Money In Motion with Klaas Financial

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.

The Social In Social Security 19.01.2023 31:26 ↓

Maleeah, CJ, and Shawn talk about planning for retirement income with Social Security and answer your questions about qualifying.

Down Into the Weeds 12.01.2023 32:34 ↓

Maleeah, CJ, and Shawn talk about all the difference between traditional and Roth IRAs and 401Ks.

The Secure Act 05.01.2023 30:33 ↓

CJ, Maleeah, and Shawn talk about the Secure Act 2.0, which passed Congress at the end of December.

Hitting Your Bullseye 29.12.2022 26:47 ↓

CJ and Eric join us to talk about hitting your target for your retirement plan and how paying off your debt can help you get there.

Financial Planning in 2023 15.12.2022 25:22 ↓

Even though we're just trying to get through the last weeks of 2022, Maleeah and CJ talk about why might want to focus on 2023.

Social Security 08.12.2022 24:18 ↓

CJ, Maleeah, and Shawn talk about Social Security benefits, including when the best time to take them is. (Spoiler alert: it depends.)

CDs 01.12.2022 22:32 ↓

Maleeah and CJ talk all about Certificates of Deposit (CDs).

Reasonable Withdrawal Rate 17.11.2022 24:32 ↓

CJ, Maleeah, and Shawn talk about what your rate of withdrawal might be in retirement and why it's pretty vague.

Inheritance 10.11.2022 28:23 ↓

CJ, Maleeah, and Shawn talk about what to do when you receive an inheritance.

Reasons to Move 03.11.2022 26:23 ↓

CJ, Maleeah, and Shawn talk about what you should do with your home in retirement.