Money In Motion with Klaas Financial

RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds 08.02.2024 31:08 ↓

Maleeah, CJ, and Shawn talks about everything you need to know when considering making charitable donations out of your RMDs.

Hiring an Accountant This Tax Season 25.01.2024 34:04 ↓

CJ and Maleeah talk about filing taxes and why you should get an accountant to help you out.

Future Proofing Your Retirement 18.01.2024 30:17 ↓

Maleeah, CJ, and Shawn talk about what you need to (as much as possible) protect your retirement into 2024 and beyond.

2024 Tax Shifts: A Retiree's Guide 11.01.2024 30:17 ↓

Maleeah, CJ, and Shawn talk about tax changes that you need to know about in 2024.

When to Wait 04.01.2024 33:36 ↓

CJ, Maleeah, and Shawn tak about when you should wait to take Social Security and when it might not be the best idea.

Mistakes to Avoid When Planning For Retirement 21.12.2023 27:46 ↓

Eric, CJ, and Shawn talk about the mistakes people make when planning for retirement.

Best Planning Practices for 2024!! 14.12.2023 30:12 ↓

Maleeah, CJ, and Shawn talk about what you need to know to for retirement planning in 2024.

Gift Giving in 2023 30.11.2023 27:20 ↓

Maleeah, CJ, and Shawn talk about how much you can give and to whom in 2023.

Long-Term Care In Retirement 16.11.2023 29:47 ↓

Maleeah, CJ, and Shawn talk about the costs of long term care as you get older and the importance of finding the best way to cover it.

Hitting the Retirement Target 02.11.2023 30:45 ↓

CJ, Maleeah, and Shawn talk about how to make sure you're on target to retire with the money you need and the timeline you want.

Caring for Aging Parents 26.10.2023 29:00 ↓

Maleeah, CJ, and Shawn talk about the trials and stresses of caring for aging parents - and what adult children and aging parents need to know.

Retiring Early 12.10.2023 28:58 ↓

CJ, Maleeah, and Shawn talk about what you need to know if you'd really like to retire early.

Estate Planning 05.10.2023 28:54 ↓

Stepping in for Maleeah this week is Kyle Kite, who - along with CJ, talk wills, powers of attorney, and all things estate planning.

Annuities 28.09.2023 32:27 ↓

Maleeah and CJ scratch the surface of everything you need to know about annuities.

Retirement and the Small Business Owner 21.09.2023 33:28 ↓

CJ and Maleeah talk about what small business owners should do to be prepared for THEIR retirement. (Hint: the plan shouldn't be selling the business.)

Spouses and Social Security 14.09.2023 29:53 ↓

Eric, Maleeah, and Shawn talk about spouses, ex-spouses, widowed spouses, and social security.

Where To Live 07.09.2023 29:00 ↓

Maleeah and CJ talk about important things to consider when you're thinking about WHERE you want to live in retirement.

Getting Out of Debt 31.08.2023 32:13 ↓

CJ, Klaas, and Shawn talk about the importance of getting out of debt.

Fees 24.08.2023 29:26 ↓

'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 28:08 ↓

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 34:18 ↓

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.