing Extra Income and Handling an Inherited IRA
Retirement Gray Areas That Matter a Lot
Inherited a House — Are the Taxes Really That Bad?
How Much Life Insurance Is Enough at Each Stage of Life?
5 Steps To Take If You’re Behind On Your Retirement Savings
5 Major Events From 2025 That Impacted Retirement Plans
Better Retirement Questions (Part 2): Five Smarter Ways to Think About Your Future
Why Better Questions Helps Build Better Retirements
Do Your Feelings Belong in Your Financial Plan?
Is Now the Time to Invest More in Bonds?
5 Signs You’re Richer Than You Think
Mailbag: Setting Your Teen on the Right Financial Foot
Mailbag: Should You Fund Your Business With IRA Money?
Big Beautiful Bill Myths Debunked
The New Tax Law - What’s In It For Me?
The 4 Things You Can Control in Retirement
3 Financial Planning Essentials for Father’s Day
The 6 Things Everyone Should Know About An HSA
Mailbag: What to Focus on When You’re Nearing Retirement
Mailbag: Smart Estate Planning & Tax Strategies for a Secure Legacy
What to Do (And Not Do) When the Market Drops
Mailbag: Should I Set Up a Trust to Save My Kids Inheritance Taxes?
7 Things To Know About Required Minimum Distributions
Inside the Advisor’s Office: What People Are Actually Concerned About
Financial Planning Essentials: Social Security and Life Insurance
Retirement Lessons from Andy Reid: Super Bowl-Worthy Financial Strategies
Is It Time to Fire Your Broker? Let’s Discuss That and Social Security
Am I Ahead Or Behind On My Retirement Savings?
2024's Best Stocking Stuffer: Financial Freedom (PART 2)
2024's Best Stocking Stuffer: Financial Freedom (PART 1)
Trump's Victory & YOUR Portfolio
Mailbag: How Does a Trust Work?
Review These 5 "To-Dos" Before Year-End
Fed Rate Cuts are Good for Stocks…Right?
Mailbag: How To Handle An Unexpected Layoff
Retirees In Their 70s Regret These 5 Things
Are Target-Date Maturity Funds Right for Your Retirement Plan?
Mailbag: Roth IRAs and 401(k)s
Avoiding Procrastination in Your Financial Life
Roth IRAs as an Inheritance Strategy
Should Wealthy Taxpayers Make Roth Contributions?
Sequence of Returns: The Largest Risk You Haven’t Considered
Mailbag: Can I Retire Spur Of The Moment?
Taking the Retirement Income Literacy Quiz
Retirement Savings: Am I Ahead Or Behind?
Millennials: Retirement Questions That Every Generation Is Asking
Gen X: Retirement Questions That Every Generation Is Asking
Baby Boomers: Retirement Questions That Every Generation Is Asking
Mailbag: Should My Dad Gift Money Now to Later Avoid Estate Tax?
4 Financial Lessons From The Chiefs' Super Bowl Victory
Mailbag: Should I Sell My Rental Property to Pay Off All My Debt?
3 Reasons You Should Use Life Insurance in 2024
Making Your 2024 Count
Mailbag: Is It Bad To Be In Debt?
Mailbag: What Should I Do With My Raise?
What To Do About Your Pension Buyout Options
”I Just Inherited An IRA! Now What?”
Will I Owe Taxes When I Sell My Home?
Mailbag: Should I Pay Cash for My House in Retirement?
Are There Universal Retirement Truths?
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Mailbag: Do I Really Need a Trust?
What Ever Happened to the Stretch IRA?
Too Young For A Roth IRA?
Countdown Clarity: Timing Your Retirement Preparations
Are Clients Saving ”Too Much” For Retirement?
Don’t Wait To Claim Ex-Spouse Benefits From Social Security
Common Financial Questions from the Office
Tax-free Gifts To Your Beneficiaries
Episode 221: Mailbag- How Does Inheriting A Roth IRA Work?
Episode 220: 4 Big Beneficiary Mistakes You Do NOT Want To Make
Episode 219: 5 Things That Affect Your Credit Score
Episode 218: 6 Reasons NOT To Do A Roth Conversion
Episode 217: 5 Annuity Myths to Know About
Episode 216: Does Age Matter in Financial Planning?
Episode 215: Mailbag - What Makes an HSA Getter Than My Roth IRA?
