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
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Estate Planning
18/05/2023 Duración: 27minMaleeah, CJ, and Shawn talk about the importance of estate planning, even if you don't have much in the way of assets.
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Social Security Benefits While Working
11/05/2023 Duración: 31minMaleeah, CJ, and Shawn talk about how your Social Security benefits might be affected if you are still working.
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Inheritance
04/05/2023 Duración: 31minMaleeah is still on vacation, so Eric joins CJ to talk about what you need to know when you recieve an iheritance.
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Safe Withdrawal Rate
27/04/2023 Duración: 27minWhat 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.
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Roadmap for Retirement
13/04/2023 Duración: 27minCJ, Maleeah, and Shawn talk about what you need in your 50s when planning for retirement.
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SRIs and ESGs
30/03/2023 Duración: 23minJosh Stirling and Maleeah Cuevas talk with Shawn about socially responsible investing.
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Guaranteeing Your Money
23/03/2023 Duración: 29minIn 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.
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Former Retirement Accounts at Former Employers
16/03/2023 Duración: 28minCJ, Maleeah, and Shawn talk about what you can do when you have a employer-sponsored retirement account with a former employer.
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Delaying Social Security
09/03/2023 Duración: 27minCJ, Maleeah, and Shawn talk about the pros and cons of delaying taking that Social Security payment.
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Employer Sponsored Retirement
02/03/2023 Duración: 28minMaleeah 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.
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Taxing Gifts
23/02/2023 Duración: 29minCJ, Maleeah, and Shawn talk about giving monetary gifts - especially to family memebers - and when those gifts catch the attention of the IRS.
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Debt In Retirement
16/02/2023 Duración: 27minCJ and Maleeah talk about the importance of not having debt in retirement and how to get rid of it if you do.
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The Allocation Conversation
09/02/2023 Duración: 27minCJ, Maleeah, and Shawn talk about when you should be looking at changing your allocation strategy.
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Funeral Planning
02/02/2023 Duración: 27minCJ, Maleeah, and Shawn talk about the important of funeral planning - what you'd like done with your mortal remains, your assessts, and more.
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Taxes 2022
26/01/2023 Duración: 27minIt'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 done in 2023 and 2023 taxes won't get filed until 2024.
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The Social In Social Security
19/01/2023 Duración: 31minMaleeah, CJ, and Shawn talk about planning for retirement income with Social Security and answer your questions about qualifying.
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Down Into the Weeds
12/01/2023 Duración: 32minMaleeah, CJ, and Shawn talk about all the difference between traditional and Roth IRAs and 401Ks.