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Cover Your Assets KC Podcast

By David Dickens

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.

  1. 1.
    Episode 103: Things Nobody Says About Their Financial Plan12/03/2020
    20:44
  2. 2.
    Episode 102: When’s a Good Time for a Roth Conversion?11/24/2020
    20:49
  3. 3.
    Episode 101: End-of-Year Financial Planning11/19/2020
    21:12
  4. 4.
    Episode 100: How Much Can You Afford to Spend + More Mailbag11/06/2020
    20:05
  5. 5.
    Episode 99: Understanding and Implementing Wills & Trusts10/29/2020
    21:49
  6. 6.
    Episode 98: Can You Pass This Social Security Quiz?10/22/2020
    26:48
  7. 7.
    Episode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions10/15/2020
    18:49
  8. 8.
    Episode 96: Would My Taxes Go Up If Biden Becomes President?10/08/2020
    18:59
  1. 9.
    Episode 95: 3 Things Your Heirs Should Know10/01/2020
    15:06
  2. 10.
    Episode 94: Millennials In Retirement09/24/2020
    26:54
  3. 11.
    Episode 93: Stuff You Should Know In The Financial World09/17/2020
    19:34
  4. 12.
    Episode 92: Mailbag - Should You Be Rebalancing?09/03/2020
    18:59
  5. 13.
    Episode 91: What’s the Future of Social Security?08/27/2020
    17:42
  6. 14.
    Episode 90: 3 Reasons to Review Your Tax and Estate Plan Now08/20/2020
    16:17
  7. 15.
    Episode 89: Which Presidential Outcome Will Be Best for Your Portfolio?08/13/2020
    21:08
  8. 16.
    Episode 88: Building a Financial House08/06/2020
    19:06
  9. 17.
    Episode 87: 3 Listener Questions about Retirement Planning07/30/2020
    16:00
  10. 18.
    Episode 86: What Your 401(k) Rollovers Options Are07/23/2020
    17:06
  11. 19.
    Episode 85: Dealing with the Death of a Spouse07/16/2020
    21:34
  12. 20.
    Episode 84: How to Prepare for Early Retirement 07/09/2020
    16:45
  13. 21.
    Episode 83: What To Know About The 4 Types Of Annuities07/02/2020
    24:49
  14. 22.
    Episode 82: Not Your Father's Retirement06/25/2020
    11:15
  15. 23.
    Episode 81: How The SECURE Act Changed Inherited IRAs 06/18/2020
    16:56
  16. 24.
    Episode 80: What Is The Strategy Behind A Roth Conversion? 06/11/2020
    19:34
  17. 25.
    Episode 79: Uncommon Sense in Financial Planning 06/04/2020
    13:36
  18. 26.
    Episode 78: How to Spot and Avoid Scams05/28/2020
    23:01
  19. 27.
    Episode 77: 3 Worst Financial Decisions You Can Make Near Retirement05/21/2020
    22:48
  20. 28.
    Episode 76: Understanding Non-Correlated Income 05/14/2020
    9:04
  21. 29.
    Episode 75: Financial Lessons from the World of Medicine05/07/2020
    12:19
  22. 30.
    Episode 74: Do You Really Need Life Insurance? 04/30/2020
    8:52
  23. 31.
    Episode 73: Coronavirus & the Economy - Navigating Through Turmoil 04/23/2020
    18:15
  24. 32.
    Episode 72: 3 Key Provisions in the CARES Act04/16/2020
    18:16
  25. 33.
    Episode 71: Financial Planning Wisdom and Quotes from Will Rogers04/09/2020
    12:10
  26. 34.
    Episode 70: Are These Financial Views Fact or Fiction?04/02/2020
    9:30
  27. 35.
    Episode 69: Financial Strategy On and Off the Court03/26/2020
    10:57
  28. 36.
    Episode 68: Coronavirus - 3 Steps to Take as the Market Continues Downward03/19/2020
    16:33
  29. 37.
    Episode 67: Coronavirus & Market Volatility - 3 Key Reasons Stocks Are Down03/12/2020
    21:12
  30. 38.
    Episode 66: Everything You Need To Know About Roth Conversions 03/05/2020
    20:39
  31. 39.
    Episode 65: 4 Simple Strategies to Increase Your Net Worth02/27/2020
    24:53
  32. 40.
    Episode 64: Don’t Make These Retirement Assumptions02/19/2020
    12:49
  33. 41.
    Episode 63: The Dirty Little Financial Secrets 02/13/2020
    10:17
  34. 42.
    Episode 62: SECURE Act Changes - Part 2: Inherited IRAs 02/06/2020
    14:57
  35. 43.
    Episode 61: Six Key Changes in the SECURE Act, Part 101/30/2020
    15:33
  36. 44.
    Episode 60: How To Plan For Long Term Care Needs01/23/2020
    11:07
  37. 45.
    Episode 59: The Good News and Bad News In Financial Situations01/16/2020
    10:36
  38. 46.
    Episode 58: 5 Financial New Year's Resolutions If You're Over 6001/09/2020
    21:02
  39. 47.
    Episode 57: 5 Financial New Year's Resolutions If You're Under 5001/02/2020
    21:28
  40. 48.
    Episode 56: Understanding The Gift Tax12/19/2019
    17:06
  41. 49.
    Episode 55: Financial Things That Drive You Crazy12/12/2019
    11:50
  42. 50.
    Episode 54: Top 5 Social Security Misunderstandings12/05/2019
    19:23
