Money In Motion with Klaas Financial

Money In Motion with Klaas Financial

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

Episodes

Gift Giving in 2023

November 30, 2023 • 27 mins
Maleeah, CJ, and Shawn talk about how much you can give and to whom in 2023.
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Long-Term Care In Retirement

November 16, 2023 • 29 mins
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.
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Planning for the Costs of College

November 9, 2023 • 25 mins
None
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Hitting the Retirement Target

November 2, 2023 • 30 mins
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.
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Caring for Aging Parents

October 26, 2023 • 29 mins
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.
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Taking Social Security Early

October 19, 2023 • 29 mins
None
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Retiring Early

October 12, 2023 • 28 mins
CJ, Maleeah, and Shawn talk about what you need to know if you'd really like to retire early.
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Estate Planning

October 5, 2023 • 28 mins
Stepping in for Maleeah this week is Kyle Kite, who - along with CJ, talk wills, powers of attorney, and all things estate planning.
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Annuities

September 28, 2023 • 32 mins
Maleeah and CJ scratch the surface of everything you need to know about annuities.
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Retirement and the Small Business Owner

September 21, 2023 • 33 mins
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.)
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Spouses and Social Security

September 14, 2023 • 29 mins
Eric, Maleeah, and Shawn talk about spouses, ex-spouses, widowed spouses, and social security.
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Where To Live

September 7, 2023 • 29 mins
Maleeah and CJ talk about important things to consider when you're thinking about WHERE you want to live in retirement.
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Getting Out of Debt

August 31, 2023 • 32 mins
CJ, Klaas, and Shawn talk about the importance of getting out of debt.
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Fees

August 24, 2023 • 29 mins
'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.
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Retirement Readiness

August 17, 2023 • 28 mins
CJ, Maleeah, and Shawn talk about important steps to keep in mind when getting ready for retirement.
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Timing Your Social Security Benefits

August 10, 2023 • 34 mins
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.
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Risk Tolerance and Bias

August 3, 2023 • 29 mins
Maleeah and CJ talk about risk tolerance and bias and why 'know thyself' is REALLY important when managing your own investments.
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The Insurance You Actually Need

July 27, 2023 • 28 mins
Maleeah, CJ, and SHawn talk about what insurance you actually need as you grow older.
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It's Never Too Early For Taxes

July 20, 2023 • 29 mins
Is July 2023 the new April 2024? CJ, Maleeah, and Shawn talk about the importance of getting to your taxes early. Really early.
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Nine Mistakes

July 13, 2023 • 27 mins
CJ and Maleeah talk about the nine mistakes people make when preparing for retirement.
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