Cover Your Assets KC Podcast
By David Dickens
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Category: Investing
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Episodes: 300
Description
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City of CreativeOne Advisors Group. David Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Advisors Group is a DBA of CreativeOne Wealth. Insurance services are offered through Licensed Insurance Professionals.
| Episode | Date |
|---|---|
|
Mailbag: Emergency Funds and Conflicting Financial Advice
|
Jul 23, 2026 |
|
Should I Leave My IRA To My Grandchild?
|
Jun 25, 2026 |
|
The Most Misunderstood Roth IRA Rules
|
Jun 11, 2026 |
|
RMDs on My Inherited Roth- Yes or No?
|
May 28, 2026 |
|
Mailbag: Two Huge Decisions Before Retirement
|
May 14, 2026 |
|
Mailbag: Inheritance Without Guardrails
|
Apr 30, 2026 |
|
Protecting Your Heirs from Themselves
|
Apr 23, 2026 |
|
Don't Waste Your Annual Financial Review
|
Apr 09, 2026 |
|
Mailbag: Out Of the Market Too Long & Taxes in Retirement
|
Mar 12, 2026 |
|
Broker or Fiduciary – Does It Really Matter?
|
Mar 09, 2026 |
|
Mailbag: Investing Extra Income and Handling an Inherited IRA
|
Mar 05, 2026 |
|
Retirement Gray Areas That Matter a Lot
|
Feb 19, 2026 |
|
Inherited a House — Are the Taxes Really That Bad?
|
Feb 05, 2026 |
|
How Much Life Insurance Is Enough at Each Stage of Life?
|
Jan 22, 2026 |
|
5 Steps To Take If You’re Behind On Your Retirement Savings
|
Jan 09, 2026 |
|
5 Major Events From 2025 That Impacted Retirement Plans
|
Dec 18, 2025 |
|
Better Retirement Questions (Part 2): Five Smarter Ways to Think About Your Future
|
Dec 04, 2025 |
|
Why Better Questions Helps Build Better Retirements
|
Nov 20, 2025 |
|
Do Your Feelings Belong in Your Financial Plan?
|
Nov 06, 2025 |
|
Is Now the Time to Invest More in Bonds?
|
Oct 20, 2025 |
|
5 Signs You’re Richer Than You Think
|
Oct 02, 2025 |
|
Mailbag: Setting Your Teen on the Right Financial Foot
|
Sep 18, 2025 |
|
Mailbag: Should You Fund Your Business With IRA Money?
|
Sep 04, 2025 |
|
Big Beautiful Bill Myths Debunked
|
Aug 08, 2025 |
|
The New Tax Law - What’s In It For Me?
|
Jul 10, 2025 |
|
The 4 Things You Can Control in Retirement
|
Jun 26, 2025 |
|
3 Financial Planning Essentials for Father’s Day
|
Jun 13, 2025 |
|
The 6 Things Everyone Should Know About An HSA
|
May 29, 2025 |
|
Mailbag: What to Focus on When You’re Nearing Retirement
|
May 15, 2025 |
|
Mailbag: Smart Estate Planning & Tax Strategies for a Secure Legacy
|
May 01, 2025 |
|
What to Do (And Not Do) When the Market Drops
|
Apr 09, 2025 |
|
Mailbag: Should I Set Up a Trust to Save My Kids Inheritance Taxes?
|
Apr 03, 2025 |
|
7 Things To Know About Required Minimum Distributions
|
Mar 20, 2025 |
|
Inside the Advisor’s Office: What People Are Actually Concerned About
|
Mar 06, 2025 |
|
Financial Planning Essentials: Social Security and Life Insurance
|
Feb 24, 2025 |
|
Retirement Lessons from Andy Reid: Super Bowl-Worthy Financial Strategies
|
Feb 06, 2025 |
|
Is It Time to Fire Your Broker? Let’s Discuss That and Social Security
|
Jan 23, 2025 |
|
Am I Ahead Or Behind On My Retirement Savings?
|
Jan 09, 2025 |
|
2024's Best Stocking Stuffer: Financial Freedom (PART 2)
|
Dec 19, 2024 |
|
2024's Best Stocking Stuffer: Financial Freedom (PART 1)
|
Dec 05, 2024 |
|
Trump's Victory & YOUR Portfolio
|
Nov 14, 2024 |
|
Mailbag: How Does a Trust Work?
