Sinopsis
Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA
Episodios
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Reasonable Withdrawal Rate
17/11/2022 Duración: 24minCJ, Maleeah, and Shawn talk about what your rate of withdrawal might be in retirement and why it's pretty vague.
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Inheritance
10/11/2022 Duración: 28minCJ, Maleeah, and Shawn talk about what to do when you receive an inheritance.
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Reasons to Move
03/11/2022 Duración: 26minCJ, Maleeah, and Shawn talk about what you should do with your home in retirement.
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Will, Estates, and POAs
20/10/2022 Duración: 27minMaleeah and CJ talk about wills, trusts, estates, beneficiaries, power-of-attorneys, and more. Plus, they answer listener questions about income annuities and Roth IRAs.
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Spousal Benefits
13/10/2022 Duración: 24minWhen 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.
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Putting Things In Perspective
29/09/2022 Duración: 27minMaleeah, CJ, and Shawn put inflation and market volitility into perspective for those going into, or who are in, retirement.
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Long Term Care
15/09/2022 Duración: 30minMaleeah, CJ, and Shawn talk about what long term care can cost you and what affect that can have on your retirement funds.
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Social Security and Earnings
01/09/2022 Duración: 22minMaleeah, CJ, and Shawn talk about how your earnings in retirement may affect your Social Security and how much tax you can expect to pay on Social Security.
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RMDs and Donations
18/08/2022 Duración: 30minMaleeah, CJ, and Shawn discuss required minimum distributions and how they connect to charitable donations.
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Early Retirement
04/08/2022 Duración: 27minMaleeha, CJ, and Shawn talk about what to consider if you're considering an early (pre-65) retirement.
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Waiting Until 70
28/07/2022 Duración: 23minMaleeah, CJ, and Shawn talk about waiting until 70 to take Social Security. They also take your questions on Social Security and Medicare.