Money In Motion with Klaas Financial

1310 WIBA (WIBA-AM)

Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA

  1. 5h ago

    A Plan Isn’t a Plan Until it’s Implemented

    Money In Motion with Klaas Financial

    25 min

  2. Jun 4

    The Mid-Year Checkpoint: Is Your 401(k) Sill on Track?

    Money In Motion with Klaas Financial

    21 min

  3. May 28

    Where Tax Strategy Meets Real Life

    How tax strategy plays a critical role in everyday financial decisions,not just during tax season. CJ emphasizes that taxes impact everything from income and investments to what you ultimately pass on, making year-round planning essential for long-term efficiency. Eric explains that instead of focusing only on reducing taxes annually, the goal should be managing taxes across your lifetime. The discussion breaks tax planning into three key areas: income planning, investment structure, and legacy planning. In retirement, coordinating multiple income sources like Social Security, retirement withdrawals, and investments, can help manage tax brackets and avoid costly spikes. Strategic moves such as Roth conversions can smooth out taxes over time. On the investment side, the focus shifts to after-tax returns, highlighting the importance of asset location and managing gains and losses.  Finally, in legacy planning, thoughtful asset distribution can reduce tax burdens for heirs and maximize the impact of charitable giving. The key takeaway: taxes are an ongoing part of your financial life, and coordinating decisions across all areas can help you keep more of what you’ve built while strengthening your overall plan. Learn More: klaasfinancial.com

    27 min

  4. May 21

    The Thoughtful Investor: Building Portfolios Around Purpose, Time, and Risk

    Money In Motion with Klaas Financial

    27 min

  5. May 14

    Protecting Your Paycheck and Your Family

    Money In Motion with Klaas Financial

    27 min

  6. May 7

    The Conflicts Beyond Commissions

    Money In Motion with Klaas Financial

    26 min

  7. Apr 30

    From Paycheck to Portfolio Income

    Money In Motion with Klaas Financial

    27 min

  8. Apr 23

    Blind Spots & Bull Markets: The Psychology of Investing

    Money In Motion with Klaas Financial

    23 min
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Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA

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