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Money In Motion with Klaas Financial

iHeart Podcast Network

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

Location:

United States

Description:

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

Language:

English


Episodes

Inherited Assets: Navigating Next Steps and Tax Implications

3/21/2024

Duration:00:35:48

Planning a Proper Withdrawal Rate

3/14/2024

Duration:00:34:04

Navigating 50: Your Roadmap to Future Retirement Success

3/7/2024

Duration:00:28:15

Boosting Your Future: Maximize Employer Retirement Contributions

2/29/2024
Forrest Ross joins CJ and Shawn to talk about how to maximize those retirement contributions.

Duration:00:30:59

Gifts and Estates: Navigating Limits in 2024

2/22/2024
Maleeah and CJ join Shawn with strategic insights for smart gifting in your estate planning.

Duration:00:29:28

Rising Rates, Lower Debt: Optimize Your Retirement

2/15/2024

Duration:00:33:59

RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds

2/8/2024
Maleeah, CJ, and Shawn talks about everything you need to know when considering making charitable donations out of your RMDs.

Duration:00:31:08

Working and Social Security: Benefits Unveiled

2/1/2024

Duration:00:29:53

Hiring an Accountant This Tax Season

1/25/2024
CJ and Maleeah talk about filing taxes and why you should get an accountant to help you out.

Duration:00:34:04

Future Proofing Your Retirement

1/18/2024
Maleeah, CJ, and Shawn talk about what you need to (as much as possible) protect your retirement into 2024 and beyond.

Duration:00:30:17

2024 Tax Shifts: A Retiree's Guide

1/11/2024
Maleeah, CJ, and Shawn talk about tax changes that you need to know about in 2024.

Duration:00:30:17

When to Wait

1/4/2024
CJ, Maleeah, and Shawn tak about when you should wait to take Social Security and when it might not be the best idea.

Duration:00:33:36

Mistakes to Avoid When Planning For Retirement

12/21/2023
Eric, CJ, and Shawn talk about the mistakes people make when planning for retirement.

Duration:00:27:46

Best Planning Practices for 2024!!

12/14/2023
Maleeah, CJ, and Shawn talk about what you need to know to for retirement planning in 2024.

Duration:00:30:12

Required Minimum Distributions (RMDs)

12/7/2023

Duration:00:27:36

Gift Giving in 2023

11/30/2023
Maleeah, CJ, and Shawn talk about how much you can give and to whom in 2023.

Duration:00:27:20

Long-Term Care In Retirement

11/16/2023
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.

Duration:00:29:47

Planning for the Costs of College

11/9/2023

Duration:00:25:41

Hitting the Retirement Target

11/2/2023
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.

Duration:00:30:45

Caring for Aging Parents

10/26/2023
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.

Duration:00:29:00