Money In Motion With Klaas Financial

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 168:30:08
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Sinopsis

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

Episodios

  • Hitting the Retirement Target

    02/11/2023 Duración: 30min

    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.

  • Caring for Aging Parents

    26/10/2023 Duración: 29min

    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.

  • Taking Social Security Early

    19/10/2023 Duración: 29min
  • Retiring Early

    12/10/2023 Duración: 28min

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

  • Estate Planning

    05/10/2023 Duración: 28min

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

  • Annuities

    28/09/2023 Duración: 32min

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

  • Retirement and the Small Business Owner

    21/09/2023 Duración: 33min

    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.)

  • Spouses and Social Security

    14/09/2023 Duración: 29min

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

  • Where To Live

    07/09/2023 Duración: 29min

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

  • Getting Out of Debt

    31/08/2023 Duración: 32min

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

  • Fees

    24/08/2023 Duración: 29min

    '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.

  • Retirement Readiness

    17/08/2023 Duración: 28min

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

  • Timing Your Social Security Benefits

    10/08/2023 Duración: 34min

    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.

  • Risk Tolerance and Bias

    03/08/2023 Duración: 29min

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

  • The Insurance You Actually Need

    27/07/2023 Duración: 28min

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

  • It's Never Too Early For Taxes

    20/07/2023 Duración: 29min

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

  • 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.

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