As you approach retirement, you may feel that knot in your stomach telling you that there are actions you should be taking to prepare, but defining those actions can be a daunting task. Donna walks us through 10 steps you can take as you prepare for retirement, including: maxing out your contributions, shifting your allocations, taking inventory of your retirement accounts, developing a realistic picture of your day to day retirement, and more.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 4/21/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Weekdays
7p-8p

Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.

Sowa Financial Group Inc.

24 Albion Rd. Ste. 340

Lincoln, RI 02865

(401) 434-8090

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org">www.FINRA.org</a> + <a href="http://www.SIPC.org">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

Don Sowa's MoneyTalk

The MoneyTalk team is back with original programming every weeknight at 7pm on WPRO. To listen any time, hear our latest episodes below, or subscribe to "Don Sowa's MoneyTalk" wherever you get your podcasts!

The MoneyTalk team is back with original programming every weeknight at 7pm on WPRO. To listen any time, hear our latest episodes below, or subscribe to "Don Sowa's MoneyTalk" wherever you get your podcasts!

10 Steps to Retire Well 

There are few periods in the 20th century that were more impactful to the global economy than the Iranian oil crisis and the revolution that followed. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of how Iran seized control of their oil industry from the British, and the ripple effects that it caused across the globe.

Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Special Guest: Daniel Sowa;  Air Date: 3/18/2026; Original Air Date: 8/6/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

The Iranian Oil Crisis

Ever since the advent of index funds and ETFs, the industry has debated the value provided by mutual fund managers, especially with passive alternatives available at lower cost to investors. Donna and Nathan consult the data and discuss the benefits and drawbacks of active and passive investments. Also, on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/17/2026; Original Air Date: 12/20/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

Ever since the advent of index funds and ETFs, the industry has debated the value provided by mutual fund managers, especially with passive alternatives available at lower cost to investors. Donna and Nathan consult the data and discuss the benefits and drawbacks of active and passive investments. Also, on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg; &amp; Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 3/17/2026; Original Air Date: 12/20/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

Active vs. Passive Management

If you are within 10 years of retirement, you need to start planning more intentionally for the transition ahead of you, and the best place to start is figuring out what questions you will need answers to. Donna and Nathan cover some of the questions you’ll need to consider on the run up to retirement. Also on MoneyTalk, how AI is reshaping our daily lives, when is it too late to catch up on retirement savings, is it wrong to respond to market volatility, and more.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®;  Air Date: 3/16/2026; Original Air Date: 8/14/2023. Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

10 Steps to Retire Well

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