Money In Motion With Klaas Financial

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

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.

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

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

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

CJ and Maleeah talk about the nine mistakes people make when preparing for retirement.

Forrest Ross joins CJ and Shawn to talk about supply your employees with a retirement plan.

Maleeah, CJ, and Shawn talk about places your income could come from once you retire.

Maleeah, CJ, and Shawn talk about RMDs and how they work with charitable donations.

This week CJ and Maleeah help everyone make sense of one of the most complicated subjects - Medicare.

Maleeah, CJ, and Shawn talk about the importance of estate planning, even if you don't have much in the way of assets.

Maleeah, CJ, and Shawn talk about how your Social Security benefits might be affected if you are still working.

Maleeah is still on vacation, so Eric joins CJ to talk about what you need to know when you recieve an iheritance.

What 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.

If you're one of the lucky few to still have a pension, there's some things you need to know. CJ and Maleeah have the rundown.

CJ, Maleeah, and Shawn talk about what you need in your 50s when planning for retirement.

Josh Stirling and Maleeah Cuevas talk with Shawn about socially responsible investing.

In 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.

CJ, Maleeah, and Shawn talk about what you can do when you have a employer-sponsored retirement account with a former employer.