Hosted by David Dickens · 🇺🇸 US · EN · 297 episodes
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave 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.
David Dickens hosts Cover Your Assets KC Podcast, a business show with 297 episodes published.
Many grandparents want to leave a meaningful financial legacy, but choosing the right assets to pass along isn't always as straightforward as it seems. In this episode, David explores a common estate planning question an
Most people know Roth IRAs don’t normally have required minimum distributions, but things can change when someone inherits one. In this episode, David explains how inherited Roth IRA rules work, why beneficiary type matt
David tackles two listener questions from folks standing right on the doorstep of retirement. He explores how timing a large vacation and a sick-leave payout could affect taxes and savings options, and then looks at whet
What happens when a 22-year-old suddenly inherits a significant sum with no guardrails in place? In this episode, David and Walter unpack a listener scenario involving an uncle worried about his nephew’s financial future
What happens to your money after you’re gone isn’t always as simple as passing it down. David walks through a reality many families don’t talk about, and why planning ahead can make a meaningful difference. This isn’t ju
For many, the annual financial review is just a routine- show up, review the numbers, and leave. But what if that hour could be very valuable for your financial life? If you’re not leaving with clarity and confidence, yo
Two listener questions spark a conversation about the emotional and practical sides of retirement planning. David talks about strategies for easing back into the market after sitting on the sidelines and how retirees can
When you hire someone to help with your money, you probably assume they’re legally required to act in your best interest. But here’s the catch: not all financial professionals are held to the same standard. In this episo
In this mailbag episode, David answers two practical listener questions about managing unexpected financial opportunities. One listener recently paid off their mortgage and now has an extra $3,000 per month to invest, wh
Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisions people face in retirement live in the gray. David pulls back the cur
Inheriting a home often comes with a lot of anxiety, especially around taxes. Many heirs assume selling means a massive tax bill, but that concern is often misplaced. In this episode, David breaks down what really happen
The amount of life insurance you need changes significantly as your life and responsibilities evolve. David shares practical considerations for thinking through coverage needs at different stages of life, from early adul
Feeling behind on retirement savings can be overwhelming, but it doesn’t mean you’re out of options. In this episode, David walks through five practical steps to help you regain clarity and momentum, whether you’re early
Today, David is breaking down some of the year’s biggest headlines and what they may mean for your plan moving forward. 2026’s headlines might look different, but the same drama will likely exist. So, what can you do? Ai
Most people ask good retirement questions, but not always the right ones. In Part 2 of this series, David Dickens shares five more “better questions” pulled straight from real client meetings, revealing how small shifts
Sometimes the smartest move in retirement planning isn’t knowing all the answers. It’s about learning to ask better questions. In this episode of Cover Your Assets KC, David walks through five common financial questions
Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The fact is, your feelings about money can have just as much impact on your retirement as the numbe
Before we get started, please note that when we use the terms ‘safe,’ ‘safety,’ or ‘safe money’ in today’s discussion, we’re referring generally to strategies designed to help manage risk, not to any product or investmen
Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think,
We’re back with another mailbag edition of the show! This week, we tackle two thoughtful financial planning questions from listeners. First up: a retiree who received a federal tax refund wonders if it’s a smart strategy
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Cover Your Assets KC Podcast is hosted by David Dickens. The show is categorised under business (investing) and has published 297 episodes.
Cover Your Assets KC Podcast has published 297 episodes.
Cover Your Assets KC Podcast regularly covers business, investing, news. It sits in the business category, with a investing focus.
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