Shows
Time, Talent, Treasure RadioThe Big Reveal: Announcing Our New NameIn the final episode of our Time, Talent, Treasure Radio rebrand series, Claire Molden returns to the host seat to interview Ben Taatjes for the big moment: the official announcement of our new name. š Ben shares the heart, the process, and the team conversations that led to this meaningful choice, rooted in purpose, growth, and the people we serve.2025-06-1007 min
Time, Talent, Treasure RadioRebranding with Purpose: What Stewardship Means to MattOn this weekās Time, Talent, Treasure Radio, host Ben Taatjes continues the conversation about the firmās upcoming rebrand.Ā Heās joined by financial advisor Matt Hoekstra, who shares his personal view on stewardship and how it shapes the way he serves clients every day.2025-06-0308 min
Time, Talent, Treasure RadioPreparing for Change Guided by StewardshipOn this weekās Time, Talent, Treasure Radio, host Ben Taatjes shares a glimpse into the future of the firmās name change, whatās coming, and why it matters.Ā He also sits down with Tim Mattern to ask a core question: What does stewardship mean to you? Tim offers a heartfelt perspective on what it truly means to guide others with purpose, care, and responsibility.2025-05-2809 min
Time, Talent, Treasure RadioWhat Stewardship Means to Us: A Team PerspectiveThis week on Time, Talent, Treasure Radio, host Ben Taatjes sits down with Claire Molden to ask a simple but powerful question: What does stewardship mean to you?Ā Claire shares her personal perspective on living with purpose and responsibility. This is the first in a special series where Ben will be asking each advisor on the team to reflect on the meaning of stewardship in their work and lives2025-05-2008 min
Time, Talent, Treasure RadioA New ChapterIn a special episode of Time, Talent, Treasure Radio, the tables turn as financial advisor Claire Molden interviews host Ben Taatjes about a major decision: why the firm is changing its name.Ā Ben shares the heart behind the change, what it means for the future, and how it reflects their mission to better serve clients with clarity and purpose.2025-05-1909 min
Time, Talent, Treasure RadioDon't Wait for Someday: Living Your Legacy NowThis week on Time, Talent, Treasure Radio, host Ben Taatjes and Matt Hoekstra talk about helping clients shift their mindset from saving for āsomedayā to realizing that someday is now.Ā They also discuss why you should never pass on wealth without first passing on wisdom and share an eye-opening statistic: the average inheritance is received at 64 years old.Ā 2025-05-0607 min
Time, Talent, Treasure RadioTrust, Transparency, and True Wealth: Wrapping Up Financial Literacy MonthOn this weekās Time, Talent, Treasure Radio, host Ben Taatjes and Tim Mattern close out Financial Literacy Month with an important conversation about trust and understanding in financial planning.Ā They share why it's not enough for clients to trust themāthey also want clients to understand whatās happening with their finances and grasp the key difference between wealth and income.Ā 2025-04-3008 min
Time, Talent, Treasure RadioNavigating Volatility with PurposeThis week on Time, Talent, Treasure Radio, host Ben Taatjes and Matt Hoekstra talk about the current market volatility and why itās crucial to always be prepared. They share how they guide clients with a proactive approach, not reactive fear. Plus a reminder: money is a tool, use it to create experiences, build memories and live life intentionally.2025-04-2208 min
Time, Talent, Treasure RadioToo Much Noise: How Media Overload Can Stress Your Financial MindsetOn this weekās Time, Talent, Treasure Radio, host Ben Taatjes has on Matt HoekstraĀ to unpack a study on how prolonged media exposure can increase stress, especially when it comes to money.Ā They explore why obsessing over one thing (like the market) can actually make you feel worse, and why the best move is often the simplest: make a solid financial plan and stick to it.2025-04-1507 min
