Money In Motion with Klaas Financial

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.

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.