|
Oct 31, 2024 |
|
Review These 5 "To-Dos" Before Year-End
|
Oct 17, 2024 |
|
Fed Rate Cuts are Good for Stocks…Right?
|
Oct 03, 2024 |
|
Mailbag: How To Handle An Unexpected Layoff
|
Sep 19, 2024 |
|
Retirees In Their 70s Regret These 5 Things
|
Sep 05, 2024 |
|
Are Target-Date Maturity Funds Right for Your Retirement Plan?
|
Aug 22, 2024 |
|
Mailbag: Roth IRAs and 401(k)s
|
Aug 08, 2024 |
|
Avoiding Procrastination in Your Financial Life
|
Jul 25, 2024 |
|
Roth IRAs as an Inheritance Strategy
|
Jul 11, 2024 |
|
Should Wealthy Taxpayers Make Roth Contributions?
|
Jun 20, 2024 |
|
Sequence of Returns: The Largest Risk You Haven’t Considered
|
Jun 06, 2024 |
|
Mailbag: Can I Retire Spur Of The Moment?
|
May 23, 2024 |
|
Taking the Retirement Income Literacy Quiz
|
May 09, 2024 |
|
Retirement Savings: Am I Ahead Or Behind?
|
Apr 25, 2024 |
|
Millennials: Retirement Questions That Every Generation Is Asking
|
Apr 11, 2024 |
|
Gen X: Retirement Questions That Every Generation Is Asking
|
Mar 28, 2024 |
|
Baby Boomers: Retirement Questions That Every Generation Is Asking
|
Mar 14, 2024 |
|
Mailbag: Should My Dad Gift Money Now to Later Avoid Estate Tax?
|
Feb 29, 2024 |
|
4 Financial Lessons From The Chiefs' Super Bowl Victory
|
Feb 15, 2024 |
|
Mailbag: Should I Sell My Rental Property to Pay Off All My Debt?
|
Feb 02, 2024 |
|
3 Reasons You Should Use Life Insurance in 2024
|
Jan 18, 2024 |
|
Making Your 2024 Count
|
Jan 04, 2024 |
|
Mailbag: Is It Bad To Be In Debt?
|
Dec 21, 2023 |
|
Mailbag: What Should I Do With My Raise?
|
Dec 07, 2023 |
|
What To Do About Your Pension Buyout Options
|
Nov 16, 2023 |
|
”I Just Inherited An IRA! Now What?”
|
Nov 02, 2023 |
|
Will I Owe Taxes When I Sell My Home?
|
Oct 26, 2023 |
|
Mailbag: Should I Pay Cash for My House in Retirement?
|
Oct 12, 2023 |
|
Are There Universal Retirement Truths?
|
Sep 28, 2023 |
|
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
|
Sep 14, 2023 |
|
Mailbag: Do I Really Need a Trust?
|
Aug 24, 2023 |
|
What Ever Happened to the Stretch IRA?
|
Aug 11, 2023 |
|
Too Young For A Roth IRA?
|
Jul 27, 2023 |
|
Countdown Clarity: Timing Your Retirement Preparations
|
Jul 13, 2023 |
|
Are Clients Saving ”Too Much” For Retirement?
|
Jun 29, 2023 |
|
Don’t Wait To Claim Ex-Spouse Benefits From Social Security
|
Jun 22, 2023 |
|
Common Financial Questions from the Office
|
Jun 08, 2023 |
|
Tax-free Gifts To Your Beneficiaries
|
Jun 01, 2023 |
|
Episode 221: Mailbag- How Does Inheriting A Roth IRA Work?
|
May 18, 2023 |
|
Episode 220: 4 Big Beneficiary Mistakes You Do NOT Want To Make
|
May 11, 2023 |
|
Episode 219: 5 Things That Affect Your Credit Score
|
May 04, 2023 |
|
Episode 218: 6 Reasons NOT To Do A Roth Conversion
|
Apr 27, 2023 |
|
Episode 217: 5 Annuity Myths to Know About
|
Apr 20, 2023 |
|
Episode 216: Does Age Matter in Financial Planning?
|
Apr 13, 2023 |
|
Episode 215: Mailbag - What Makes an HSA Getter Than My Roth IRA?