Time, Talent, Treasure RadioYour Personal EconomyIn this show of Time, Talent, Treasure radio, host Ben Taatjes is joined by Tim Mattern as they dive into market volatility and continue the conversation on your personal economy. Learn why the #1 thing you can control is your own household, especially in uncertain times.2025-04-0808 min
Time, Talent, Treasure RadioBehind the Credentials: CFPĀ®, CPA & CKAĀ®On this episode of Time, Talent, Treasure Radio, Ben Taatjes and Claire Molden welcome special guest Brenin Molden, CPA, for a conversation about their professional journeys. Claire shares her path to becoming a CFPĀ®, Brenin explains what it takes to earn a CPA designation, and Ben dives into his role as a Certified Kingdom AdvisorĀ®. Learn what these credentials mean, the expertise they bring, and how they help clients make informed financial decisions with confidence and purpose.2025-03-2508 min
Time, Talent, Treasure RadioTax Season CollaborationOn this episode of Time, Talent, Treasure Radio, Ben Taatjes and Claire Molden welcome special guest Brenin Molden, CPA, to explore the differences between Roth and Traditional retirement accounts. They discuss which option is best in todayās tax climate and why many retirees are shocked by their tax bills during tax season. Ben also highlights the importance of financial advisors and CPAs working together to create better tax strategies.2025-03-1108 min
Time, Talent, Treasure RadioNavigating Tax SeasonOn this episode of Time, Talent, Treasure Radio, Ben Taatjes welcomes Claire Molden and special guest Brenin Molden, CPA and partner at Bonnema, Molden, Wrede PLLP. As tax season ramps up, Brenin provides valuable insights on key tax strategies, including Roth conversions and the impact of tax sunsetting.2025-03-0509 min
Time, Talent, Treasure RadioBettering Yourself in 2025 by Reviewing your 2024Tim Mattern, NSSAĀ®Ā speaks with Ben on how you should review your 2024 year and think about what worked and did not work with you and your family then work on what needs to be changed for the year ahead.Ā 2025-01-0707 min
Time, Talent, Treasure RadioReflecting on Year End Charitable GivingIn today's episode of Time, Talent, Treasure radio, Ben Taatjes delves into the meaning behind the Taatjes Financial logo featuring the three T's: Time, Talent, and Treasure. He also reflects on a common trend, waiting until the end of the year for charitable giving. Ben shares how he himself has followed this practice in the past, but from a stewardship perspective, he discusses how giving consistently throughout the year can be more impactful.2024-12-3109 min
Time, Talent, Treasure RadioThe Lesson from a DirtbikeIn today's episode of Time, Talent, Treasure, Ben Taatjes shares a personal story from his youth about purchasing a brand-new dirtbike. What seemed like an exciting acquisition at the time turned out to be a pivotal experience that taught him a valuable lesson, one that continues to shape his life today. Tune in to hear how this childhood moment impacted Ben.2024-12-2408 min
Time, Talent, Treasure RadioYear End MentalityIn this radio show of Time, Talent, Treasure, Ben Taatjes talks about the great success of another Lakes Area Paddle Battle Pickleball tournament. He also dives into year end planning and the kind of mentality that those should have as 2025 is right around the corner.Ā 2024-12-1709 min
Time, Talent, Treasure RadioEnd of Year PlanningOn this Radio show of Time, Talent, Treasure, Ben Taatjes, CKAĀ® gets into end-of-year planning, with a focus on making the most of your charitable giving. With the clock ticking down on 2024, there is still time to make and impact.Ā 2024-12-1007 min
Time, Talent, Treasure RadioRMDs & QCDsIn our newest radio show of Time, Talent, Treasure, Ben Taatjes, CKAĀ® explains what RMDs and QCDs are as this was covered as well in our latest webinar called "The ABCs of RMDs & QCDs". Ben dives into tax implications and how one can steward their wealth using QCDs.2024-11-2609 min
Time, Talent, Treasure RadioGaining Confidence in Your Estate Planning JourneyIn this week's radio show of Time, Talent, Treasure, Matt Hoekstra dives into the common struggles people face when it comes to Estate Planning. He explains how many individuals experience "paralysis by analysis". With Matt's natural ability to listen and problem-solve, he helps clients break through this paralysis by guiding them through different scenarious. Tune in to hear how Matt helps individuals and families gain clarity and confidence in their Estate Planning journey.Ā 2024-11-1907 min
