Financial advisors live in a world of numbers, but when it comes to determining client suitability and risk tolerance, a fiduciary must go beyond the numbers to explore the qualitative factors that drive decision making. Donna and Nathan dive into the realm of behavioral finance to help you better understand the psychology behind how you spend and save, and the biases that help to form your money habits. Also on MoneyTalk, Stock Trivia: Battle of the Sowas.  

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®;  Air Date: 9/24/2026; Original Air Date: 3/28/2024. 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!

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!

Changing Your Money Mindset

That 10 year stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you to your goal, and how you choose to focus your efforts and resources will make all the difference. Donna runs through 10 questions you should be asking yourself when planning for your final approach to retirement. Also on MoneyTalk, top retirement mistakes to avoid.  

Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 9/28/2026; Original Air Dates:  9/23/2024. 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 Final Approach to Retirement

When dealing with insurance companies it can often feel the chips are stacked against you, and it’s the insurance adjuster’s job to even the scales. Nathan welcomes Andy Gurczak, Founder and CEO of Allcity Adjusting, back to the show to discuss state property insurance laws, mistakes people make during the claims process, and strategies used by public adjusters to ensure customers get a fair settlement.  

Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Special Guest: Andy Gurczak;  Air Date: 9/25/2026; Original Air Date: 2/28/2025. 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!

Playing Offense in the Insurance Game

You have likely heard of the three primary US stock indices, the Dow Jones Industrial Average, the S&P500 and the Nasdaq, but many people don’t have a clear understanding of which they should be following, and when. Nathan discusses the differences between the Big Three, and why each one is uniquely important to the overall market. Also on our MoneyTalk Moment in Financial History, Nathan and Daniel explain how Great Britain turned one of the first joint stock companies into a commercial empire: the story of the British East India Company.

Host: Nathan Beauvais CFP®, CIMA®, CPWA®;  Guest: Daniel Sowa; Air Date: 9/23/2026; Original Air Dates: 9/8/2023 & 2/26/2025. 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!

Changing Your Money Mindset

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