Money In Motion with Klaas Financial

Risk Tolerance and Bias 03.08.2023 29:53 ↓

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 28:25 ↓

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 29:43 ↓

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 27:58 ↓

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

Providing Employer Savings Plan 29.06.2023 28:46 ↓

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

Finding Your Income in Retirement 22.06.2023 29:38 ↓

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

RMDs and Charitable Donations 08.06.2023 30:02 ↓

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

Medicare 01.06.2023 34:44 ↓

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

Estate Planning 18.05.2023 27:21 ↓

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 31:22 ↓

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

Inheritance 04.05.2023 31:42 ↓

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 27:01 ↓

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 29:20 ↓

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 27:25 ↓

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

SRIs and ESGs 30.03.2023 23:52 ↓

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

Guaranteeing Your Money 23.03.2023 29:45 ↓

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.

Former Retirement Accounts at Former Employers 16.03.2023 28:16 ↓

CJ, Maleeah, and Shawn talk about what you can do when you have a employer-sponsored retirement account with a former employer.

Delaying Social Security 09.03.2023 27:50 ↓

CJ, Maleeah, and Shawn talk about the pros and cons of delaying taking that Social Security payment.

Employer Sponsored Retirement 02.03.2023 28:45 ↓

Maleeah has the day off and joining us instead is Forrest Ross, who - along with CJ and Shawn - talks about adding to your employer sponsored retirement plan and setting up one of those plans for employees.

Taxing Gifts 23.02.2023 29:57 ↓

CJ, Maleeah, and Shawn talk about giving monetary gifts - especially to family memebers - and when those gifts catch the attention of the IRS.

Debt In Retirement 16.02.2023 27:41 ↓

CJ and Maleeah talk about the importance of not having debt in retirement and how to get rid of it if you do.

The Allocation Conversation 09.02.2023 27:29 ↓

CJ, Maleeah, and Shawn talk about when you should be looking at changing your allocation strategy.

Funeral Planning 02.02.2023 27:23 ↓

CJ, Maleeah, and Shawn talk about the important of funeral planning - what you'd like done with your mortal remains, your assessts, and more.

Taxes 2022 26.01.2023 27:52 ↓

It's tax season again! CJ, Maleeah, and Shawn talk about what you need to know for your taxes this year. Remember: taxes run a year behind - 2022 taxes get done in 2023 and 2023 taxes won't get filed until 2024.