Episode 214: 5 Important Tax Questions for Retirees
Episode 213: 7 Myths About Social Security
Episode 212: The Basics of Retirement Savings
Episode 211: What Golf Teaches Us About Financial Planning
Episode 210: What You Might Not Know About The S&P 500
Episode 209: It’s Not Too Late For Your 2022 Roth Contributions... 5 Things You Should Know
Episode 208: Should I Consolidate My Orphaned 401(k)s?
Episode 207: Mailbag – Withdrawal Woes, Rental Properties, Tax Hassles & More
Episode 206: 10 Point Checklist For Retirement Preparedness, Part 2
Episode 205: 10 Point Checklist For Retirement Preparedness, Part 1
Episode 204: 2023 Financial Resolutions, Part 2
Episode 203: 2023 Financial Resolutions (Part 1)
Episode 202: The Secure Act 2.0
Episode 201: Mailbag - Maxing Out My Retirement Contributions
Episode 200: Stock Market Knowledge
Episode 199: Running the Retirement Planning Marathon
Episode 198: Making Good Decisions Amidst Major Life Events
Episode 197: Mailbag: How Do I Use the Rule of 72?
Episode 196: The Positive Side of Inflation
Episode 195: Why You Should Care About RMDs
Episode 194: Financial Year-End Checklist
Episode 193: Retirement Income Challenges You Might Not Expect
Episode 192: How Bonds Work: What Retirees Need To Know
Episode 191: Is the Market Overvalued or Undervalued?
Episode 190: What Hurricanes Teach Us About Saving for Retirement
Episode 189: Financial Rules of Thumb
Episode 188: Investing Outside Of An IRA or 401(k)
Episode 187: Irreversible Financial Decisions
Episode 186: Life Insurance After 65? Three Good Reasons...
Episode 185: Planning For Retirement’s Uncertainties
Episode 184: Mailbag: Should I Convert My IRA Rollover Into a Roth?
Episode 183: Do You Concur? Picking Sides In Important Financial Debates
Episode 182: Financial Jargon
Episode 181: Are You Too Old for a Roth Conversion?
Episode 180: Is It Too Late to Sell My Stocks?
Episode 179: Mailbag: When Can I Offset Gains with Losses?
Episode 178: Roth Conversions in a Bear Market?
Episode 177: Making Investment Losses Work FOR You
Episode 176: Advice for the Almost Retired
Episode 175: 5 Mistakes You Don’t Want to Make With Your IRA
Episode 174: Common Questions About Your Home
Episode 173: Recent Financial Statistics
Episode 172: Mailbag: Should I Use My 401(k) to Pay Off my Consumer Debt?
Episode 171: The Accidental Retiree
Episode 170: Understanding Financial Jargon
Episode 169: 5 Things to Know About Qualified Charitable Distributions
Episode 168: The Most Important Birthdays In Retirement Planning
Episode 167: 8 Key Steps to Organizing Financial Records
Episode 166: Financial Documents Needed Through Your Life Stages
Episode 165: Understanding Financial Designations
Episode 164: Mailbag - How Much Can I Spend Yearly and Not Run Out of Money?
Episode 163: Mailbag - Should I Care About What the Fed is About To Do?
Episode 162: The Most Important Part of Retirement Planning
Episode 161: Updates to Rollovers and Required Distributions
Episode 160: Planning for Things You Can’t Predict
Episode 159: What’s Behind the January Stock Market Swoon?
Episode 158: What It Takes To - Lose 100 Pounds or Achieve Your Financial Goals
Episode 157: Mailbag - Life Insurance, Budgets, and More
Episode 156: 2022 Financial Resolutions, Part 2
Episode 155: 2022 Financial Resolutions, Part 1
Episode 154: Best Of 2021 Listener Questions
Episode 153: One Easy Way to Simply Your Retirement
Episode 152: 7 Roth Conversion Misconceptions
Episode 151: 3 Ways to Reduce RMDs
Episode 150: Mailbag - Retiring Early, Risk, and Social Security
Episode 149: Retirement Planning as a Jigsaw Puzzle
Episode 148: 5 Opportunities for Late Bloomers
Episode 147: Who Pays the Gift Tax?
Episode 146: Should Your Trust Be Your IRA Beneficiary?
Episode 145: Tax Consequences
Episode 144: Mailbag - How Can I Convince My Husband We’ve Saved Enough?
Episode 143: Do the New Infrastructure Bills Impact Your Financial Plan?
