พอดคาสท์ Klaas Financial ชั้นนำ (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.โดย 1310 WIBA (WIBA-AM)

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

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7M ago33:38

33:38

โดย 1310 WIBA (WIBA-AM)

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Guarantees Unveiled: FDIC vs. SIPC Truths 31:30

7M ago31:30

31:30

โดย 1310 WIBA (WIBA-AM)

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

7M ago34:03

34:03

โดย 1310 WIBA (WIBA-AM)

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Social Security Love: Navigating Spousal Benefits 31:49

8M ago31:49

31:49

โดย 1310 WIBA (WIBA-AM)

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

8M ago35:48

35:48

โดย 1310 WIBA (WIBA-AM)

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Planning a Proper Withdrawal Rate 34:04

9M ago34:04

34:04

โดย 1310 WIBA (WIBA-AM)

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

9M ago28:15

28:15

โดย 1310 WIBA (WIBA-AM)

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Boosting Your Future: Maximize Employer Retirement Contributions 30:59

9M ago30:59

30:59

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

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Gifts and Estates: Navigating Limits in 2024 29:28

9M ago29:28

29:28

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

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

10M ago33:59

33:59

โดย 1310 WIBA (WIBA-AM)

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

10M ago31:08

31:08

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

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Working and Social Security: Benefits Unveiled 29:53

10M ago29:53

29:53

โดย 1310 WIBA (WIBA-AM)

1
Hiring an Accountant This Tax Season 34:04

10M ago34:04

34:04

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

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Future Proofing Your Retirement 30:17

10M ago30:17

30:17

Maleeah, CJ, and Shawn talk about what you need to (as much as possible) protect your retirement into 2024 and beyond.โดย 1310 WIBA (WIBA-AM)

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

11M ago30:17

30:17

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

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When to Wait 33:36

11M ago33:36

33:36

CJ, Maleeah, and Shawn tak about when you should wait to take Social Security and when it might not be the best idea.โดย 1310 WIBA (WIBA-AM)

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Mistakes to Avoid When Planning For Retirement 27:46

11M ago27:46

27:46

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

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Best Planning Practices for 2024!! 30:12

12M ago30:12

30:12

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

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Required Minimum Distributions (RMDs) 27:36

12M ago27:36

27:36

โดย 1310 WIBA (WIBA-AM)

1
Gift Giving in 2023 27:20

12M ago27:20

27:20

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

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Long-Term Care In Retirement 29:47

1y ago29:47

29:47

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.โดย 1310 WIBA (WIBA-AM)

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Planning for the Costs of College 25:41

1y ago25:41

25:41

โดย 1310 WIBA (WIBA-AM)

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