Money In Motion With Klaas Financial

Maleeah, CJ, and Shawn talk about how much you can give and to whom in 2023.

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.

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.

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.

CJ, Maleeah, and Shawn talk about what you need to know if you'd really like to retire early.

Stepping in for Maleeah this week is Kyle Kite, who - along with CJ, talk wills, powers of attorney, and all things estate planning.

Maleeah and CJ scratch the surface of everything you need to know about annuities.

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.)

Eric, Maleeah, and Shawn talk about spouses, ex-spouses, widowed spouses, and social security.

Maleeah and CJ talk about important things to consider when you're thinking about WHERE you want to live in retirement.

CJ, Klaas, and Shawn talk about the importance of getting out of debt.

'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 dealing with your retirement accounts.

CJ, Maleeah, and Shawn talk about important steps to keep in mind when getting ready for retirement.

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 questions on today's show.

Maleeah and CJ talk about risk tolerance and bias and why 'know thyself' is REALLY important when managing your own investments.

Maleeah, CJ, and SHawn talk about what insurance you actually need as you grow older.

Is July 2023 the new April 2024? CJ, Maleeah, and Shawn talk about the importance of getting to your taxes early. Really early.