Money In Motion With Klaas Financial

Maleeah 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.

CJ, Maleeah, and Shawn talk about giving monetary gifts - especially to family memebers - and when those gifts catch the attention of the IRS.

CJ and Maleeah talk about the importance of not having debt in retirement and how to get rid of it if you do.

CJ, Maleeah, and Shawn talk about when you should be looking at changing your allocation strategy.

CJ, Maleeah, and Shawn talk about the important of funeral planning - what you'd like done with your mortal remains, your assessts, and more.

It'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.

Maleeah, CJ, and Shawn talk about planning for retirement income with Social Security and answer your questions about qualifying.

Maleeah, CJ, and Shawn talk about all the difference between traditional and Roth IRAs and 401Ks.

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.