Money In Motion with Klaas Financial

Maleeah and CJ talk about wills, trusts, estates, beneficiaries, power-of-attorneys, and more. Plus, they answer listener questions about income annuities and Roth IRAs.

When thinking about retirement, you might be getting something from your spouse or ex-spouse. CJ, Maleeah, and Shawn talk about what you need to know.

Maleeah, CJ, and Shawn put inflation and market volitility into perspective for those going into, or who are in, retirement.

Maleeah, Eric, and Shawn talk about annuities.

Maleeah, CJ, and Shawn talk about what long term care can cost you and what affect that can have on your retirement funds.

Maleeah, CJ, and Shawn talk about Roth vs traditional IRA accounts.

Maleeah, CJ, and Shawn talk about how your earnings in retirement may affect your Social Security and how much tax you can expect to pay on Social Security.

CJ, Maleeah, and Shawn talks about what you can do for your retirement that doesn't cost anything.

Maleeah, CJ, and Shawn discuss required minimum distributions and how they connect to charitable donations.

Maleeah, Eric, and Shawn talk about preparing your taxes and why you might want to start now.

Maleeha, CJ, and Shawn talk about what to consider if you're considering an early (pre-65) retirement.

Maleeah, CJ, and Shawn talk about waiting until 70 to take Social Security. They also take your questions on Social Security and Medicare.

Maleeah, CJ, and Shawn talk about MRDs (minimum required distributions) and why 72 is such an important age.

Our friend Maleeah is out of town this week, so Eric and CJ get together with Shawn to talk about those pesky fees connected to retirement planning and the importance of what you're getting for those fees. Also, they explain what roboadvisors are.

Maleeah, CJ, and Shawn talk about debt and how it affects your financial planning. Plus, they answer a question on credit cards and explain why they're problematic.

Maleeah, CJ, and Shawn talk about what NOT to do in regards to your retirement. Plus, they take your questions on retirement taxes and the stock market.

Maleeah and Shawn, joined today by Nate Breiby, talk gifting money to adult children.

Maleeah, CJ, and Shawn talk about covering expenses when it comes to aging parents and what effect it might have on you retirement. Also, what you need to do to keep your finances in order for your kids to take care of you. Plus, CJ answers a listener question about the "rule of 55."

Maleeah and CJ talk about what to do when you inherit money, property, accounts, and the like.

Maleeah and CJ join Shawn to talk about Roths, Roth IRAs, Roth conversions, and back door contributions. They also answer your questions about index funds.

"Despite the high cost of living, it continues to be very popular." Maleeha, CJ, and Shawn talk about current employment numbers, inflation, the market, and your retirement.

Maleeah and CJ talk about everything that goes into deciding what the best rate to withdrawal retirement funds is - real cash flow, what a safe withdrawal rate is, other incomes in retirement, debt, what you want to leave your heirs, and...of course...taxes.

Maleeah and Eric talk all thing Medicare.