Money In Motion With Klaas Financial

Stepping in for Maleeah this week is Kyle Kite, who - along with CJ, talk wills, powers of attorney, and all things estate planning.

Maleeah and CJ scratch the surface of everything you need to know about annuities.

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.)

Eric, Maleeah, and Shawn talk about spouses, ex-spouses, widowed spouses, and social security.

Maleeah and CJ talk about important things to consider when you're thinking about WHERE you want to live in retirement.

CJ, Klaas, and Shawn talk about the importance of getting out of debt.

'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.

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.