Why Better Questions Help Build Better Retirements
Episode 284
Why Better Questions Help Build Better Retirements
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Equipping Points:
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 people ask, and then explains how to reframe them to get better results. From “How much money do I need to retire?” to “Where can I pay the lowest fees?”, we’ll explain how slight shifts in perspective can help lead to stronger, more personalized decisions.
You’ll hear real examples from his client meetings and learn practical ways to clarify your goals, help protect your wealth, and plan smarter for the long run.
Here’s some of what we discuss in this episode:
🩺 Long-Term Care Choices: Self-insure, insure, or blend options — it’s not just a yes/no decision.
📈 Chasing Returns: Why diversification matters when it comes to long-term performance.
⚖️ Fees vs. Value: Why “cheapest” isn’t the same as “best” when hiring a financial advisor.
🕰️ Tax Timing: Don’t just lower taxes this year — plan to reduce them for life.
🧠 Smart Strategies: Roth conversions, HSAs, and charitable distributions for lifelong tax efficiency.
Listen to past episodes about Roth and Traditional IRAs:
Roth IRAs as an Inheritance Strategy
Should You Contribute To A Roth or Traditional IRA?
Today's Takeaway:
Some of these episodes were recorded under the branding of KC Financial Advisors, which has since rebranded as CreativeOne Advisors Group. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group.
