Shows / Money In Motion with Klaas Financial
Money In Motion with Klaas Financial
Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA
Episodes
- Money In Motion with Klaas Financial
Boosting Your Future: Maximize Employer Retirement Contributions
Forrest Ross joins CJ and Shawn to talk about how to maximize those retirement contributions.
- Money In Motion with Klaas Financial
Gifts and Estates: Navigating Limits in 2024
Maleeah and CJ join Shawn with strategic insights for smart gifting in your estate planning.
- Money In Motion with Klaas Financial
RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds
Maleeah, CJ, and Shawn talks about everything you need to know when considering making charitable donations out of your RMDs.
- Money In Motion with Klaas Financial
Hiring an Accountant This Tax Season
CJ and Maleeah talk about filing taxes and why you should get an accountant to help you out.
- Money In Motion with Klaas Financial
Future Proofing Your Retirement
Maleeah, CJ, and Shawn talk about what you need to (as much as possible) protect your retirement into 2024 and beyond.
- Money In Motion with Klaas Financial
2024 Tax Shifts: A Retiree's Guide
Maleeah, CJ, and Shawn talk about tax changes that you need to know about in 2024.
- Money In Motion with Klaas Financial
When to Wait
CJ, Maleeah, and Shawn tak about when you should wait to take Social Security and when it might not be the best idea.
- Money In Motion with Klaas Financial
Mistakes to Avoid When Planning For Retirement
Eric, CJ, and Shawn talk about the mistakes people make when planning for retirement.
- Money In Motion with Klaas Financial
Best Planning Practices for 2024!!
Maleeah, CJ, and Shawn talk about what you need to know to for retirement planning in 2024.
- Money In Motion with Klaas Financial
Gift Giving in 2023
Maleeah, CJ, and Shawn talk about how much you can give and to whom in 2023.
- Money In Motion with Klaas Financial
Long-Term Care In Retirement
Maleeah, CJ, and Shawn talk about the costs of long term care as you get older and the importance of finding the best way to cover it.
- Money In Motion with Klaas Financial
Hitting the Retirement Target
CJ, Maleeah, and Shawn talk about how to make sure you're on target to retire with the money you need and the timeline you want.
- Money In Motion with Klaas Financial
Caring for Aging Parents
Maleeah, CJ, and Shawn talk about the trials and stresses of caring for aging parents - and what adult children and aging parents need to know.
- Money In Motion with Klaas Financial
Retiring Early
CJ, Maleeah, and Shawn talk about what you need to know if you'd really like to retire early.
- Money In Motion with Klaas Financial
Estate Planning
Stepping in for Maleeah this week is Kyle Kite, who - along with CJ, talk wills, powers of attorney, and all things estate planning.
- Money In Motion with Klaas Financial
Annuities
Maleeah and CJ scratch the surface of everything you need to know about annuities.
- Money In Motion with Klaas Financial
Retirement and the Small Business Owner
CJ and Maleeah talk about what small business owners should do to be prepared for THEIR retirement. (Hint: the plan shouldn't be selling the business.)
- Money In Motion with Klaas Financial
Spouses and Social Security
Eric, Maleeah, and Shawn talk about spouses, ex-spouses, widowed spouses, and social security.
- Money In Motion with Klaas Financial
Where To Live
Maleeah and CJ talk about important things to consider when you're thinking about WHERE you want to live in retirement.
- Money In Motion with Klaas Financial
Getting Out of Debt
CJ, Klaas, and Shawn talk about the importance of getting out of debt.
- Money In Motion with Klaas Financial
Fees
'Fees' should probably be included with things like 'death' and 'taxes' as being inevitable. Maleeah and CJ talk about what kind of fees you can expect when…
- Money In Motion with Klaas Financial
Retirement Readiness
CJ, Maleeah, and Shawn talk about important steps to keep in mind when getting ready for retirement.
- Money In Motion with Klaas Financial
Timing Your Social Security Benefits
They say timing is everything and that is especially true when it comes to Social Security benefits. Eric, Maleeah, and Shawn talk about that and take your…
- Money In Motion with Klaas Financial
Risk Tolerance and Bias
Maleeah and CJ talk about risk tolerance and bias and why 'know thyself' is REALLY important when managing your own investments.
- Money In Motion with Klaas Financial
The Insurance You Actually Need
Maleeah, CJ, and SHawn talk about what insurance you actually need as you grow older.
- Money In Motion with Klaas Financial
It's Never Too Early For Taxes
Is July 2023 the new April 2024? CJ, Maleeah, and Shawn talk about the importance of getting to your taxes early. Really early.
- Money In Motion with Klaas Financial
Nine Mistakes
CJ and Maleeah talk about the nine mistakes people make when preparing for retirement.
- Money In Motion with Klaas Financial
Providing Employer Savings Plan
Forrest Ross joins CJ and Shawn to talk about supply your employees with a retirement plan.
- Money In Motion with Klaas Financial
Finding Your Income in Retirement
Maleeah, CJ, and Shawn talk about places your income could come from once you retire.
- Money In Motion with Klaas Financial
RMDs and Charitable Donations
Maleeah, CJ, and Shawn talk about RMDs and how they work with charitable donations.
- Money In Motion with Klaas Financial
Medicare
This week CJ and Maleeah help everyone make sense of one of the most complicated subjects - Medicare.
- Money In Motion with Klaas Financial
Estate Planning
Maleeah, CJ, and Shawn talk about the importance of estate planning, even if you don't have much in the way of assets.
- Money In Motion with Klaas Financial
Social Security Benefits While Working
Maleeah, CJ, and Shawn talk about how your Social Security benefits might be affected if you are still working.
- Money In Motion with Klaas Financial
Inheritance
Maleeah is still on vacation, so Eric joins CJ to talk about what you need to know when you recieve an iheritance.
- Money In Motion with Klaas Financial
Safe Withdrawal Rate
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…
- Money In Motion with Klaas Financial
Pensions
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.
- Money In Motion with Klaas Financial
Roadmap for Retirement
CJ, Maleeah, and Shawn talk about what you need in your 50s when planning for retirement.
- Money In Motion with Klaas Financial
SRIs and ESGs
Josh Stirling and Maleeah Cuevas talk with Shawn about socially responsible investing.
- Money In Motion with Klaas Financial
Guaranteeing Your Money
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 Motion with Klaas Financial
Former Retirement Accounts at Former Employers
CJ, Maleeah, and Shawn talk about what you can do when you have a employer-sponsored retirement account with a former employer.
- Money In Motion with Klaas Financial
Delaying Social Security
CJ, Maleeah, and Shawn talk about the pros and cons of delaying taking that Social Security payment.
- Money In Motion with Klaas Financial
Employer Sponsored Retirement
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…
- Money In Motion with Klaas Financial
Taxing Gifts
CJ, Maleeah, and Shawn talk about giving monetary gifts - especially to family memebers - and when those gifts catch the attention of the IRS.
- Money In Motion with Klaas Financial
Debt In Retirement
CJ and Maleeah talk about the importance of not having debt in retirement and how to get rid of it if you do.
- Money In Motion with Klaas Financial
The Allocation Conversation
CJ, Maleeah, and Shawn talk about when you should be looking at changing your allocation strategy.
- Money In Motion with Klaas Financial
Funeral Planning
CJ, Maleeah, and Shawn talk about the important of funeral planning - what you'd like done with your mortal remains, your assessts, and more.
- Money In Motion with Klaas Financial
Taxes 2022
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…