Finding a new advisor is all about seeking compatibility, and as much as investment philosophy and personality matter, age tends to be one of the factors that weighs heavily on the decision-making process. Donna and Nathan discuss how experience and relatability impact peoples’ choice when selecting a financial advisor. Also, on MoneyTalk, planning for the risks you won’t see coming, responsible use of credit cards for kids, and celebrity estate planning horror stories. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/23/2026; Original Air Dates: 7/20/2023, 7/2/2024 & 7/11/2024. 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!