|
Apr 06, 2023 |
|
Episode 214: 5 Important Tax Questions for Retirees
|
Mar 30, 2023 |
|
Episode 213: 7 Myths About Social Security
|
Mar 23, 2023 |
|
Episode 212: The Basics of Retirement Savings
|
Mar 16, 2023 |
|
Episode 211: What Golf Teaches Us About Financial Planning
|
Mar 09, 2023 |
|
Episode 210: What You Might Not Know About The S&P 500
|
Mar 02, 2023 |
|
Episode 209: It’s Not Too Late For Your 2022 Roth Contributions... 5 Things You Should Know
|
Feb 23, 2023 |
|
Episode 208: Should I Consolidate My Orphaned 401(k)s?
|
Feb 16, 2023 |
|
Episode 207: Mailbag – Withdrawal Woes, Rental Properties, Tax Hassles & More
|
Feb 09, 2023 |
|
Episode 206: 10 Point Checklist For Retirement Preparedness, Part 2
|
Feb 02, 2023 |
|
Episode 205: 10 Point Checklist For Retirement Preparedness, Part 1
|
Jan 26, 2023 |
|
Episode 204: 2023 Financial Resolutions, Part 2
|
Jan 19, 2023 |
|
Episode 203: 2023 Financial Resolutions (Part 1)
|
Jan 13, 2023 |
|
Episode 202: The Secure Act 2.0
|
Jan 05, 2023 |
|
Episode 201: Mailbag - Maxing Out My Retirement Contributions
|
Dec 21, 2022 |
|
Episode 200: Stock Market Knowledge
|
Dec 15, 2022 |
|
Episode 199: Running the Retirement Planning Marathon
|
Dec 08, 2022 |
|
Episode 198: Making Good Decisions Amidst Major Life Events
|
Dec 01, 2022 |
|
Episode 197: Mailbag: How Do I Use the Rule of 72?
|
Nov 17, 2022 |
|
Episode 196: The Positive Side of Inflation
|
Nov 10, 2022 |
|
Episode 195: Why You Should Care About RMDs
|
Nov 03, 2022 |
|
Episode 194: Financial Year-End Checklist
|
Oct 27, 2022 |
|
Episode 193: Retirement Income Challenges You Might Not Expect
|
Oct 20, 2022 |
|
Episode 192: How Bonds Work: What Retirees Need To Know
|
Oct 13, 2022 |
|
Episode 191: Is the Market Overvalued or Undervalued?
|
Oct 06, 2022 |
|
Episode 190: What Hurricanes Teach Us About Saving for Retirement
|
Sep 29, 2022 |
|
Episode 189: Financial Rules of Thumb
|
Sep 22, 2022 |
|
Episode 188: Investing Outside Of An IRA or 401(k)
|
Sep 15, 2022 |
|
Episode 187: Irreversible Financial Decisions
|
Sep 08, 2022 |
|
Episode 186: Life Insurance After 65? Three Good Reasons...
|
Sep 01, 2022 |
|
Episode 185: Planning For Retirement’s Uncertainties
|
Aug 25, 2022 |
|
Episode 184: Mailbag: Should I Convert My IRA Rollover Into a Roth?
|
Aug 11, 2022 |
|
Episode 183: Do You Concur? Picking Sides In Important Financial Debates
|
Aug 04, 2022 |
|
Episode 182: Financial Jargon
|
Jul 28, 2022 |
|
Episode 181: Are You Too Old for a Roth Conversion?
|
Jul 21, 2022 |
|
Episode 180: Is It Too Late to Sell My Stocks?
|
Jul 14, 2022 |
|
Episode 179: Mailbag: When Can I Offset Gains with Losses?
|
Jul 07, 2022 |
|
Episode 178: Roth Conversions in a Bear Market?
|
Jun 23, 2022 |
|
Episode 177: Making Investment Losses Work FOR You
|
Jun 16, 2022 |
|
Episode 176: Advice for the Almost Retired
|
Jun 09, 2022 |
|
Episode 175: 5 Mistakes You Don’t Want to Make With Your IRA
|
May 26, 2022 |
|
Episode 174: Common Questions About Your Home
|
May 19, 2022 |
|
Episode 173: Recent Financial Statistics
|
May 12, 2022 |
|
Episode 172: Mailbag: Should I Use My 401(k) to Pay Off my Consumer Debt?
