With spending cuts taking place at nearly all levels of government, many soon-to-be retirees are being prompted to claim their Social Security benefits early, potentially accelerating the timeline in which the system reaches insolvency. Donna and Nathan discuss how this trend may impact peoples’ ability to retire, and what measures are being considered to create a more sustainable safety net for our nation’s seniors. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 4/29/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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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 Run on Social Security

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!

Closing in on Retirement

Estate planning can be complex, or as simple as naming beneficiaries on your IRA, so even if your situation seems straightforward, if you own assets, you need an estate plan. Nathan welcomes back estate attorney and longtime friend of the show, Andy Nault, to discuss the different ways wills, trusts, and other legal arrangements can be structured to ensure your assets end up in the right hands after you pass way. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Andy Nault, Brule Nault & Hainley; Air Date: 3/13/2026. 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!

Estate planning can be complex, or as simple as naming beneficiaries on your IRA, so even if your situation seems straightforward, if you own assets, you need an estate plan. Nathan welcomes back estate attorney and longtime friend of the show, Andy Nault, to discuss the different ways wills, trusts, and other legal arrangements can be structured to ensure your assets end up in the right hands after you pass way. Host: Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Special Guest: Andy Nault, Brule Nault &amp; Hainley; Air Date: 3/13/2026. 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!

Intro to Estate Planning

People often use commodities as a portfolio diversifier or a hedge against inflation, and while this can be true for some materials, commodities vary broadly so knowing what types to use can be a challenge. Nathan discusses how different commodities move in relation to the markets, and how to properly use them for diversification. Also, on our MoneyTalk Moment in Financial History we discuss one of the earliest and most consequential financial bubbles of all time, the South Sea Bubble.

Host: Nathan Beauvais, CFP®, CIMA®, CPWA®;  Air Date: 3/11/2026. 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!

A Run on Social Security

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