Money In Motion With Klaas Financial

CJ, Maleeah, and Shawn talk about the Secure Act 2.0, which passed Congress at the end of December.

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.

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.

CJ, Maleeah, and Shawn talk about Social Security benefits, including when the best time to take them is. (Spoiler alert: it depends.)

Maleeah and CJ talk all about Certificates of Deposit (CDs).

CJ, Maleeah, and Shawn talk about what your rate of withdrawal might be in retirement and why it's pretty vague.

CJ, Maleeah, and Shawn talk about what to do when you receive an inheritance.

CJ, Maleeah, and Shawn talk about what you should do with your home in retirement.

Maleeah and CJ talk about wills, trusts, estates, beneficiaries, power-of-attorneys, and more. Plus, they answer listener questions about income annuities and Roth IRAs.

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.

Maleeah, CJ, and Shawn put inflation and market volitility into perspective for those going into, or who are in, retirement.

Maleeah, Eric, and Shawn talk about annuities.

Maleeah, CJ, and Shawn talk about what long term care can cost you and what affect that can have on your retirement funds.

Maleeah, CJ, and Shawn talk about Roth vs traditional IRA accounts.

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.

CJ, Maleeah, and Shawn talks about what you can do for your retirement that doesn't cost anything.

Maleeah, CJ, and Shawn discuss required minimum distributions and how they connect to charitable donations.

Maleeah, Eric, and Shawn talk about preparing your taxes and why you might want to start now.