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Welcome to the DAK Financial Podcast! 

Discussing your retirement options can be stressful, time-consuming, and downright confusing. Here at DAK Financial Group, our primary focus is you and your needs. Join me, Dave Kutcher, and my team each week as we navigate the process of determining goals, strategies, and what’s best for you and your family when it comes to your retirement. We specialize in helping you get the most out of your money long-term with safety, growth, and control. So, grab a cup of coffee and take a seat. The Captain is in!

 

Nov 27, 2018

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 your death benefit while you are alive
- Can be used as a “living...


Nov 16, 2018

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 setting aside monies for long-term care.
 
Why is it important to balance your...


Nov 1, 2018

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 a Bull Market and how can it be helpful or hurtful during retirement?
    • Bull...


Sep 18, 2018

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
  • Life insurance can make up the difference
  • Differences between using a life...


Sep 4, 2018

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 fiduciary
  • Having estate planning documents in place

 

  1. If you...