Time, Talent, Treasure RadioThe Importance of Planning During Emotional TimesIn this show of Time, Talent, Treasure radio with Matt Hoekstra, a financial professional with a unique background in psychology, brings a refreshing, people-centered approach to financial planning. Matt explains his understanding that emotion often drives many of our most important decisions - whether in life or in our finances. As part of his financial planning process, Matt works with his clients to answer three fundamental questions: What do I have? What do I need? What do I do with the rest?2024-11-1209 min
Time, Talent, Treasure RadioPaddle Battle Pickleball TournamentJoin us for our 3rd Annual Lakes Area Paddle Battle Pickleball Tournament on Saturday, December 14th starting at 8am! Sponsored by Taatjes Financial Group and Willmar Parks & Rec, will be a day filled with Pickleball fun with all proceeds going to West Central Minnesota Youth for Christ. We can't wait to see you there!2024-11-0508 min
Time, Talent, Treasure RadioWealth Transfer; the Three Essential QuestionsJoin Ben Taatjes, CKAĀ® as he discusses the three essential questions when it comes to Estate Planning and Wealth Transfers: What am I stewarding? What do I need now and in the future to live on? And what do I do with the rest? Discover how to plan wisely to ensure that your assets serve your needs during your lifetime, and learn strategies to allocate what remains effectively.Ā 2024-10-2908 min
Time, Talent, Treasure RadioHaving an Estate Plan is CrucialIn this radio show of Time, Talent, Treasure, Tim Mattern, NSSAĀ® discusses the importance of having an Estate Plan in place. He breaks down three key reasons why you should not wait: how it helps ensure your affairs are in order, how it takes less time and commitment than people think and the potential consequences of leaving decisions to the state when something happens.2024-10-2208 min
Time, Talent, Treasure RadioEstate Planning SimplifiedTim Mattern, NSSAĀ® discusses essential areas of estate planning. From Wills to Power of Attorney to Healthcare directives, Tim breaks down the key components that ensure your loved ones are taken care of when you are no longer able to. Whether you're just starting to think about it or looking to update an existing plan, Tim offers valuable insights into why consulting with an attorney and getting your legal documents in order is crucial.Ā 2024-10-1608 min
Time, Talent, Treasure RadioWealth Transfers and Estate PlanningBen dives deep into the crucial difference between wealth transfer and traditional estate planning. Many Americans recieve their inheritance in their mid to late 60s, but what if that money could have made a difference earlier?2024-10-0809 min
Time, Talent, Treasure RadioLegacy Matters: Navigating Wealth Transfers with a PurposeIn our latest Time, Talent, Treasure radio show, Ben Taatjes discusses how legacy planning is more than just inheritance. Ben talks about this in his book, "Repurposed", the true meaning of legacy, people impact and making the most out of time with your family. He discusses how to steward one's assets while living fully and discovering the importance of transferring wealth with wisdom.2024-10-0108 min
Time, Talent, Treasure RadioThe Psychology of MoneyToday on Time, Talent, Trasure Radio, Matt Hoekstra explores the fascinating psychology of money. Ever wondered why we often feel the sting of loss more acutely than the thrill of gain? Matt delves into the principle of loss aversion, revealing how our brains are wired to react to financial gains and losses.Ā 2024-09-2408 min
Time, Talent, Treasure RadioMoney Matters: Navigating Market Volatility with ConfidenceJoin Claire Molden, CFPĀ® as she delves into making clients feel secure and confident with their finances during unpredictable market times. Discover how Claire uses the innovative eMoney program to help clients visualize various personal and market scenarios, providing clarity and reassurance amidst financial uncertainty.2024-09-1707 min