|
May 05, 2022 |
|
Episode 171: The Accidental Retiree
|
Apr 28, 2022 |
|
Episode 170: Understanding Financial Jargon
|
Apr 21, 2022 |
|
Episode 169: 5 Things to Know About Qualified Charitable Distributions
|
Apr 14, 2022 |
|
Episode 168: The Most Important Birthdays In Retirement Planning
|
Apr 07, 2022 |
|
Episode 167: 8 Key Steps to Organizing Financial Records
|
Mar 31, 2022 |
|
Episode 166: Financial Documents Needed Through Your Life Stages
|
Mar 24, 2022 |
|
Episode 165: Understanding Financial Designations
|
Mar 17, 2022 |
|
Episode 164: Mailbag - How Much Can I Spend Yearly and Not Run Out of Money?
|
Mar 10, 2022 |
|
Episode 163: Mailbag - Should I Care About What the Fed is About To Do?
|
Mar 03, 2022 |
|
Episode 162: The Most Important Part of Retirement Planning
|
Feb 24, 2022 |
|
Episode 161: Updates to Rollovers and Required Distributions
|
Feb 17, 2022 |
|
Episode 160: Planning for Things You Can’t Predict
|
Feb 10, 2022 |
|
Episode 159: What’s Behind the January Stock Market Swoon?
|
Feb 03, 2022 |
|
Episode 158: What It Takes To - Lose 100 Pounds or Achieve Your Financial Goals
|
Jan 27, 2022 |
|
Episode 157: Mailbag - Life Insurance, Budgets, and More
|
Jan 20, 2022 |
|
Episode 156: 2022 Financial Resolutions, Part 2
|
Jan 13, 2022 |
|
Episode 155: 2022 Financial Resolutions, Part 1
|
Jan 06, 2022 |
|
Episode 154: Best Of 2021 Listener Questions
|
Dec 30, 2021 |
|
Episode 153: One Easy Way to Simply Your Retirement
|
Dec 16, 2021 |
|
Episode 152: 7 Roth Conversion Misconceptions
|
Dec 09, 2021 |
|
Episode 151: 3 Ways to Reduce RMDs
|
Dec 02, 2021 |
|
Episode 150: Mailbag - Retiring Early, Risk, and Social Security
|
Nov 18, 2021 |
|
Episode 149: Retirement Planning as a Jigsaw Puzzle
|
Nov 11, 2021 |
|
Episode 148: 5 Opportunities for Late Bloomers
|
Nov 04, 2021 |
|
Episode 147: Who Pays the Gift Tax?
|
Oct 28, 2021 |
|
Episode 146: Should Your Trust Be Your IRA Beneficiary?
|
Oct 21, 2021 |
|
Episode 145: Tax Consequences
|
Oct 14, 2021 |
|
Episode 144: Mailbag - How Can I Convince My Husband We’ve Saved Enough?
|
Oct 07, 2021 |
|
Episode 143: Do the New Infrastructure Bills Impact Your Financial Plan?
|
Sep 30, 2021 |
|
Episode 142: Financial Matters You Don’t Want to Put Off
|
Sep 16, 2021 |
|
Episode 141: Mailbag - Should I Contribute to a Roth 401(k)?
|
Sep 09, 2021 |
|
Episode 140: 401(k) Millionaires
|
Sep 02, 2021 |
|
Episode 139: Happy Birthday, Social Security
|
Aug 26, 2021 |
|
Episode 138: 3 Questions to Ask Before You Buy An Annuity
|
Aug 19, 2021 |
|
Episode 137: Is Inflation Transitory or Here to Stay?
|
Aug 12, 2021 |
|
Episode 136: Mailbag - How Much Money To Set Aside for Medical Care?
|
Aug 05, 2021 |
|
Episode 135: Mailbag - What Should I Do Now To Reduce Future RMD Taxes?
|
Jul 29, 2021 |
|
Episode 134: The 3 Things You Must Understand If Retiring in 3-5 Years, Part 3
|
Jul 22, 2021 |
|
Episode 133: The 3 Things You Must Understand If You're Retiring In 3-5 Years, Part 2
|
Jul 15, 2021 |
|
Episode 132: 3 Things You Must Understand If You're Retiring In 3-5 Years, Part 1
|
Jul 08, 2021 |
|
Episode 131: 5 Things Grandparents & Parents Need to Know About 529 Plans
|
Jul 01, 2021 |
|
Episode 130: Only 1 in 4 Americans Have Done This
|
Jun 24, 2021 |
|
Episdoe 129: Mailbag - Why Aren’t My IRAs Making Much Money?
