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.
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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.
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.
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.
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
Cover Your Assets KC Podcast
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.