Time, Talent, Treasure RadioEvery Penny, Every PaycheckIn this segment, Ben Taatjes CKAĀ® discusses the way he looks at retirement plans, the way he handles bussiness's retirement plans and dives into a montra of his, "Every Penny, Every Paycheck".2024-09-0309 min
Time, Talent, Treasure RadioInvesting in an Election YearClaire Molden, CFPĀ® joins us to talk about what you will learn on our next webinar, Investing in an Election Year: Finding Clarity During Volatile Political and Market Seasons which is coming-up this Thursday at 12pm Central.2024-03-1908 min
Time, Talent, Treasure RadioPowell's Pivot: Dovish Fed Sees Rate Cuts in ā24For much of 2023, the financial markets had anticipated the Fed would drop rates in 2024. The table below was from October 2023, when market watchers anticipated two rate cuts in 2024. But two weeks later, at its November meeting, Powell said the Fed had no interest in cutting rates anytime soon. Ben Taatjes breaks-down how this affects investors and ways we consider market news.2023-12-1910 min
Time, Talent, Treasure RadioPickleball For a Cause!Sean Levesque from Youth for Christ is in-studio to talk about the 2nd Annual Lakes Area Paddle Battle Pickleball Tournament and all the wonderful work YFC does for our community.Ā Ā 2023-12-0508 min
Time, Talent, Treasure RadioStewardship With Your InvestmentsThe 2nd Annual Lakes Area Pickleball Paddle Battle Tournament is coming up on December 9th. Also, It is "Giving Tuesday", this is following Thanksgiving and Black Friday. How you can use tactical and tax smart ways to utilize your investments to donate to charities.Ā 2023-11-2810 minTime, Talent, Treasure RadioCelebrate Thanksgiving by 'Thanks-Living' with GratitudeThe 2nd annual Paddle Battle Pickleball Tournament is coming up on Saturday, December 9th. Ben Taatjes also discusses measuring your gains, not only financially, but in life, compared to where you may have been a year prior.2023-11-2110 minTime, Talent, Treasure RadioIRS Releases 2024 Tax Brackets, Retirement Contribution LimitsThe Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start thinking ahead. Overall, more than 60 provisions have changed. Here are a few of the most critical tax bracket and retirement contribution limit changes.2023-11-1409 minTime, Talent, Treasure RadioDon't Let the Markets Determine Your MoodIn this episode, Ben Taatjes discusses not letting the market fluctuations affect your day to day mood and speaks on end of year strategy. Also, Social Security can be a continual source of income for retirees and to learn more at Tim Mattern's Social Security event next Thursday, November 16th.Ā 2023-11-0710 minTime, Talent, Treasure RadioLooking at the Current Interest Rates in a Positive MannerHow can you use these rates to make your money work for you? In this episode, Ben Taatjes speaks about the higher interest rates, how you can build your wealth to use as income in retirement and making sure that your goals, as a person, are aligned with your money.Ā 2023-10-3109 min
Time, Talent, Treasure RadioSocial Security is the Easiest Retirement Money You Will SpendHaving reoccurring income in retirement is a crucial part of your overall plan. Social Security creates a regular paycheck that, in our experience, clients have had the easiest time spending. In this episode, Ben Taatjes explains the importance of spending versus saving in retirement.Ā 2023-10-2410 min
Time, Talent, Treasure RadioIs Your 401(k) Unknowingly Supporting the Attacks on IsraelIn light of the recent attacks on Israel, many investors may ask, āHow will the markets react and what affect will the war in Israel have on my 401(k)?āĀ While we have to understand and prepare for all types of risks including geopolitical ā another, perhaps more valuable question might be, āWhat affect does my 401(k) have on the war in Israel?ā2023-10-1709 min