|
Jun 17, 2021 |
|
Episode 128: How To Find And Buy Term Life Insurance
|
Jun 10, 2021 |
|
Episode 127: The 3 Worlds of Money
|
Jun 03, 2021 |
|
Episode 126: What’s Your Retirement Income Literacy?
|
May 27, 2021 |
|
Episode 125: Mailbag - Should I take Social Security Early?
|
May 20, 2021 |
|
Episode 124: 4 Terms from the Financial Dictionary
|
May 13, 2021 |
|
Episode 123: Do Retirees Really Need Life Insurance?
|
May 06, 2021 |
|
Episode 122: How To Claim Social Security Benefits of an Ex-Spouse
|
Apr 29, 2021 |
|
Episode 121: How Much Should You Invest in One Stock?
|
Apr 22, 2021 |
|
Episode 120: What’s Changed with Inherited IRAs?
|
Apr 15, 2021 |
|
Episode 119: Basketball and Financial Planning
|
Apr 08, 2021 |
|
Episode 118: Things You Should Never Assume In the Financial World
|
Apr 01, 2021 |
|
Episode 117: Where Can I Find Mutual Funds with 10 Percent Returns?
|
Mar 25, 2021 |
|
Episode 116: 4 Steps to Help You Plan Ahead for Taxes in Retirement
|
Mar 18, 2021 |
|
Episode 115: 5 Keys to a Strong Financial Foundation
|
Mar 11, 2021 |
|
Episode 114: Mailbag - Save Up for Rental Property or Pay Off House?
|
Mar 04, 2021 |
|
Episode 113: 5 Things to Know About Capital Gains
|
Feb 25, 2021 |
|
Episode 112: Types of Financial Risk to Watch Out For
|
Feb 18, 2021 |
|
Episode 111: The Story Behind GameStop Stock
|
Feb 11, 2021 |
|
Episode 110: Financial Resolutions - Answering Your Questions
|
Feb 04, 2021 |
|
Episode 109: SLY - Safety, Liquidity, and Yield
|
Jan 28, 2021 |
|
Episode 108: 5 Important Retirement Statistics
|
Jan 21, 2021 |
|
Episode 107: 2021 New Year's Financial Resolutions, Part 2
|
Jan 14, 2021 |
|
Episode 106: 2021 Financial New Year’s Resolutions, Part 1
|
Jan 07, 2021 |
|
Episode 105: No Democratic Sweep? Some Final Tax Strategies Of 2020
|
Dec 17, 2020 |
|
Episode 104: Are You Counting On Social Security?
|
Dec 10, 2020 |
|
Episode 103: Things Nobody Says About Their Financial Plan
|
Dec 03, 2020 |
|
Episode 102: When’s a Good Time for a Roth Conversion?
|
Nov 24, 2020 |
|
Episode 101: End-of-Year Financial Planning
|
Nov 19, 2020 |
|
Episode 100: How Much Can You Afford to Spend + More Mailbag
|
Nov 06, 2020 |
|
Episode 99: Understanding and Implementing Wills & Trusts
|
Oct 29, 2020 |
|
Episode 98: Can You Pass This Social Security Quiz?
|
Oct 22, 2020 |
|
Episode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions
|
Oct 15, 2020 |
|
Episode 96: Would My Taxes Go Up If Biden Becomes President?
|
Oct 08, 2020 |
|
Episode 95: 3 Things Your Heirs Should Know
|
Oct 01, 2020 |
|
Episode 94: Millennials In Retirement
|
Sep 24, 2020 |
|
Episode 93: Stuff You Should Know In The Financial World
|
Sep 17, 2020 |
|
Episode 92: Mailbag - Should You Be Rebalancing?
|
Sep 03, 2020 |
|
Episode 91: What’s the Future of Social Security?
|
Aug 27, 2020 |
|
Episode 90: 3 Reasons to Review Your Tax and Estate Plan Now
|
Aug 20, 2020 |
|
Episode 89: Which Presidential Outcome Will Be Best for Your Portfolio?
