Money In Motion with Klaas Financial

Fees 07.07.2022 24:07 ↓

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.

Debt and Financial Planning 30.06.2022 26:55 ↓

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.

What Not To Do 23.06.2022 26:25 ↓

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.

Gifting Money 16.06.2022 23:42 ↓

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

Care 09.06.2022 24:43 ↓

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."

Inheritance 02.06.2022 23:17 ↓

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

Roths 26.05.2022 26:00 ↓

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.

Going Up 12.05.2022 25:39 ↓

"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.

Expenses and Income in Retirement 05.05.2022 25:24 ↓

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.

Medicare 28.04.2022 26:06 ↓

Maleeah and Eric talk all thing Medicare.

When to Take Social Security 21.04.2022 26:28 ↓

Maleeah, CJ, and Shawn talk about the best time to start taking Social Security.

It's Simple 14.04.2022 24:53 ↓

Maleeah, CJ, and Shawn talk about simplifying your investing by consolidating and diversifying. Plus, we take your questions on I bonds and thrift savings plans.

Socially Responsible Investing 07.04.2022 21:49 ↓

Maleeah, CJ, and Shawn talk all things socially responsible investing.

Pensions 31.03.2022 24:33 ↓

Meleeah, Eric, and Shawn talk all thing pensions.

Debt & Retirement 24.03.2022 23:40 ↓

Maleeah, CJ, and Shawn talk about the risks and realities of debt in retirement and what you can do about it.

How to Retire If You Live to 100 10.03.2022 25:45 ↓

People are living longer. Mreeah, Eric, and Shawn talk about how to keep your money for your whole retirement, no matter how long it lasts.