Episode 142: Financial Matters You Don’t Want to Put Off
Episode 141: Mailbag - Should I Contribute to a Roth 401(k)?
Episode 140: 401(k) Millionaires
Episode 139: Happy Birthday, Social Security
Episode 138: 3 Questions to Ask Before You Buy An Annuity
Episode 137: Is Inflation Transitory or Here to Stay?
Episode 136: Mailbag - How Much Money To Set Aside for Medical Care?
Episode 135: Mailbag - What Should I Do Now To Reduce Future RMD Taxes?
Episode 134: The 3 Things You Must Understand If Retiring in 3-5 Years, Part 3
Episode 133: The 3 Things You Must Understand If You're Retiring In 3-5 Years, Part 2
Episode 132: 3 Things You Must Understand If You're Retiring In 3-5 Years, Part 1
Episode 131: 5 Things Grandparents & Parents Need to Know About 529 Plans
Episode 130: Only 1 in 4 Americans Have Done This
Episdoe 129: Mailbag - Why Aren’t My IRAs Making Much Money?
Episode 128: How To Find And Buy Term Life Insurance
Episode 127: The 3 Worlds of Money
Episode 126: What’s Your Retirement Income Literacy?
Episode 125: Mailbag - Should I take Social Security Early?
Episode 124: 4 Terms from the Financial Dictionary
Episode 123: Do Retirees Really Need Life Insurance?
Episode 122: How To Claim Social Security Benefits of an Ex-Spouse
Episode 121: How Much Should You Invest in One Stock?
Episode 120: What’s Changed with Inherited IRAs?
Episode 119: Basketball and Financial Planning
Episode 118: Things You Should Never Assume In the Financial World
Episode 117: Where Can I Find Mutual Funds with 10 Percent Returns?
Episode 116: 4 Steps to Help You Plan Ahead for Taxes in Retirement
Episode 115: 5 Keys to a Strong Financial Foundation
Episode 114: Mailbag - Save Up for Rental Property or Pay Off House?
Episode 113: 5 Things to Know About Capital Gains
Episode 112: Types of Financial Risk to Watch Out For
Episode 111: The Story Behind GameStop Stock
Episode 110: Financial Resolutions - Answering Your Questions
Episode 109: SLY - Safety, Liquidity, and Yield
Episode 108: 5 Important Retirement Statistics
Episode 107: 2021 New Year's Financial Resolutions, Part 2
Episode 106: 2021 Financial New Year’s Resolutions, Part 1
Episode 105: No Democratic Sweep? Some Final Tax Strategies Of 2020
Episode 104: Are You Counting On Social Security?
Episode 103: Things Nobody Says About Their Financial Plan
Episode 102: When’s a Good Time for a Roth Conversion?
Episode 101: End-of-Year Financial Planning
Episode 100: How Much Can You Afford to Spend + More Mailbag
Episode 99: Understanding and Implementing Wills & Trusts
Episode 98: Can You Pass This Social Security Quiz?
Episode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions
Episode 96: Would My Taxes Go Up If Biden Becomes President?
Episode 95: 3 Things Your Heirs Should Know
Episode 94: Millennials In Retirement
Episode 93: Stuff You Should Know In The Financial World
Episode 92: Mailbag - Should You Be Rebalancing?
Episode 91: What’s the Future of Social Security?
Episode 90: 3 Reasons to Review Your Tax and Estate Plan Now
Episode 89: Which Presidential Outcome Will Be Best for Your Portfolio?
Episode 88: Building a Financial House
Episode 87: 3 Listener Questions about Retirement Planning
Episode 86: What Your 401(k) Rollovers Options Are
Episode 85: Dealing with the Death of a Spouse
Episode 84: How to Prepare for Early Retirement
Episode 83: What To Know About The 4 Types Of Annuities
Episode 82: Not Your Father's Retirement
Episode 81: How The SECURE Act Changed Inherited IRAs
Episode 80: What Is The Strategy Behind A Roth Conversion?
Episode 79: Uncommon Sense in Financial Planning
Episode 78: How to Spot and Avoid Scams
Episode 77: 3 Worst Financial Decisions You Can Make Near Retirement
Episode 76: Understanding Non-Correlated Income
Episode 75: Financial Lessons from the World of Medicine
Episode 74: Do You Really Need Life Insurance?
