Money In Motion

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Answers to all your retirement questions in one place. Once a week we take calls and talk about getting your financial house in order. Each show brings totally different callers so no two shows are the same. Shows are broadcast live every Thursday from 8:05-8:35 am on “Madison in the Morning” on New…

Klaas Financial


    • Jun 5, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 26m AVG DURATION
    • 219 EPISODES


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    Latest episodes from Money In Motion

    Smooth Retirement Transitions

    Play Episode Listen Later Jun 5, 2025 33:15


    Avoiding Mistakes for a Secure Retirement

    retirement transitions smooth secure retirement avoiding mistakes
    Tax Hacks for the Mid-Year Stretch

    Play Episode Listen Later May 29, 2025 27:48


    Maximize Returns with Cool Contribution Moves

    hacks stretch midyear
    Understanding True Diversification

    Play Episode Listen Later May 22, 2025 30:28


    Adjusting for risk within your portfolio

    adjusting diversification
    Fitness and Finance

    Play Episode Listen Later May 15, 2025 29:23


    Staying Active and Financially Fit

    fitness finance staying active financially fit
    Choices with your RMDs

    Play Episode Listen Later May 8, 2025 30:23


    Avoiding costly mistakes

    choices rmds
    Estate Planning Essentials: Time to Shape Your Legacy

    Play Episode Listen Later May 1, 2025 24:11


    Making Decisions for Future Asset Transfer and Peace of Mind

    peace mind shape essentials estate planning making decisions
    Understanding Various Types of Retirement Plans and Contribution Limits

    Play Episode Listen Later Apr 24, 2025 33:00


    How much can you save?

    types limits contribution retirement plans
    The Perfect Timing

    Play Episode Listen Later Apr 17, 2025 28:28


    Early vs. Full Retirement Age

    perfect timing full retirement age
    Unmasking Risk Tolerance

    Play Episode Listen Later Apr 10, 2025 30:47


    Investing with Confidence

    confidence investing unmasking risk tolerance
    Paying for LTC Needs in the Future

    Play Episode Listen Later Apr 3, 2025 26:37


    Resources for Planning

    planning paying
    Rolling Over Retirement Accounts

    Play Episode Listen Later Mar 27, 2025 27:16


    What to Know Before You Move Accounts

    rolling retirement accounts
    Decoding the ABCs of Medicare

    Play Episode Listen Later Mar 20, 2025 29:24


    Understanding Medicare Planning

    medicare decoding abcs
    Maximizing Employer Contributions

    Play Episode Listen Later Mar 13, 2025 28:44


    Increase Your Retirement Savings

    employers maximizing contributions
    Last-Minute Tax Prep

    Play Episode Listen Later Mar 10, 2025 31:18


    Preparing this year, planning for next

    preparing last minute tax prep
    Blending Income Streams

    Play Episode Listen Later Feb 27, 2025 32:16


    Creating a Sustainable Retirement Income

    blending income streams
    Debt-Free March

    Play Episode Listen Later Feb 24, 2025 28:31


    Tips to Eliminate Financial Stress

    tips debt free
    Navigating Spousal Benefits

    Play Episode Listen Later Feb 13, 2025 26:24


    Smart Decisions for Couples

    navigating benefits couples spousal
    Understanding Roth Conversions

    Play Episode Listen Later Feb 7, 2025 28:01


    Should I be looking at conversions now?

    roth conversions
    Mastering Your Retirement Map

    Play Episode Listen Later Jan 30, 2025 27:00


    Strategies for Retirement Success

    strategy mastering retirement
    Love and Legacy

    Play Episode Listen Later Jan 23, 2025 32:24


    Estate Planning for Families

    families estate planning
    Tax Season Preview

    Play Episode Listen Later Jan 16, 2025 32:16


    Key Changes to Watch in 2025

    season preview tax season key changes
    When to collect!

    Play Episode Listen Later Jan 9, 2025 32:18


    Re-evaluating Your Social Security Strategy

    collect
    New Year, New Plan!

    Play Episode Listen Later Jan 2, 2025 28:10


    Fresh Start Finances

    new year new plan
    Roth Revelations: Embracing Taxes Today for Tomorrow’s Freedom

    Play Episode Listen Later Dec 19, 2024 30:21


    Exploring the Why and How of Roth conversions for Smart Retirement Planning

    freedom embracing exploring taxes revelations roth
    2024 Planning Pro Tips: Shape Up Your Retirement Ahead!