Time, Talent, Treasure RadioWill Middle East Tensions Push Rates Higher?The Fedās ongoing pledge of āhigher interest rates for longerā has rattled financial markets and raised the cost of everything from mortgages to credit cards.Ā Now adding to tensions are the recent events in the occupied territories of Israel and Palestine which, in addition to a grievous loss of life, immediately pushed oil prices higher.2023-10-1009 min
Time, Talent, Treasure RadioBond Yields Rise; Government Shutdown LoomsThe bond market drove stock prices for much of last week as investors fretted about rising bond yields. After beginning the week with small gains, stocks resumed their September decline amid weak housing data and a decline in consumer confidence.2023-10-0210 min
Time, Talent, Treasure RadioAdopting an Abundant Mindset with MoneyIn this episode, Ben Taatjes CKAĀ® shares how an abundant mindset paves the way to create, add value to others and not let money have a grip on a person's life.2023-09-2610 min
Time, Talent, Treasure RadioIs Your Financial Advisor More than an Account Manager?Last week Taatjes Financial Group hosted our annual Fall Kick-off Open House. Not only was the open house a wonderful time of great wood-fired pizza and cupcakes, it was a reminder of the deep and meaningful relationships we have with our clients. In this episode, Ben Taatjes CKAĀ® explains the role we desire to play during wonderful and difficult seasons of our clients' lives.2023-09-1810 min
Time, Talent, Treasure RadioInvesting Checklist: Things to Do by Now Autumn is HereBen Taatjes CKAĀ® share three to-doās to check off your list as an investor now that fall is upon us.2023-09-1309 minTime, Talent, Treasure RadioSeptember Stocks Open in Positive Territory Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield. They helped trigger a stock bounce back following Fed Chair Powellās speech at Jackson Hole the previous Friday.2023-09-0510 min
Time, Talent, Treasure RadioStocks Weather Summer Storm of News and IndicatorsRising bond yields, driven primarily by strong economic data and the release of the minutes from Julyās Federal Open Market Committee (FOMC) meeting that pointed toward Fed officialsā potential need to raise rates further, weighed on stocks throughout the week. Ben Taatjes CKAĀ® explains the side-effects of rising interest rates on investor's lives and their portfolios.2023-08-2109 min
Time, Talent, Treasure RadioRisk Profiles and the Cruelty of Math on Portfolios In our experience, many investors tend to forgot how cruel math is on a portfolio when markets go down ā meaning the more portfolio values go down, the greater the returns needed to regain those losses. Ben Taatjes CKAĀ® explains the importance of having the proper risk tolerance and ways to self-manage emotions during turbulent market seasons.2023-08-1410 min
Time, Talent, Treasure RadioEvery Investor Needs to Know These Three Things About Their PortfolioThe stock market is a complex world. While knowing of all the intricacies of investing and the global economic structure are unnecessary, Ben Taatjes, CKAĀ® breaks-down the three key pieces of information you need to know about your own portfolio.2023-08-0709 min
Time, Talent, Treasure RadioThe Fed Raises Rates. Recession Dodged. Are We in the Clear? Even though The Fed raised interest rates by 0.25% last week, the market responded positively Friday with strong earnings data. So, we have dodged a recession yet again. Or, have we? Ben Taatjes, CKAĀ® talks about the possible ālag-effectā when The Fed increases rates and what you need for your portfolio.2023-08-0110 min
Time, Talent, Treasure RadioIs Inflation (Still) Stealing the Joy in Your Life and Retirement? Even though year-to-year inflation rate increases dropped to the lowest reading in over two years, price hikes are still affecting retirees. However, does paying more at grocery stores, restaurants and the gas pump have to derail the joy you experience in your life? Financial Advisor, Matt Hoekstra, not only says no, he also gives the key to battling inflation and a scarcity mindset.2023-07-2512 min
