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
The Social In Social Security
Maleeah, CJ, and Shawn talk about planning for retirement income with Social Security and answer your questions about qualifying.
- Money In Motion with Klaas Financial
Down Into the Weeds
Maleeah, CJ, and Shawn talk about all the difference between traditional and Roth IRAs and 401Ks.
- Money In Motion with Klaas Financial
The Secure Act
CJ, Maleeah, and Shawn talk about the Secure Act 2.0, which passed Congress at the end of December.
- Money In Motion with Klaas Financial
Hitting Your Bullseye
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.
- Money In Motion with Klaas Financial
Financial Planning in 2023
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.
- Money In Motion with Klaas Financial
Social Security
CJ, Maleeah, and Shawn talk about Social Security benefits, including when the best time to take them is. (Spoiler alert: it depends.)
- Money In Motion with Klaas Financial
Reasonable Withdrawal Rate
CJ, Maleeah, and Shawn talk about what your rate of withdrawal might be in retirement and why it's pretty vague.
- Money In Motion with Klaas Financial
Inheritance
CJ, Maleeah, and Shawn talk about what to do when you receive an inheritance.
- Money In Motion with Klaas Financial
Reasons to Move
CJ, Maleeah, and Shawn talk about what you should do with your home in retirement.
- Money In Motion with Klaas Financial
Will, Estates, and POAs
Maleeah and CJ talk about wills, trusts, estates, beneficiaries, power-of-attorneys, and more. Plus, they answer listener questions about income annuities and…
- Money In Motion with Klaas Financial
Spousal Benefits
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.
- Money In Motion with Klaas Financial
Putting Things In Perspective
Maleeah, CJ, and Shawn put inflation and market volitility into perspective for those going into, or who are in, retirement.
- Money In Motion with Klaas Financial
Long Term Care
Maleeah, CJ, and Shawn talk about what long term care can cost you and what affect that can have on your retirement funds.
- Money In Motion with Klaas Financial
IRAs
Maleeah, CJ, and Shawn talk about Roth vs traditional IRA accounts.
- Money In Motion with Klaas Financial
Social Security and Earnings
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.
- Money In Motion with Klaas Financial
Free
CJ, Maleeah, and Shawn talks about what you can do for your retirement that doesn't cost anything.
- Money In Motion with Klaas Financial
RMDs and Donations
Maleeah, CJ, and Shawn discuss required minimum distributions and how they connect to charitable donations.
- Money In Motion with Klaas Financial
Tax Prep
Maleeah, Eric, and Shawn talk about preparing your taxes and why you might want to start now.
- Money In Motion with Klaas Financial
Early Retirement
Maleeha, CJ, and Shawn talk about what to consider if you're considering an early (pre-65) retirement.
- Money In Motion with Klaas Financial
Waiting Until 70
Maleeah, CJ, and Shawn talk about waiting until 70 to take Social Security. They also take your questions on Social Security and Medicare.
- Money In Motion with Klaas Financial
MRDs
Maleeah, CJ, and Shawn talk about MRDs (minimum required distributions) and why 72 is such an important age.
- Money In Motion with Klaas Financial
Fees
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…
- Money In Motion with Klaas Financial
Debt and Financial Planning
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…
- Money In Motion with Klaas Financial
What Not To Do
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.
- Money In Motion with Klaas Financial
Gifting Money
Maleeah and Shawn, joined today by Nate Breiby, talk gifting money to adult children.
- Money In Motion with Klaas Financial
Care
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…
- Money In Motion with Klaas Financial
Inheritance
Maleeah and CJ talk about what to do when you inherit money, property, accounts, and the like.
- Money In Motion with Klaas Financial
Roths
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.
- Money In Motion with Klaas Financial
Going Up
"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…
- Money In Motion with Klaas Financial
Expenses and Income in 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…
- Money In Motion with Klaas Financial
When to Take Social Security
Maleeah, CJ, and Shawn talk about the best time to start taking Social Security.
- Money In Motion with Klaas Financial
It's Simple
Maleeah, CJ, and Shawn talk about simplifying your investing by consolidating and diversifying. Plus, we take your questions on I bonds and thrift savings…
- Money In Motion with Klaas Financial
Socially Responsible Investing
Maleeah, CJ, and Shawn talk all things socially responsible investing.
- Money In Motion with Klaas Financial
Debt & Retirement
Maleeah, CJ, and Shawn talk about the risks and realities of debt in retirement and what you can do about it.
- Money In Motion with Klaas Financial
How to Retire If You Live to 100
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.
- Money In Motion with Klaas Financial
Where are the guarantees and what do they really mean?
https://klaasfinancial.com/