    Play Episode Listen Later Dec 12, 2024 25:31


    Best Practices for a Head Start on Your Financial Future

    planning retirement best practices pro tips head start shape up your financial future
    Holiday Budget Wisdom: Stay on Track for Retirement

    Play Episode Listen Later Dec 5, 2024


    Avoid Overspending to Secure Your Future Financial Goals

    wisdom holiday budget retirement stay on track
    Guarding Your Finances: Cybersecurity Tips for Credit Protection

    Play Episode Listen Later Nov 21, 2024


    Stay Aware and Shield Your Finances from Cyber Criminals

    finances credit cybersecurity guarding cybercriminals
    Final RMD Check: Completing Your 2024 Distributions

    Play Episode Listen Later Nov 14, 2024


    Navigating RMDs and QCDs in Your Planning

    completing distributions qcds
    Retirement Roadmap: 10 Pitfalls to Dodge for a Smooth Journey

    Play Episode Listen Later Nov 7, 2024


    Easing into Retirement without Barriers- Learn from Common Mistakes

    retirement roadmap pitfalls smooth dodge common mistakes easing
    Social Security Timing: Early vs. Full Retirement Age

    Play Episode Listen Later Oct 31, 2024


    Navigating the Right Moment for Your Social Security Income

    navigating timing social security full retirement age
    Estate Planning Essentials: Time to Shape Your Legacy

    Play Episode Listen Later Oct 24, 2024


    Making Decisions for Future Asset Transfer and Peace of Mind

    peace mind shape essentials estate planning making decisions
    Retirement Living: Downsizing or Relocating

    Play Episode Listen Later Oct 17, 2024


    Weighing Reasons to Move and Reasons to Stay

    downsizing relocating retirement living
    Decoding Annuities: Should They Join Your Retirement Portfolio

    Play Episode Listen Later Oct 10, 2024


    Navigating the Complexities of Annuities for Informed Decisions

    navigating retirement decoding complexities annuity informed decisions
    Smooth Sailing in Retirement: Avoiding Costly Mistakes

    Play Episode Listen Later Oct 3, 2024


    Taking Time to Make Savvy Decisions for a Secure Future

    mistakes retirement costly taking time smooth sailing
    Gift Giving 2024: Navigating Limits and Generosity

    Play Episode Listen Later Sep 27, 2024


    A Closer Look at Gifting Practices to Wrap up the Year

    navigating wrap generosity limits closer look gift giving
    Navigating LTC Needs in Retirement

    Play Episode Listen Later Sep 19, 2024


    Key Considerations for LTC costs in your future

    navigating retirement ltc key considerations
    Fee Clarity in Retirement: Navigating Commission vs. Management Fees

    Play Episode Listen Later Sep 12, 2024


    Understanding the Costs to Optimize Your Financial Journey

    navigating management clarity retirement commission costs fees
    Funding for your Employee’s Retirement Future

    Play Episode Listen Later Sep 5, 2024


    Consideration of How to Design, Implement and Engage Employees

    design employees retirement funding considerations implement engage employees
    Planning for Income for Small Biz Retirement & Valuation/Succession Timing

    Play Episode Listen Later Aug 29, 2024


    Strategies for Smart Business Owners Planning Their Retirement Income

    strategy planning retirement timing income succession valuations smallbiz
    Crafting Your Retirement Income: Blending Income Streams

    Play Episode Listen Later Aug 22, 2024


    Understanding What Sustainable Income Looks Like in Retirement

    retirement crafting blending income streams retirement income
    Unmasking Your Investment persona: Risk Tolerance and Bias

    Play Episode Listen Later Aug 15, 2024


    Exploring the Impact of Behavior on Your Investment Journey

    impact investment exploring behavior bias persona unmasking risk tolerance
    Invest with Impact: The Power of Socially Responsible Investing

    Play Episode Listen Later Aug 8, 2024


    Exploring the Benefits and Fit of SRI & ESG Choices for You

    benefits exploring sri socially responsible investing
    Tax Hacks for the Mid-Year Stretch

    Play Episode Listen Later Aug 1, 2024


    Maximize Returns with Cool Contribution Moves

    hacks stretch midyear
    Debt-Free Retirement: Boosting Cash Flow for a Blissful Tomorrow

    Play Episode Listen Later Jul 25, 2024


    Strategies to Eliminate Debt and Supercharge Your Retirement Finances

    strategy retirement cashflow boosting debt free blissful eliminate debt
    Harmony in Planning: Coordinating Estate and Retirement

    Play Episode Listen Later Jul 18, 2024


    Essential Documents for a Solid Foundation in Estate and Retirement Plans

    planning retirement estate retirement plans solid foundation coordinating
    Perfect Timing: Unlocking the Secret of Social Security Benefits

    Play Episode Listen Later Jul 11, 2024


    Discovering the Importance of Your Full Retirement Age (FRA)

    secret discovering unlocking perfect timing social security benefits
    Elevating Employee Savings: Basics of Engaging Employer Plans

    Play Episode Listen Later Jun 27, 2024


    Strategies to Ensure Your Plan Resonates and Engages Your Team

    strategy employees basics engaging employers savings elevating
    Decoding Medicare & Supplements: Timing and Considerations

    Play Episode Listen Later Jun 20, 2024


    When and What to Consider for a Seamless Medicare Experience

    timing medicare considerations supplements decoding
    Rolling Over Right: Master Your Retirement Choices

    Play Episode Listen Later Jun 13, 2024


    Understanding Your Options Before Making the Move

    master choices retirement rolling
    Critical Considerations in Long Term Financial Planning and Retirement Portfolio Management

    Play Episode Listen Later Jun 6, 2024


    Mitigating Risks and Managing Expectations through Return Calculations and Asset Allocation

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    Retirement Focus: Nailing Allocation Strategies

    Play Episode Listen Later May 30, 2024


    Optimal Cash, Stocks, and Bonds Mix for Your Portfolio Success

    strategy retirement stocks nailing allocation

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