In this episode of Don Sowa's MoneyTalk, Nathan discusses important topics when choosing a financial planner. Also, on MoneyTalk, Nathan shares some of his favorite reads that has helped educate him throughout his years in the industry. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/20/2026. 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!