Money In Motion with Klaas Financial

Beyond the Match: Getting More from Your Company’s 401(k) 24.09.2026 26:41 ↓

A company retirement plan can be much more than just an employee benefit. In this episode, Shawn speaks with Aaron Schueller, the new leader of the Klaas 401(k) division at Klaas Financial, along with C.J. Klaas, about how employers can transform their 401(k) plans into powerful tools for attracting talent, improving employee retention, enhancing financial wellness, and supporting long-term busine...

Where Tax Strategy Meets Real Life 28.05.2026 26:36 ↓

How tax strategy plays a critical role in everyday financial decisions,not just during tax season. CJ emphasizes that taxes impact everything from income and investments to what you ultimately pass on, making year-round planning essential for long-term efficiency. Eric explains that instead of focusing only on reducing taxes annually, the goal should be managing taxes across your lifetime. The dis...