Time, Talent, Treasure Radio

Tim Mattern NSSA® shares how earning the National Social Security Advisor® certification has given him knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.

Claire Molden, CFP® shares how earning the CERTIFIED FINANCIAL PLANNER™ certification has expanded her knowledge, confidence and ability to make purposeful retirement plans for our clients. For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners.

Ben Taatjes explains the ways earning the Certified Kingdom Advisor® Certification (CKA®) has helped shaped his interactions with clients and potential clients. He goes on the talk about how asking the right questions with the correct worldview is key for fully understanding a client's needs. The Certified Kingdom Advisor designation recognizes individuals who have demonstrated their technical com...

Ben Taatjes discusses how eMoney software helps us build purposeful retirement plans for our clients. eMoney is a robust program designed for high-end, complex situations. It helps clients see how their assets get turned into consistent cashflow for their retirement. In our experience, when we can help our clients steward their cashflow well, it gives them the confidence and freedom to steward the...

Ben Taatjes discusses his experience of asking retirees and pre-retirees the question "What is most important? Time, talent or treasure?" While the answer might be obvious to many people, it brings us a bigger conversation over stewardship and our roles as retirement planners.

Aired Live: January 31st, 2023: Ben Taatjes discusses the revisited Roth rules associated with SECURE Act 2.0. 529 to a Roth. Starting in 2024, pending certain conditions, individuals can roll a 529 education savings plan into a Roth IRA. So if your child gets a scholarship, goes to a less expensive school, or doesn't go to school, the money can get repositioned into a retirement account. However,...

Aired Live: January 24th, 2023: Ben Taatjes discusses the new distribution rules associated with SECURE Act 2.0. Catch-Up Contributions.  Starting January 1, 2025, investors aged 60 through 63 can make catch-up contributions of up to $10,000 annually to workplace retirement plans. The catch-up amount for people aged 50 and older in 2023 is $7,500. However, the law applies certain stipulations to i...

Aired Live: January 17th, 2023: Ben Taatjes discusses the new distribution rules associated with SECURE Act 2.0. RMD age will rise to 73 in 2023. By far, one of the most critical changes was increasing the age at which owners of retirement accounts must begin taking required minimum distributions (RMDs). And starting in 2033, RMDs may begin at age 75. If you have already turned 72, you must contin...