As we age, it’s only natural to look to the next generation with hopes that they won’t make the same mistakes that we did. Donna and Nathan reflect on the lessons we can impart on millennials as they struggle to pave their way through the challenges of today’s world. Also on MoneyTalk, developing a diversification mindset, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/26/2024; Original Air Dates: 4/30/2024 & 5/16/2024. 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!

An Open Letter to Millennials

The Roth 401k is a relatively new option in employer sponsored plans, but its popularity has quickly skyrocketed, and for good reason. Nathan discusses why the Roth 401k has been so widely adopted, and who should be taking advantage of it. Also on MoneyTalk, Nathan walks us through the phases of retirement, and Stock Trivia: Two Truths and a Lie.

Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 12/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Roth 401Ks in High Demand

The 0% interest rates of the past few decades made funding home projects easy, but today that easy money environment is long gone, leaving many homeowners struggling to decide which resources to tap. Donna and Nathan discuss funding challenges amid high interest rates. Also on MoneyTalk, niche retirement communities, and the good and the bad of fintech.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 12/23/2024; Original Air Dates: 3/7/2024 & 4/25/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Finding the Funding

Henry Ford is credited for his innovative use of the assembly line, his obsession with maximizing efficiency, and spearheading the five day work week, but there’s a much darker layer to Ford’s legacy highlighted by abuse and neglect for the welfare of his workers. On this edition of our MoneyTalk Moment in Financial History, Nathan and Steve take us through the history of one of the Industrial Revolution’s greatest contributors, Henry Ford.

Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais;  Air Date: 12/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

An Open Letter to Millennials

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