Money In Motion With Klaas Financial

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 190:16:39
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Sinopsis

Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA

Episodios

  • Nine Mistakes

    13/07/2023 Duración: 27min

    CJ and Maleeah talk about the nine mistakes people make when preparing for retirement.

  • Providing Employer Savings Plan

    29/06/2023 Duración: 28min

    Forrest Ross joins CJ and Shawn to talk about supply your employees with a retirement plan.

  • Finding Your Income in Retirement

    22/06/2023 Duración: 29min

    Maleeah, CJ, and Shawn talk about places your income could come from once you retire.

  • RMDs and Charitable Donations

    08/06/2023 Duración: 30min

    Maleeah, CJ, and Shawn talk about RMDs and how they work with charitable donations.

  • Medicare

    01/06/2023 Duración: 34min

    This week CJ and Maleeah help everyone make sense of one of the most complicated subjects - Medicare.

  • Estate Planning

    18/05/2023 Duración: 27min

    Maleeah, CJ, and Shawn talk about the importance of estate planning, even if you don't have much in the way of assets.

  • Social Security Benefits While Working

    11/05/2023 Duración: 31min

    Maleeah, CJ, and Shawn talk about how your Social Security benefits might be affected if you are still working.

  • Inheritance

    04/05/2023 Duración: 31min

    Maleeah is still on vacation, so Eric joins CJ to talk about what you need to know when you recieve an iheritance.

  • Safe Withdrawal Rate

    27/04/2023 Duración: 27min

    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 thumb.

  • Pensions

    20/04/2023 Duración: 29min

    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.

  • Roadmap for Retirement

    13/04/2023 Duración: 27min

    CJ, Maleeah, and Shawn talk about what you need in your 50s when planning for retirement.

  • The New Rules of RMD's

    06/04/2023 Duración: 33min
  • SRIs and ESGs

    30/03/2023 Duración: 23min

    Josh Stirling and Maleeah Cuevas talk with Shawn about socially responsible investing.

  • Guaranteeing Your Money

    23/03/2023 Duración: 29min

    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 the bank.

  • Former Retirement Accounts at Former Employers

    16/03/2023 Duración: 28min

    CJ, Maleeah, and Shawn talk about what you can do when you have a employer-sponsored retirement account with a former employer.

  • Delaying Social Security

    09/03/2023 Duración: 27min

    CJ, Maleeah, and Shawn talk about the pros and cons of delaying taking that Social Security payment.

  • Employer Sponsored Retirement

    02/03/2023 Duración: 28min

    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 and setting up one of those plans for employees.

  • Taxing Gifts

    23/02/2023 Duración: 29min

    CJ, Maleeah, and Shawn talk about giving monetary gifts - especially to family memebers - and when those gifts catch the attention of the IRS.

  • Debt In Retirement

    16/02/2023 Duración: 27min

    CJ and Maleeah talk about the importance of not having debt in retirement and how to get rid of it if you do.

  • The Allocation Conversation

    09/02/2023 Duración: 27min

    CJ, Maleeah, and Shawn talk about when you should be looking at changing your allocation strategy.

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