Time, Talent, Treasure RadioWhat if Negative Market Predictions Actually Come True? After all the hubbub regarding an on-coming recession and out-of-control inflation at the beginning of 2023, a much more positive reality has transpired. This highlights the importance of a sound mind for investors not letting fear dominate your decision-making. Financial Advisor, Tim Mattern NSSAĀ®, discusses the mindset you must have NOW even if bad market predictions come true.2023-07-1810 min
Time, Talent, Treasure RadioWasn't There Supposed to be a Recession?In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession. But itās July now, and so far, no recession. It appears that the economy is slipping into an expansion rather than moving toward a recession.2023-07-1109 min
Time, Talent, Treasure RadioHow to Make Every Day Count in RetirementRetirement removes all guardrails in your schedule which used to tell you when to sleep, awake, eat, exercise and work. Ben Taatjes tells us how toĀ make every day count by reconstructing these three rhythms to your day.2023-07-0410 min
Time, Talent, Treasure RadioRetirement Should NOT be Primarily a Financial ConversationOne of the biggest lies we have seen in nearly two decades of helping people retire is the relentless focus on the financials. While having a sound retirement plan is absolutely vital, we believe the narrative on retirement planning should transcend just money.2023-06-2809 min
Time, Talent, Treasure RadioThe Conversation You Need to Have NOW with Family Unfortunately, the wealth transfer process between a deceased parent and their children is often messier and more hurtful than expected. Financial Advisor, Matt Hoekstra has seen too many familiesā relationships suffer due to unmet expectations. Matt explains how to approach this delicate conversation and ways to make sure your family dynamic doesnāt suffer when sifting-out the death of a parent.2023-06-1909 min
Time, Talent, Treasure RadioNow That the Debt Ceiling is Over, What's Next?Now that the debt ceiling negotiations are behind us and President Biden has signed the measure, Ben Taatjes explains what should be on an investor's radar for the months ahead.2023-06-0809 min
Time, Talent, Treasure RadioThree Things you Need to Review this Summer Summer is here and now is a great time to do a financial check-up. Financial Advisor, Kendra Peterson, talks about three areas of your financial plan that may need attention or updating.2023-06-0609 min
Time, Talent, Treasure RadioKnowing Where Your Taxes Go Today we talk about everyoneās favorite topicā¦.taxes! Probably not the case. However, Ben Taatjes discusses this timely topic as government spending continues to increase and debt ceiling negotiations continue. Bottom line, do you know where your taxes are going?2023-05-3010 min
Time, Talent, Treasure RadioThe Company that Supports TFG Ben Taatjes and Jerrid Sebesta reflect on a recent trip to Dallas, TX to visit TFGās home office, Avantax. Avantax is a 1000+ employee company responsible for and dedicated to the smooth and quick financial transactions our clients are accustomed to experiencing.2023-05-2311 min
Time, Talent, Treasure RadioHow Much Cash Do You Have? How Much Cash Do You Have? This is a question weāre asking more than ever to clients for two reasons. First of all, for the first time in many years, cash is creating a solid rate of return. So, having an abundance of cash on-hand may not be the best strategy. And secondly, having large stores of cash may reveal possible red flags for people having too much of a āsomedayā mentality.2023-05-1609 min
Time, Talent, Treasure RadioKey Financial Planning Ages Since weāre celebrating Ben Taatjesā birthday, we cover a number of key financial ages starting with 50 years-old when people can begin catch-up contributions ā ending with 73 years-old, respectively, when RMDs begin and every significant age in between.2023-05-0810 min
Time, Talent, Treasure RadioLatest Inflation Rates and Summer ProjectsAs summer quickly approaches, Ben Taatjes CKAĀ® talks about ways investors can use this time to do "summer projects" along with updated inflation numbers from the U.S. Department of Labor.2023-05-0110 minTime, Talent, Treasure RadioThree Things Retirees Should Consider for Financial Literacy MonthIn light of the final week of Financial Literacy Month, Ben Taatjes gives three specific things retirees can do to help their families and their retirement.2023-04-2410 min
