Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA
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Demystifying RMDs: Timing, Amounts, and Tax Strategies
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33:38
Oleh 1310 WIBA (WIBA-AM)
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Guarantees Unveiled: FDIC vs. SIPC Truths
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31:30
Oleh 1310 WIBA (WIBA-AM)
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Bullseye Retirement: Hit the Mark with Today's Financial Steps!
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34:03
Oleh 1310 WIBA (WIBA-AM)
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Social Security Love: Navigating Spousal Benefits
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31:49
Oleh 1310 WIBA (WIBA-AM)
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Inherited Assets: Navigating Next Steps and Tax Implications
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35:48
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35:48
Oleh 1310 WIBA (WIBA-AM)
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Planning a Proper Withdrawal Rate
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34:04
Oleh 1310 WIBA (WIBA-AM)
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Navigating 50: Your Roadmap to Future Retirement Success
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28:15
Oleh 1310 WIBA (WIBA-AM)
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Boosting Your Future: Maximize Employer Retirement Contributions
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Forrest Ross joins CJ and Shawn to talk about how to maximize those retirement contributions.Oleh 1310 WIBA (WIBA-AM)
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Gifts and Estates: Navigating Limits in 2024
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Maleeah and CJ join Shawn with strategic insights for smart gifting in your estate planning.Oleh 1310 WIBA (WIBA-AM)
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Rising Rates, Lower Debt: Optimize Your Retirement
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33:59
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33:59
Oleh 1310 WIBA (WIBA-AM)
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RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds
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Maleeah, CJ, and Shawn talks about everything you need to know when considering making charitable donations out of your RMDs.Oleh 1310 WIBA (WIBA-AM)
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Working and Social Security: Benefits Unveiled
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29:53
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29:53
Oleh 1310 WIBA (WIBA-AM)
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Hiring an Accountant This Tax Season
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CJ and Maleeah talk about filing taxes and why you should get an accountant to help you out.Oleh 1310 WIBA (WIBA-AM)
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Future Proofing Your Retirement
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Maleeah, CJ, and Shawn talk about what you need to (as much as possible) protect your retirement into 2024 and beyond.Oleh 1310 WIBA (WIBA-AM)
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2024 Tax Shifts: A Retiree's Guide
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30:17
Maleeah, CJ, and Shawn talk about tax changes that you need to know about in 2024.Oleh 1310 WIBA (WIBA-AM)
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CJ, Maleeah, and Shawn tak about when you should wait to take Social Security and when it might not be the best idea.Oleh 1310 WIBA (WIBA-AM)
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Mistakes to Avoid When Planning For Retirement
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Eric, CJ, and Shawn talk about the mistakes people make when planning for retirement.Oleh 1310 WIBA (WIBA-AM)
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Best Planning Practices for 2024!!
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Maleeah, CJ, and Shawn talk about what you need to know to for retirement planning in 2024.Oleh 1310 WIBA (WIBA-AM)
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Required Minimum Distributions (RMDs)
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27:36
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27:36
Oleh 1310 WIBA (WIBA-AM)
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Maleeah, CJ, and Shawn talk about how much you can give and to whom in 2023.Oleh 1310 WIBA (WIBA-AM)
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Maleeah, CJ, and Shawn talk about the costs of long term care as you get older and the importance of finding the best way to cover it.Oleh 1310 WIBA (WIBA-AM)
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Planning for the Costs of College
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25:41
Oleh 1310 WIBA (WIBA-AM)
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CJ, Maleeah, and Shawn talk about how to make sure you're on target to retire with the money you need and the timeline you want.Oleh 1310 WIBA (WIBA-AM)
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Maleeah, CJ, and Shawn talk about the trials and stresses of caring for aging parents - and what adult children and aging parents need to know.Oleh 1310 WIBA (WIBA-AM)
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Oleh 1310 WIBA (WIBA-AM)
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CJ, Maleeah, and Shawn talk about what you need to know if you'd really like to retire early.Oleh 1310 WIBA (WIBA-AM)
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Stepping in for Maleeah this week is Kyle Kite, who - along with CJ, talk wills, powers of attorney, and all things estate planning.Oleh 1310 WIBA (WIBA-AM)
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Maleeah and CJ scratch the surface of everything you need to know about annuities.Oleh 1310 WIBA (WIBA-AM)
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Retirement and the Small Business Owner
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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.)Oleh 1310 WIBA (WIBA-AM)
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Eric, Maleeah, and Shawn talk about spouses, ex-spouses, widowed spouses, and social security.Oleh 1310 WIBA (WIBA-AM)
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Maleeah and CJ talk about important things to consider when you're thinking about WHERE you want to live in retirement.Oleh 1310 WIBA (WIBA-AM)
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CJ, Klaas, and Shawn talk about the importance of getting out of debt.Oleh 1310 WIBA (WIBA-AM)
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'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.Oleh 1310 WIBA (WIBA-AM)
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CJ, Maleeah, and Shawn talk about important steps to keep in mind when getting ready for retirement.Oleh 1310 WIBA (WIBA-AM)
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Timing Your Social Security Benefits
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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.Oleh 1310 WIBA (WIBA-AM)
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Maleeah and CJ talk about risk tolerance and bias and why 'know thyself' is REALLY important when managing your own investments.Oleh 1310 WIBA (WIBA-AM)
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The Insurance You Actually Need
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Maleeah, CJ, and SHawn talk about what insurance you actually need as you grow older.Oleh 1310 WIBA (WIBA-AM)
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Is July 2023 the new April 2024? CJ, Maleeah, and Shawn talk about the importance of getting to your taxes early. Really early.Oleh 1310 WIBA (WIBA-AM)
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CJ and Maleeah talk about the nine mistakes people make when preparing for retirement.Oleh 1310 WIBA (WIBA-AM)
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Providing Employer Savings Plan
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28:46
Forrest Ross joins CJ and Shawn to talk about supply your employees with a retirement plan.Oleh 1310 WIBA (WIBA-AM)
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Finding Your Income in Retirement
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Maleeah, CJ, and Shawn talk about places your income could come from once you retire.Oleh 1310 WIBA (WIBA-AM)
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Maleeah, CJ, and Shawn talk about RMDs and how they work with charitable donations.Oleh 1310 WIBA (WIBA-AM)
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This week CJ and Maleeah help everyone make sense of one of the most complicated subjects - Medicare.Oleh 1310 WIBA (WIBA-AM)
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Maleeah, CJ, and Shawn talk about the importance of estate planning, even if you don't have much in the way of assets.Oleh 1310 WIBA (WIBA-AM)
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Social Security Benefits While Working
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Maleeah, CJ, and Shawn talk about how your Social Security benefits might be affected if you are still working.Oleh 1310 WIBA (WIBA-AM)
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Maleeah is still on vacation, so Eric joins CJ to talk about what you need to know when you recieve an iheritance.Oleh 1310 WIBA (WIBA-AM)
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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.Oleh 1310 WIBA (WIBA-AM)
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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.Oleh 1310 WIBA (WIBA-AM)
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CJ, Maleeah, and Shawn talk about what you need in your 50s when planning for retirement.Oleh 1310 WIBA (WIBA-AM)
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Oleh 1310 WIBA (WIBA-AM)
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