Parhaat Klaas Financial Podcastit (2024)

Maleeah and CJ talk about options for those rare few who still have pensions and how those options might change in the future, even if you have a pension now.Kirjoittanut 1310 WIBA (WIBA-AM)

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Demystifying RMDs: Timing, Amounts, and Tax Strategies 33:38

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Guarantees Unveiled: FDIC vs. SIPC Truths 31:30

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Bullseye Retirement: Hit the Mark with Today's Financial Steps! 34:03

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Social Security Love: Navigating Spousal Benefits 31:49

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Inherited Assets: Navigating Next Steps and Tax Implications 35:48

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Planning a Proper Withdrawal Rate 34:04

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Navigating 50: Your Roadmap to Future Retirement Success 28:15

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Boosting Your Future: Maximize Employer Retirement Contributions 30:59

9M ago30:59

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Forrest Ross joins CJ and Shawn to talk about how to maximize those retirement contributions.Kirjoittanut 1310 WIBA (WIBA-AM)

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Gifts and Estates: Navigating Limits in 2024 29:28

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Maleeah and CJ join Shawn with strategic insights for smart gifting in your estate planning.Kirjoittanut 1310 WIBA (WIBA-AM)

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Rising Rates, Lower Debt: Optimize Your Retirement 33:59

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Kirjoittanut 1310 WIBA (WIBA-AM)

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RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds 31:08

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Maleeah, CJ, and Shawn talks about everything you need to know when considering making charitable donations out of your RMDs.Kirjoittanut 1310 WIBA (WIBA-AM)

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Working and Social Security: Benefits Unveiled 29:53

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Kirjoittanut 1310 WIBA (WIBA-AM)

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Hiring an Accountant This Tax Season 34:04

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CJ and Maleeah talk about filing taxes and why you should get an accountant to help you out.Kirjoittanut 1310 WIBA (WIBA-AM)

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Future Proofing Your Retirement 30:17

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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.Kirjoittanut 1310 WIBA (WIBA-AM)

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2024 Tax Shifts: A Retiree's Guide 30:17

11M ago30:17

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Maleeah, CJ, and Shawn talk about tax changes that you need to know about in 2024.Kirjoittanut 1310 WIBA (WIBA-AM)

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When to Wait 33:36

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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.Kirjoittanut 1310 WIBA (WIBA-AM)

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Mistakes to Avoid When Planning For Retirement 27:46

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Eric, CJ, and Shawn talk about the mistakes people make when planning for retirement.Kirjoittanut 1310 WIBA (WIBA-AM)

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Best Planning Practices for 2024!! 30:12

12M ago30:12

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Maleeah, CJ, and Shawn talk about what you need to know to for retirement planning in 2024.Kirjoittanut 1310 WIBA (WIBA-AM)

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Required Minimum Distributions (RMDs) 27:36

12M ago27:36

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Kirjoittanut 1310 WIBA (WIBA-AM)

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Gift Giving in 2023 27:20

12M ago27:20

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Maleeah, CJ, and Shawn talk about how much you can give and to whom in 2023.Kirjoittanut 1310 WIBA (WIBA-AM)

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Long-Term Care In Retirement 29:47

1y ago29:47

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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.Kirjoittanut 1310 WIBA (WIBA-AM)

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Planning for the Costs of College 25:41

1y ago25:41

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Kirjoittanut 1310 WIBA (WIBA-AM)

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