Money In Motion with Klaas Financial

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.

Will, Estates, and POAs 20.10.2022 27:26 ↓

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.

Spousal Benefits 13.10.2022 24:51 ↓

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.

Putting Things In Perspective 29.09.2022 27:01 ↓

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

Annuities 22.09.2022 24:24 ↓

Maleeah, Eric, and Shawn talk about annuities.

Long Term Care 15.09.2022 30:59 ↓

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

IRAs 08.09.2022 25:18 ↓

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

Social Security and Earnings 01.09.2022 22:54 ↓

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.

Free 25.08.2022 20:39 ↓

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

RMDs and Donations 18.08.2022 30:28 ↓

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

Tax Prep 11.08.2022 24:12 ↓

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

Early Retirement 04.08.2022 27:45 ↓

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

Waiting Until 70 28.07.2022 23:44 ↓

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

MRDs 14.07.2022 23:43 ↓

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