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Up To Date

Financial Planners: Tackling Death & Taxes

You can’t avoid death and taxes, but you can -- and should -- plan for them. The financial planners return on Monday's Up to Date to discuss how you can do that successfully.

Guests:

  • Sandi Weaver, CPA and certified financial planner
  • David Jackson, certified financial planner practitioner and financial advisor for Waddell & Reed Financial Advisors
  • Barbara McMahon, CFP, CMFC and president of Innovest Financial Partners in Brookside

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When I host Up To Date each morning at 9 a.m., my aim is to engage the community in conversations about the Kansas City area’s challenges, hopes and opportunities. I try to ask the questions that listeners want answered about the day’s most pressing issues and provide a place for residents to engage directly with newsmakers. My email is steve@kcur.org.