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DAK Financial Podcast

DAK Financial Group, LLC

DAK Financial Podcast

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DAK Financial Podcast

DAK Financial Group, LLC

DAK Financial Podcast

Episodes
DAK Financial Podcast

DAK Financial Group, LLC

DAK Financial Podcast

Good podcast? Give it some love!
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Episodes of DAK Financial Podcast

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This week, Dave explains what he means by "modern day life insurance" and why it's important for you to know about it.    1. What in heaven's name is Modern Day Life Insurance? What makes it different? - Makes use of the economic value of you
When it comes to your retirement, balancing investments when you have multiple streams of income is vital to getting the most out of your money.   Today on the show, Dave talks about a few best practices for balancing your monies and settin
This week, we're talking with Dave and Elena about the common terms and situations that come up when planning your retirement.  What are popular places to hold retirement monies in today’s volatile market? An IRA What are the parameters of
This week, we're discussing various retirement risks like longevity, medical expenses, and the death of a spouse and how they affect you during your retirement. Other things we talk about in this episode: How to avoid outliving your income Lif
Takeaways:   Be sure your financial advisor is asking the right questions 1. What is your definition of help? 2. Do you have a financial profile in place? You don’t know, what you don’t know What it’s important to have an advisor that is a
Some things we talk about in this episode: When you take money out on a regular basis and assets decline, negative sequences of returns can cause you to lose money Positioning assets to avoid a negative sequence of returns Black swan events Th
Some things we discuss in this episode:   Distribution phase of retirement - The time in your life when you start collecting on the investments and retirement savings accounts you've set up throughout your life.  Accumulation vs distribution p
Some things we discuss in this episode: Individual retirement account – federal government giving you a tax deduction on your income tax return. Shifting priorities when it comes to IRAs American industry is reliant on stocks and mutual funds
Some things we talk about in this episode:  Financial Planning Checklist that gets you from point A to point B Potential aspects of the checklist: Earning Statements Tax Returns Etc.  Some questions to ask: Q: How do I start making my chec
David Kutcher is a graduate of Bridgewater State College and spent 15 years as a Ground Combat Infantry Officer in the Marine Corps. He started DAK Financial Group in 1992 and is active in the community as a member of the Meredith Rotary Club.
Welcome to the first episode of the DAK Financial Podcast!
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