|
Aug 13, 2020 |
|
Episode 88: Building a Financial House
|
Aug 06, 2020 |
|
Episode 87: 3 Listener Questions about Retirement Planning
|
Jul 30, 2020 |
|
Episode 86: What Your 401(k) Rollovers Options Are
|
Jul 23, 2020 |
|
Episode 85: Dealing with the Death of a Spouse
|
Jul 16, 2020 |
|
Episode 84: How to Prepare for Early Retirement
|
Jul 09, 2020 |
|
Episode 83: What To Know About The 4 Types Of Annuities
|
Jul 02, 2020 |
|
Episode 82: Not Your Father's Retirement
|
Jun 25, 2020 |
|
Episode 81: How The SECURE Act Changed Inherited IRAs
|
Jun 18, 2020 |
|
Episode 80: What Is The Strategy Behind A Roth Conversion?
|
Jun 11, 2020 |
|
Episode 79: Uncommon Sense in Financial Planning
|
Jun 04, 2020 |
|
Episode 78: How to Spot and Avoid Scams
|
May 28, 2020 |
|
Episode 77: 3 Worst Financial Decisions You Can Make Near Retirement
|
May 21, 2020 |
|
Episode 76: Understanding Non-Correlated Income
|
May 14, 2020 |
|
Episode 75: Financial Lessons from the World of Medicine
|
May 07, 2020 |
|
Episode 74: Do You Really Need Life Insurance?
|
Apr 30, 2020 |
|
Episode 73: Coronavirus & the Economy - Navigating Through Turmoil
|
Apr 23, 2020 |
|
Episode 72: 3 Key Provisions in the CARES Act
|
Apr 16, 2020 |
|
Episode 71: Financial Planning Wisdom and Quotes from Will Rogers
|
Apr 09, 2020 |
|
Episode 70: Are These Financial Views Fact or Fiction?
|
Apr 02, 2020 |
|
Episode 69: Financial Strategy On and Off the Court
|
Mar 26, 2020 |
|
Episode 68: Coronavirus - 3 Steps to Take as the Market Continues Downward
|
Mar 19, 2020 |
|
Episode 67: Coronavirus & Market Volatility - 3 Key Reasons Stocks Are Down
|
Mar 12, 2020 |
|
Episode 66: Everything You Need To Know About Roth Conversions
|
Mar 05, 2020 |
|
Episode 65: 4 Simple Strategies to Increase Your Net Worth
|
Feb 27, 2020 |
|
Episode 64: Don’t Make These Retirement Assumptions
|
Feb 19, 2020 |
|
Episode 63: The Dirty Little Financial Secrets
|
Feb 13, 2020 |
|
Episode 62: SECURE Act Changes - Part 2: Inherited IRAs
|
Feb 06, 2020 |
|
Episode 61: Six Key Changes in the SECURE Act, Part 1
|
Jan 30, 2020 |
|
Episode 60: How To Plan For Long Term Care Needs
|
Jan 23, 2020 |
|
Episode 59: The Good News and Bad News In Financial Situations
|
Jan 16, 2020 |
|
Episode 58: 5 Financial New Year's Resolutions If You're Over 60
|
Jan 09, 2020 |
|
Episode 57: 5 Financial New Year's Resolutions If You're Under 50
|
Jan 02, 2020 |
|
Episode 56: Understanding The Gift Tax
|
Dec 19, 2019 |
|
Episode 55: Financial Things That Drive You Crazy
|
Dec 12, 2019 |
|
Episode 54: Top 5 Social Security Misunderstandings
|
Dec 05, 2019 |
|
Episode 53: Things Nobody Says To Their Financial Advisor
|
Nov 21, 2019 |
|
Episode 52: 3 Things To Know About Inherited IRAs
|
Nov 14, 2019 |
|
Episode 51: Keys to Diversifying Your Portfolio
|
Nov 07, 2019 |
|
Episode 50: Variables That Shape Your Retirement Plan
|
Oct 31, 2019 |
|
Episode 49: Are You Working With The Right Financial Advisor?
|
Oct 24, 2019 |
|
Episode #48: I've Got A Will, Isn't That Enough?
|
Oct 17, 2019 |
|
Episode #47: Answering the Most Common 401k FAQs
|
Oct 10, 2019 |
|
Episode #46: 4 Important Tax Strategies To Implement Before The End Of The Year
|
Oct 03, 2019 |
|
Episode #45: Are You Missing Out On Contributing To A Roth IRA?
