Money In Motion With Klaas Financial

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Synopsis

Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA

Episodes

  • Fees

    24/08/2023 Duration: 29min

    'Fees' should probably be included with things like 'death' and 'taxes' as being inevitable. Maleeah and CJ talk about what kind of fees you can expect when dealing with your retirement accounts.

  • Retirement Readiness

    17/08/2023 Duration: 28min

    CJ, Maleeah, and Shawn talk about important steps to keep in mind when getting ready for retirement.

  • Timing Your Social Security Benefits

    10/08/2023 Duration: 34min

    They say timing is everything and that is especially true when it comes to Social Security benefits. Eric, Maleeah, and Shawn talk about that and take your questions on today's show.

  • Risk Tolerance and Bias

    03/08/2023 Duration: 29min

    Maleeah and CJ talk about risk tolerance and bias and why 'know thyself' is REALLY important when managing your own investments.

  • The Insurance You Actually Need

    27/07/2023 Duration: 28min

    Maleeah, CJ, and SHawn talk about what insurance you actually need as you grow older.

  • It's Never Too Early For Taxes

    20/07/2023 Duration: 29min

    Is July 2023 the new April 2024? CJ, Maleeah, and Shawn talk about the importance of getting to your taxes early. Really early.

  • Nine Mistakes

    13/07/2023 Duration: 27min

    CJ and Maleeah talk about the nine mistakes people make when preparing for retirement.

  • Providing Employer Savings Plan

    29/06/2023 Duration: 28min

    Forrest Ross joins CJ and Shawn to talk about supply your employees with a retirement plan.

  • Finding Your Income in Retirement

    22/06/2023 Duration: 29min

    Maleeah, CJ, and Shawn talk about places your income could come from once you retire.

  • RMDs and Charitable Donations

    08/06/2023 Duration: 30min

    Maleeah, CJ, and Shawn talk about RMDs and how they work with charitable donations.

  • Medicare

    01/06/2023 Duration: 34min

    This week CJ and Maleeah help everyone make sense of one of the most complicated subjects - Medicare.

  • Estate Planning

    18/05/2023 Duration: 27min

    Maleeah, CJ, and Shawn talk about the importance of estate planning, even if you don't have much in the way of assets.

  • Social Security Benefits While Working

    11/05/2023 Duration: 31min

    Maleeah, CJ, and Shawn talk about how your Social Security benefits might be affected if you are still working.

  • Inheritance

    04/05/2023 Duration: 31min

    Maleeah is still on vacation, so Eric joins CJ to talk about what you need to know when you recieve an iheritance.

  • Safe Withdrawal Rate

    27/04/2023 Duration: 27min

    What is a safe withdrawal rate for retirement income? Joining CJ today is Nate Breiby to talk about why the answer is "depends" and the trouble with rules of thumb.

  • Pensions

    20/04/2023 Duration: 29min

    If you're one of the lucky few to still have a pension, there's some things you need to know. CJ and Maleeah have the rundown.

  • Roadmap for Retirement

    13/04/2023 Duration: 27min

    CJ, Maleeah, and Shawn talk about what you need in your 50s when planning for retirement.

  • The New Rules of RMD's

    06/04/2023 Duration: 33min
  • SRIs and ESGs

    30/03/2023 Duration: 23min

    Josh Stirling and Maleeah Cuevas talk with Shawn about socially responsible investing.

  • Guaranteeing Your Money

    23/03/2023 Duration: 29min

    In the wake of bank failures and another interest rate bump, CJ and Maleeah explain what you need to know about the FDIC, NCUA, and other guarantees on your money in the bank.

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