Letâs be honest, none of us like thinking about our mortality, and this blind spot can often lead to procrastination with addressing important estate planning matters. Donna and Nathan discuss some of the more common estate planning mistakes and some simple steps you can take to ensure that your assets are protected for the long haul. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®;  Air Date: 7/31/2025; Original Air Date: 7/25/2024. 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!

Estate Planning Pitfalls

Retirement planning is a life-long endeavor, and ruminating over the financial question marks that linger in the back of our minds can weigh on us over time. Donna and Nathan discuss retirement planning issues that keep people up at night, including whether or not their money will last, how to pay for long term care, sorting out financial clutter, and much more. Also, on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/5/2026; Original Air Date: 8/29/2023. 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!

Retirement planning is a life-long endeavor, and ruminating over the financial question marks that linger in the back of our minds can weigh on us over time. Donna and Nathan discuss retirement planning issues that keep people up at night, including whether or not their money will last, how to pay for long term care, sorting out financial clutter, and much more. Also, on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg; &amp; Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 3/5/2026; Original Air Date: 8/29/2023. 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!

Don’t Lose Sleep Over Money

Cash gifting to family members in need is exceedingly common in our inflated economy, but if you are planning on offering monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also, on MoneyTalk, managing portfolio risk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/3/2026; Original Air Date: 11/21/2024. 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!

Cash gifting to family members in need is exceedingly common in our inflated economy, but if you are planning on offering monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also, on MoneyTalk, managing portfolio risk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg; &amp; Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 3/3/2026; Original Air Date: 11/21/2024. 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!

Gift Tax Misconceptions

You may have heard of the 4% Rule, which suggests 4% as the maximum sustainable rate of withdrawal from your retirement accounts, but over recent years the goal posts have been shifting, leading some to question the validity of this classic rule of thumb. Donna offers insights from experts on what rate of withdrawal makes sense based on current and projected cost of living, and the importance of building flexibility into your retirement plan. Also on MoneyTalk, things should you be focusing on during your last year before retirement.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 3/2/2026; Original Air Date: 8/25/2025. 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!

Estate Planning Pitfalls

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