Time, Talent, Treasure RadioTax Season Has Ended, Now What Do I Do? Even though tax season has officially ended, this is an important time for retirees and pre-retirees. Ben Taatjes CKAĀ® gives three specific things you can do to utilize the remainder of 2023 and be better prepared for next yearās tax season.2023-04-1710 min
Time, Talent, Treasure RadioCreating Meaningful Connections with GrandchildrenIn lieu of our next online event, "Grand Connections: Creating Deep, Meaningful Connections with Grandchildren", Ben Taatjes shares two meaningful stories about his grandfather. He also explains the privilege and crucial role grandparents play in a family.2023-04-1010 min
Time, Talent, Treasure RadioWho's Who in Uncertain Times?Ben Taatjes CKAĀ® talks about the protection and regulatory controls of Avantax and National Financial Services, LLC in these uncertain times and we announce our next online seminar, "Grand Connections: Creating Deep, Meaningful Connections with Grandchildren", coming up on April 12th at 11am Central.2023-04-0310 min
Time, Talent, Treasure RadioMaximizing Each Tax Bracket In light of the up-coming tax deadline, Ben Taatjes talks about tax brackets. Maximizing each tax bracket is an important strategy that needs to be a major part in your retirement plan. Retirement planning and tax planning go hand-in-hand. If you need help building a purposeful retirement plan that maximizes each tax bracket in the most tax-efficient way, we can help.2023-03-2709 min
Time, Talent, Treasure RadioFixed-Income Options and the Fall of Silicon Valley Bank Ben Taatjes explains the context behind the fall of Silicon Valley Bank and he breaks-down how fixed-income options can be used by individuals if managed correctly.2023-03-1709 min
Time, Talent, Treasure RadioRetirement Tools: Fixed-Income OptionsAs interest rates have risen over the last year, so have rates-of-return on a number of fixed-income options including treasuries, fixed annuities and municipal bonds. If you are looking for a safe, short-term option, there are many to choose from with a wide variety of terms. Want more information to see if these fixed-rate options are right for you and your retirement plan, please, reach out. We can help.2023-03-1409 min
Time, Talent, Treasure RadioRetirement Tools: The National Social Security AdvisorĀ® CertificationTim Mattern NSSAĀ® shares how earning the National Social Security AdvisorĀ® certification has given him knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.2023-03-0710 min
Time, Talent, Treasure RadioRetirement Tools: The CERTIFIED FINANCIAL PLANNERā¢ Certification Claire Molden, CFPĀ® shares how earning the CERTIFIED FINANCIAL PLANNERā¢ certification has expanded her knowledge, confidence and ability to make purposeful retirement plans for our clients. For more than 30 years, CERTIFIED FINANCIAL PLANNERā¢ certification has been the standard of excellence for financial planners.2023-02-2708 min
Time, Talent, Treasure RadioRetirement Tools: The Certified Kingdom AdvisorĀ® Certification Ben Taatjes explains the ways earning the Certified Kingdom AdvisorĀ® Certification (CKAĀ®) has helped shaped his interactions with clients and potential clients. He goes on the talk about how asking the right questions with the correct worldview is key for fully understanding a client's needs. The Certified Kingdom Advisor designation recognizes individuals who have demonstrated their technical competence as a financial professional, provided evidence of their personal integrity and have committed to providing financial guidance influenced by their biblical worldview.2023-02-2110 min
Time, Talent, Treasure RadioRetirement Tools: eMoney Planning SoftwareBen Taatjes discusses how eMoney software helps us build purposeful retirement plans for our clients. eMoney is a robust program designed for high-end, complex situations. It helps clients see how their assets get turned into consistent cashflow for their retirement. In our experience, when we can help our clients steward their cashflow well, it gives them the confidence and freedom to steward their time and talents more efficiently.2023-02-1408 min