  43. 51.
    Episode 53: Things Nobody Says To Their Financial Advisor11/21/2019
    10:47
  44. 52.
    Episode 52: 3 Things To Know About Inherited IRAs 11/14/2019
    6:43
  45. 53.
    Episode 51: Keys to Diversifying Your Portfolio 11/07/2019
    6:43
  46. 54.
    Episode 50: Variables That Shape Your Retirement Plan10/31/2019
    14:20
  47. 55.
    Episode 49: Are You Working With The Right Financial Advisor? 10/24/2019
    7:36
  48. 56.
    Episode #48: I've Got A Will, Isn't That Enough?10/17/2019
    17:29
  49. 57.
    Episode #47: Answering the Most Common 401k FAQs10/10/2019
    10:13
  50. 58.
    Episode #46: 4 Important Tax Strategies To Implement Before The End Of The Year10/03/2019
    18:47
  51. 59.
    Episode #45: Are You Missing Out On Contributing To A Roth IRA? 09/26/2019
    10:13
  52. 60.
    Episode #44: The 7-Step Retirement Plan You Can Build Yourself - Part 209/19/2019
    14:23
  53. 61.
    Episode #43: The 7-Step Retirement Plan You Can Build Yourself - Part 109/12/2019
    13:56
  54. 62.
    Episode #42: Saying One Thing But Doing Another With Your Investments 09/05/2019
    9:21
  55. 63.
    Episode #41: 4 Reasons Why You Might Benefit From Roth Conversions08/29/2019
    16:51
  56. 64.
    Episode #40: What It Means To Invest Like A Genius08/22/2019
    8:40
  57. 65.
    Episode #39: 2 Tax Strategies To Implement Now In Case Of A Future Tax Rate Increase08/15/2019
    16:37
  58. 66.
    Episode #38: Managing Your Money In A Marriage (or Divorce) + Mailbag08/08/2019
    8:52
  59. 67.
    Episode #37: The Battle Between Mutual Funds And ETFs08/01/2019
    16:10
  60. 68.
    Episode #36: Why Should You Get Life Insurance? 07/25/2019
    10:15
  61. 69.
    Episode #35: How to Plan For Receiving An Inheritance In Retirement07/18/2019
    10:37
  62. 70.
    Episode #34: Which Ages Are Most Important When Planning For Retirement?07/11/2019
    10:14
  63. 71.
    Episode #33: Should You Contribute To A Roth or Traditional IRA?07/03/2019
    14:52
  64. 72.
    Episode #32: Mailbag - 401(k) Rollovers & Leaving An Inheritance06/27/2019
    9:29
  65. 73.
    Episode #31: 3 Critical Estate Planning Mistakes To Avoid06/20/2019
    17:33
  66. 74.
    Episode #30: Following The Voice Of Greed06/13/2019
    11:03
  67. 75.
    Episode #29: 3 Things To Know About Stretch IRAs06/06/2019
    14:16
  68. 76.
    Episode #28: How To Save For A Wedding05/30/2019
    9:54
  69. 77.
    Episode #27: Social Security Is Taxable? Oops...05/23/2019
    10:15
  70. 78.
    Episode #26: Why You Should Hire A Financial Advisor05/16/2019
    11:13
  71. 79.
    Episode #25: In The News: Federal Spending & IRA Contributions05/09/2019
    17:41
  72. 80.
    Episode #24: Top 4 Financial Values In Retirement Planning05/02/2019
    11:14
  73. 81.
    Episode #23: The Little Missed Details Of Retirement Planning04/25/2019
    14:03
  74. 82.
    Episode #22: Market Crash Hall Of Fame04/18/2019
    10:11
  75. 83.
    Episode #21: The Foolproof Way To Retire Well Off04/11/2019
    23:31
  76. 84.
    Episode #20: Know Thyself and Thy Finances 04/04/2019
    9:10
  77. 85.
    Episode #19: Know that buzzword: Risk Tolerance 03/28/2019
    14:41
  78. 86.
    Episode #18: Financial Crisis And Opportunity03/21/2019
    11:36
  79. 87.
    Episode #17: Are You Asking The Wrong Financial Questions03/14/2019
    13:52
  80. 88.
    Are You Flirting With Disaster?03/07/2019
    14:46
  81. 89.
    Real Advising Is Problem-Solving02/28/2019
    13:51
  82. 90.
    Episode #14: The Double-Edged Sword02/21/2019
    10:54
  83. 91.
    Episode #13: Good Or Bad - Annuities02/14/2019
    12:30
  84. 92.
    Episode #12: Guessing Gone Wrong02/07/2019
    10:32
  85. 93.
    Episode #11: Good Or Bad - Term Versus Permanent Life Insurance01/31/2019
    15:59
  86. 94.
    Episode #10: Cutting Financial Corners01/24/2019
    14:13
  87. 95.
    Episode #9: Debt & Retirement01/17/2019
    12:56
  88. 96.
    Episode #8: Retirement Uncertainties01/10/2019
    10:42
  89. 97.
    Episode #7: 401(k) Rollovers01/03/2019
    14:07
  90. 98.
    Episode #6: Unhealthy Financial Foods12/27/2018
    12:36
  91. 99.
    Episode #5: Taxes In Retirement12/20/2018
    17:10
  92. 100.
    Episode #4: Cracking The Financial Code12/13/2018
    9:05
  93. 101.
    Episode #3: Traditional Versus Roth12/06/2018
    19:59
  94. 102.
    Episode #2: Achieving Financial Satisfaction11/29/2018
    12:21
  95. 103.
    Episode #1: What's The Deal With RMDs?09/20/2018
    17:41

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