Episode 73: Coronavirus & the Economy - Navigating Through Turmoil
Episode 72: 3 Key Provisions in the CARES Act
Episode 71: Financial Planning Wisdom and Quotes from Will Rogers
Episode 70: Are These Financial Views Fact or Fiction?
Episode 69: Financial Strategy On and Off the Court
Episode 68: Coronavirus - 3 Steps to Take as the Market Continues Downward
Episode 67: Coronavirus & Market Volatility - 3 Key Reasons Stocks Are Down
Episode 66: Everything You Need To Know About Roth Conversions
Episode 65: 4 Simple Strategies to Increase Your Net Worth
Episode 64: Don’t Make These Retirement Assumptions
Episode 63: The Dirty Little Financial Secrets
Episode 62: SECURE Act Changes - Part 2: Inherited IRAs
Episode 61: Six Key Changes in the SECURE Act, Part 1
Episode 60: How To Plan For Long Term Care Needs
Episode 59: The Good News and Bad News In Financial Situations
Episode 58: 5 Financial New Year's Resolutions If You're Over 60
Episode 57: 5 Financial New Year's Resolutions If You're Under 50
Episode 56: Understanding The Gift Tax
Episode 55: Financial Things That Drive You Crazy
Episode 54: Top 5 Social Security Misunderstandings
Episode 53: Things Nobody Says To Their Financial Advisor
Episode 52: 3 Things To Know About Inherited IRAs
Episode 51: Keys to Diversifying Your Portfolio
Episode 50: Variables That Shape Your Retirement Plan
Episode 49: Are You Working With The Right Financial Advisor?
Episode #48: I've Got A Will, Isn't That Enough?
Episode #47: Answering the Most Common 401k FAQs
Episode #46: 4 Important Tax Strategies To Implement Before The End Of The Year
Episode #45: Are You Missing Out On Contributing To A Roth IRA?
Episode #44: The 7-Step Retirement Plan You Can Build Yourself - Part 2
Episode #43: The 7-Step Retirement Plan You Can Build Yourself - Part 1
Episode #42: Saying One Thing But Doing Another With Your Investments
Episode #41: 4 Reasons Why You Might Benefit From Roth Conversions
Episode #40: What It Means To Invest Like A Genius
Episode #39: 2 Tax Strategies To Implement Now In Case Of A Future Tax Rate Increase
Episode #38: Managing Your Money In A Marriage (or Divorce) + Mailbag
Episode #37: The Battle Between Mutual Funds And ETFs
Episode #36: Why Should You Get Life Insurance?
Episode #35: How to Plan For Receiving An Inheritance In Retirement
Episode #34: Which Ages Are Most Important When Planning For Retirement?
Episode #33: Should You Contribute To A Roth or Traditional IRA?
Episode #32: Mailbag - 401(k) Rollovers & Leaving An Inheritance
Episode #31: 3 Critical Estate Planning Mistakes To Avoid
Episode #30: Following The Voice Of Greed
Episode #29: 3 Things To Know About Stretch IRAs
Episode #28: How To Save For A Wedding
Episode #27: Social Security Is Taxable? Oops...
Episode #26: Why You Should Hire A Financial Advisor
Episode #25: In The News: Federal Spending & IRA Contributions
Episode #24: Top 4 Financial Values In Retirement Planning
Episode #23: The Little Missed Details Of Retirement Planning
Episode #22: Market Crash Hall Of Fame
Episode #21: The Foolproof Way To Retire Well Off
Episode #20: Know Thyself and Thy Finances
Episode #19: Know that buzzword: Risk Tolerance
Episode #18: Financial Crisis And Opportunity
Episode #17: Are You Asking The Wrong Financial Questions
Are You Flirting With Disaster?
Real Advising Is Problem-Solving
Episode #14: The Double-Edged Sword
Episode #13: Good Or Bad - Annuities
Episode #12: Guessing Gone Wrong
Episode #11: Good Or Bad - Term Versus Permanent Life Insurance
Episode #10: Cutting Financial Corners
Episode #9: Debt & Retirement
Episode #8: Retirement Uncertainties
Episode #7: 401(k) Rollovers
Episode #6: Unhealthy Financial Foods
Episode #5: Taxes In Retirement
Episode #4: Cracking The Financial Code
Episode #3: Traditional Versus Roth
Episode #2: Achieving Financial Satisfaction
Episode #1: What's The Deal With RMDs?