Americans are always seeking opportunities to save on their taxes, and with healthcare costs for retirees continuing to rise, medical expenses are an often untapped area for tax savings. Donna and Nathan discuss how to identify which medical expenses are deductible, and which are not. Also on MoneyTalk, questions you should ask your financial advisor, and some unique retirement lifestyle choices.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 8/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Americans are always seeking opportunities to save on their taxes, and with healthcare costs for retirees continuing to rise, medical expenses are an often untapped area for tax savings. Donna and Nathan discuss how to identify which medical expenses are deductible, and which are not. Also on MoneyTalk, questions you should ask your financial advisor, and some unique retirement lifestyle choices. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/22/2024. 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!

Deductible Medical Expenses

Taxes tend to be a leading decision maker for voters, and with both sides of the divide stirring up disinformation about the opposition’s tax policies this election season, many are left unclear about the true fiscal agendas at play. Donna and Nathan walk us through the details of some of the more consequential tax proposals circulating during during the 2024 election. Also on MoneyTalk, strategies for catching up on retirement savings, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 8/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Taxes tend to be a leading decision maker for voters, and with both sides of the divide stirring up disinformation about the opposition’s tax policies this election season, many are left unclear about the true fiscal agendas at play. Donna and Nathan walk us through the details of some of the more consequential tax proposals circulating during during the 2024 election. Also on MoneyTalk, strategies for catching up on retirement savings, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Who’s Tax Policy Will Win?

When leaving a job, many people choose to roll over their existing 401(k) to an IRA, but what you may not know is that there can be benefits to leaving your money where it is. Donna takes us through some of the considerations when deciding what to do with your old 401(k). Also on MoneyTalk, how to determine if you need long-term care  insurance, and the benefits of having a trust.


Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 8/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

When leaving a job, many people choose to roll over their existing 401(k) to an IRA, but what you may not know is that there can be benefits to leaving your money where it is. Donna takes us through some of the considerations when deciding what to do with your old 401(k). Also on MoneyTalk, how to determine if you need long-term care insurance, and the benefits of having a trust. 
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

What Do I Do With My 401(k)?

The Department of Labor is embroiled in a legal dispute with the insurance industry over legislation aimed at protecting consumers from inappropriate annuity sales practices. Donna and Nathan discuss both sides of the debate and explain why they believe the case against annuities may be being oversold. Also on MoneyTalk, who should be working with a financial advisor, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 8/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The Department of Labor is embroiled in a legal dispute with the insurance industry over legislation aimed at protecting consumers from inappropriate annuity sales practices. Donna and Nathan discuss both sides of the debate and explain why they believe the case against annuities may be being oversold. Also on MoneyTalk, who should be working with a financial advisor, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Deductible Medical Expenses

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