Money In Motion with Klaas Financial

The 50-Day Warning: Tax Strategies to Execute Before 2027, Why Waiting Until January Can Be An Expensive Mistake

The CIO's Year-End Briefing: Navigating "Recency Bias" and Tax-Loss Strategies

Annuities: Solution or Sales Pitch?

The Rules That Never Change: Five Financial Planning Principles That Matter in Every Market and Every Stage of Life

Follow the Incentives: Why Compensation Matters in Financial Services and How Incentives Can Influence Behaviors

The Psychology of Wealth: Why Smart People Make Poor Financial Decisions

Passing Wealth with Purpose

Beyond the Match: Getting More from Your Company’s 401(k)

A company retirement plan can be much more than just an employee benefit. In this episode, Shawn speaks with Aaron Schueller, the new leader of the Klaas 401(k) division at Klaas Financial, along with C.J. Klaas, about how employers can transform their 401(k) plans into powerful tools for attracting talent, improving employee retention, enhancing financial wellness, and supporting long-term business goals. The conversation explores common opportunities employers may be overlooking, including automatic enrollment, plan design reviews, employee education, participation strategies, fiduciary responsibilities, and retirement planning benefits for business owners themselves. You'll learn: Why the best retirement plans go far beyond employer matching contributions How plan design can improve employee participation and savings rates The role of automatic enrollment and automatic escalation features Ways retirement plans can help recruit and retain key employees What fiduciary responsibility means for employers Why employee education is critical to retirement success Key warning signs that it may be time to evaluate your current plan Practical questions every employer should ask during a retirement plan health check Whether you're a business owner, HR professional, or decision-maker responsible for employee benefits, this episode provides valuable insights into building a retirement plan that works better for both your employees and your business. Listen now to discover how a strategic approach to your 401(k) can create lasting value for everyone involved and truly go beyond the match.

Tax Alpha: The Hidden Return Most Investors Overlook

Protecting What You've Built