93 episodes

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.

Cover Your Assets KC Podcast David Dickens

    • Investing
    • 5.0 • 4 Ratings

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 93: Stuff You Should Know In The Financial World

    Episode 93: Stuff You Should Know In The Financial World

    Did you know…? From the global bond market to living benefits, we share what kind of stuff should you know when it comes to your financial decisions on today’s podcast.
     
    Read more and get additional financial resources here: https://coveryourassetskc.com/episode-93-stuff-you-should-know-in-the-financial-world/ 
     
    What we discuss on the show: 
    0:34 - Fall sports are back!
    2:26 - The global bond market is about twice the size of the global stock market.
    5:09 - Income tax rates are currently close to historical lows.
    7:54 - Living benefits on life insurance are a long-term care solution.
    11:54 - You probably have more risk in your portfolio than you realize.
    13:13 - The biggest impediment to making good financial decisions is your own emotions.

    • 19 min
    Episode 92: Mailbag - Should You Be Rebalancing?

    Episode 92: Mailbag - Should You Be Rebalancing?

    Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.
     
    Read more and get additional financial resources here: https://coveryourassetskc.com/episode-92-mailbag-should-you-be-rebalancing/ 
     
    What we discuss today: 
    1:47 - Mailbag: Should I rebalance?
    2:48 - How does David breakdown a portfolio?
    3:47 - Why is a rebalance important?
    8:29 - Mailbag: Is 33 different mutual funds adequate diversification?
    13:47 - Mailbag: Can I claim Social Security benefits and still earn income?

    • 18 min
    Episode 91: What’s the Future of Social Security?

    Episode 91: What’s the Future of Social Security?

    What should you know when it comes to Social Security in the future? Will it still be there for you when you need it? How should your retirement plan account for Social Security? We’ll talk all things Social Security on today’s show.
     
    Read more and get additional financial resources here: https://coveryourassetskc.com/episode-91-whats-the-future-of-social-security/ 
     
    What we discuss:
    1:07 - What is Social Security’s future?
    2:48 - How will we keep it going?
    4:03 - What’s the history of Social Security?
    11:05 - What are the potential fixes to Social Security’s problems?
    14:53 - What problems do we need to be prepared for?
     

    • 17 min
    Episode 90: 3 Reasons to Review Your Tax and Estate Plan Now

    Episode 90: 3 Reasons to Review Your Tax and Estate Plan Now

    Regardless of your age, here are three reasons you may want to review your tax plans and estate plans before the end of the year. Do you have everything set up in the most beneficial way?
     
    Read more and get additional financial resources here: https://coveryourassetskc.com/episode-90-3-reasons-to-review-your-tax-and-estate-plan-now/ 
     
    On today's show: 
    0:34 - This show has something for everyone when it comes to tax strategy.
    1:31 - Why should you review your tax and estate plan right now?
    3:21 - What is the gift tax exemption?
    5:17 - What happens if the stepped up cost basis at death changes?
    7:31 - Have you looked at doing a Roth conversion?
    11:04 - How has the SECURE Act changed your estate plans?

    • 16 min
    Episode 89: Which Presidential Outcome Will Be Best for Your Portfolio?

    Episode 89: Which Presidential Outcome Will Be Best for Your Portfolio?

    How does this year’s 2020 election results impact your finances? We run through several possible outcomes to see what may be most beneficial from a financial standpoint. 
     
    Read more and get additional financial resources here: https://coveryourassetskc.com/episode-89-which-presidential-outcome-will-be-best-for-your-portfolio/ 
     
    On today's show: 
    0:32 - What’s the latest in the news?
    1:36 - Which presidential outcome will be best for your portfolio?
    3:31 - What happens if it is full Democratic control?
    4:22 - What regulations may be added with Democratic politicians in office?
    6:44 - How would the payroll tax work?
    10:04 - What happens if President Trump is re-elected, the house stays Democratic and the Senate is Republican?
    12:47 - What is the key focus going forward?
    13:37 - What happens if Biden becomes president, the Democratic house stays in place, and the Senate is Republican?
    14:59 - What really matters?
    19:04 - What should your financial plan include?

    • 21 min
    Episode 88: Building a Financial House

    Episode 88: Building a Financial House

    More than a mere structure, your financial plan creates the blueprint for the life and home you live in. What does it take to build a financial home that will withstand the test of time? Join us as we lay out the similarities between constructing a plan and constructing a house.
     
    Read more and get additional financial resources here: https://coveryourassetskc.com/episode-88-building-a-financial-house/ 
     
    On today's show: 
    1:50 - What goes into building a house?
    3:13 - Building a financial plan can feel daunting. 
    3:48 - What is the foundation of a financial plan?
    6:50 - What are the walls of your financial home?
    8:42 - What covers your financial house?
    13:09 - What are the finishing touches?

    • 19 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

birdie0047 ,

No-nonsense financial straight talk!

This is a fantastic podcast that cuts through the nonsense to give clear explanation and analysis of complex financial topics that every day people encounter. David Dickens also gives great anecdotes that are helpful in thinking about my own financial situation in a more practical sense. These topics can be so confusing but David explains them in a very clear and helpful way. He is truly an expert! Great podcast, you won’t regret subscribing!

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