Time, Talent, Treasure RadioTime, Talent or Treasure - What is More Important?Ben Taatjes discusses his experience of asking retirees and pre-retirees the question "What is most important? Time, talent or treasure?" While the answer might be obvious to many people, it brings us a bigger conversation over stewardship and our roles as retirement planners.2023-02-0610 min
Time, Talent, Treasure RadioSECURE Act 2.0: Revised Roth RulesAired Live: January 31st, 2023: Ben Taatjes discusses the revisited Roth rules associated with SECURE Act 2.0. 529 to a Roth. Starting in 2024, pending certain conditions, individuals can roll a 529 education savings plan into a Roth IRA. So if your child gets a scholarship, goes to a less expensive school, or doesn't go to school, the money can get repositioned into a retirement account. However, rollovers are subject to the annual Roth IRA contribution limit. Roth IRA distributions must meet a five-year holding requirement and occur after age 59Ā½ to qualify for the tax-free and penalty-free withdrawal of earnings. Tax-free and penalty-free withdrawals a...2023-02-0210 min
Time, Talent, Treasure RadioSECURE Act 2.0: New Distribution RulesAired Live: January 24th, 2023: Ben Taatjes discusses the new distribution rules associated with SECURE Act 2.0. Catch-Up Contributions.Ā Starting January 1, 2025, investors aged 60 through 63 can make catch-up contributions of up to $10,000 annually to workplace retirement plans. The catch-up amount for people aged 50 and older in 2023 is $7,500. However, the law applies certain stipulations to individuals earning more than $145,000 annually. For more information or to request a meeting, visit www.taatjesfinancial.com2023-02-0209 min
Time, Talent, Treasure RadioSECURE Act 2.0: New Distribution RulesAired Live: January 17th, 2023: Ben Taatjes discusses the new distribution rules associated with SECURE Act 2.0. RMD age will rise to 73 in 2023. By far, one of the most critical changes was increasing the age at which owners of retirement accounts must begin taking required minimum distributions (RMDs). And starting in 2033, RMDs may begin at age 75. If you have already turned 72, you must continue taking distributions. But if you are turning 72 this year and have already scheduled your withdrawal, we may want to revisit your approach. For more information or to request a meeting, visit www.taatjesfinancial.com2023-02-0210 min
Tristan TaatjesEbolaPart 1 2019-06-2102 minTristan TaatjesJames Holzhauerwe talk about his impressive time on Jeopardy 2019-06-0608 minTristan TaatjesShark AttacksKevin Show on Shark Attacks 2019-05-3008 minTristan TaatjesSoda TaxThis Podcast is a slight debate about Sugary Drink tax 2019-05-2312 minTristan Taatjestrade wartrade war between the US and CHina 2019-05-1606 minTristan TaatjesCollege Scandaltalk about the college scandal 2019-04-1707 minTristan TaatjesElectoral CollegeElectoral College 2019-04-0305 minTristan TaatjesCycloneThe cyclone that hit mozambique. 2019-03-2806 minTristan TaatjesNew Zealand shootingPodcast
2019-03-2107 minTristan TaatjesPlane CrashBoeing 737 Max 8 crash 2019-03-1409 minTristan TaatjesTornadoThe tornado that hit Alabama 2019-03-0707 minTristan TaatjesVaccinesLatest episode of Tristan Taatjes2019-02-2011 minTristan TaatjesThe Brazil DamLatest episode of Tristan Taatjes2019-02-1410 minTristan TaatjesMissile DefenseLatest episode of Tristan Taatjes2019-02-0710 minTristan TaatjesSuperBowlLatest episode of Tristan Taatjes2019-01-3109 minTristan TaatjesThe Government Shutdown2019-01-1709 minTristan TaatjesIndonesia TsunamiLatest episode of Tristan Taatjes2019-01-1008 minTristan TaatjesEpisode 8Sentenal Island2018-12-2007 minTristan TaatjesEpisode 6Sentenal Island2018-12-2007 minTristan TaatjesEpisode 4Latest episode of Tristan Taatjes2018-12-1911 minTristan TaatjesElon MuskIn this episode we talk about AI, electric cars and solar power2018-12-1413 minTristan TaatjesCalifornia WildfireWe talk about the California wildfire , but ran out of time.2018-12-1403 min