Money In Motion with Klaas Financial

Pension Precision: Navigating Crucial Choices 09.05.2024 29:41 ↓

Maleeah and CJ talk about options for those rare few who still have pensions and how those options might change in the future, even if you have a pension now.

Boosting Your Future: Maximize Employer Retirement Contributions 29.02.2024 30:59 ↓

Forrest Ross joins CJ and Shawn to talk about how to maximize those retirement contributions.

Gifts and Estates: Navigating Limits in 2024 22.02.2024 29:28 ↓

Maleeah and CJ join Shawn with strategic insights for smart gifting in your estate planning.

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.