|
Sep 26, 2019 |
|
Episode #44: The 7-Step Retirement Plan You Can Build Yourself - Part 2
|
Sep 19, 2019 |
|
Episode #43: The 7-Step Retirement Plan You Can Build Yourself - Part 1
|
Sep 12, 2019 |
|
Episode #42: Saying One Thing But Doing Another With Your Investments
|
Sep 05, 2019 |
|
Episode #41: 4 Reasons Why You Might Benefit From Roth Conversions
|
Aug 29, 2019 |
|
Episode #40: What It Means To Invest Like A Genius
|
Aug 22, 2019 |
|
Episode #39: 2 Tax Strategies To Implement Now In Case Of A Future Tax Rate Increase
|
Aug 15, 2019 |
|
Episode #38: Managing Your Money In A Marriage (or Divorce) + Mailbag
|
Aug 08, 2019 |
|
Episode #37: The Battle Between Mutual Funds And ETFs
|
Aug 01, 2019 |
|
Episode #36: Why Should You Get Life Insurance?
|
Jul 25, 2019 |
|
Episode #35: How to Plan For Receiving An Inheritance In Retirement
|
Jul 18, 2019 |
|
Episode #34: Which Ages Are Most Important When Planning For Retirement?
|
Jul 11, 2019 |
|
Episode #33: Should You Contribute To A Roth or Traditional IRA?
|
Jul 03, 2019 |
|
Episode #32: Mailbag - 401(k) Rollovers & Leaving An Inheritance
|
Jun 27, 2019 |
|
Episode #31: 3 Critical Estate Planning Mistakes To Avoid
|
Jun 20, 2019 |
|
Episode #30: Following The Voice Of Greed
|
Jun 13, 2019 |
|
Episode #29: 3 Things To Know About Stretch IRAs
|
Jun 06, 2019 |
|
Episode #28: How To Save For A Wedding
|
May 30, 2019 |
|
Episode #27: Social Security Is Taxable? Oops...
|
May 23, 2019 |
|
Episode #26: Why You Should Hire A Financial Advisor
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May 16, 2019 |
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Episode #25: In The News: Federal Spending & IRA Contributions
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May 09, 2019 |
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Episode #24: Top 4 Financial Values In Retirement Planning
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May 02, 2019 |
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Episode #23: The Little Missed Details Of Retirement Planning
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Apr 25, 2019 |
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Episode #22: Market Crash Hall Of Fame
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Apr 18, 2019 |
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Episode #21: The Foolproof Way To Retire Well Off
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Apr 11, 2019 |
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Episode #20: Know Thyself and Thy Finances
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Apr 04, 2019 |
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Episode #19: Know that buzzword: Risk Tolerance
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Mar 28, 2019 |
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Episode #18: Financial Crisis And Opportunity
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Mar 21, 2019 |
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Episode #17: Are You Asking The Wrong Financial Questions
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Mar 14, 2019 |
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Are You Flirting With Disaster?
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Mar 07, 2019 |
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Real Advising Is Problem-Solving
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Feb 28, 2019 |
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Episode #14: The Double-Edged Sword
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Feb 21, 2019 |
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Episode #13: Good Or Bad - Annuities
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Feb 14, 2019 |
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Episode #12: Guessing Gone Wrong
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Feb 07, 2019 |
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Episode #11: Good Or Bad - Term Versus Permanent Life Insurance
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Jan 31, 2019 |
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Episode #10: Cutting Financial Corners
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Jan 24, 2019 |
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Episode #9: Debt & Retirement
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Jan 17, 2019 |
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Episode #8: Retirement Uncertainties
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Jan 10, 2019 |
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Episode #7: 401(k) Rollovers
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Jan 03, 2019 |
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Episode #6: Unhealthy Financial Foods
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Dec 27, 2018 |
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Episode #5: Taxes In Retirement
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Dec 20, 2018 |
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Episode #4: Cracking The Financial Code
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Dec 13, 2018 |
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Episode #3: Traditional Versus Roth
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Dec 06, 2018 |
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Episode #2: Achieving Financial Satisfaction
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Nov 29, 2018 |
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Episode #1: What's The Deal With RMDs?
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Sep 20, 2018 |