Money In Motion With Klaas Financial

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.

CJ, Maleeah, and Shawn talk about the pros and cons of delaying taking that Social Security payment.

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.)