Social Security is one of those universal retirement topics that touches just about everyone, and as such we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the program’s implementation. Also on MoneyTalk, lessons from Hans Roseling’s book, “Factfullness: Ten Reasons Why We’re Wrong About the World, and Why Things Are Better Than You Think.”

Host: Nathan Beauvais, CFP®, CIMA®;  Air Date: 5/10/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Social Security is one of those universal retirement topics that touches just about everyone, and as such we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the program’s implementation. Also on MoneyTalk, lessons from Hans Roseling’s book, “Factfullness: Ten Reasons Why We’re Wrong About the World, and Why Things Are Better Than You Think.” Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 5/10/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio 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!

A Guide to Social Security

You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternate paths. Donna and Nathan discuss new options for unused 529 savings made available through the SECURED Act 2.0. Also on MoneyTalk, positive trends in retirement account participation, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 5/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternate paths. Donna and Nathan discuss new options for unused 529 savings made available through the SECURED Act 2.0. Also on MoneyTalk, positive trends in retirement account participation, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Repurposing Your 529 Funds

Some approach retirement planning as a set -it-and-forget-it process, while others take an overly tactical approach, but a strategic retirement plan is a delicate balance of patience and prudent rebalancing. Donna and Nathan discuss some examples of calculated retirement planning moves intended to keep you on track for meeting your financial goals. Also on MoneyTalk, values-based retirement lifestyle planning, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 5/23/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Some approach retirement planning as a set -it-and-forget-it process, while others take an overly tactical approach, but a strategic retirement plan is a delicate balance of patience and prudent rebalancing. Donna and Nathan discuss some examples of calculated retirement planning moves intended to keep you on track for meeting your financial goals. Also on MoneyTalk, values-based retirement lifestyle planning, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/23/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Retirement Planning Moves

Investing and risk go together like peas and carrots, and one of the jobs of your advisor is to weigh these risks against one another to develop a strategy that fits your particular investment profile. Donna discusses the process of weighing sequence of returns risk against the risk of market exposure. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 5/21/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Investing and risk go together like peas and carrots, and one of the jobs of your advisor is to weigh these risks against one another to develop a strategy that fits your particular investment profile. Donna discusses the process of weighing sequence of returns risk against the risk of market exposure. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/21/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

A Guide to Social Security

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