Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of a formal vetting process. Donna and Nathan discuss the questions you should ask when shopping around for a new financial advisor.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 3/21/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of a formal vetting process. Donna and Nathan discuss the questions you should ask when shopping around for a new financial advisor. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 3/21/2024. 
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!

How to Interview an Advisor

Investing and risk go together like peas and carrots, and one of the jobs of your advisor is to weigh these risks against one another to develop a strategy that fits your particular investment profile. Donna discusses the process of weighing sequence of returns risk against the risk of market exposure. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 5/21/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Investing and risk go together like peas and carrots, and one of the jobs of your advisor is to weigh these risks against one another to develop a strategy that fits your particular investment profile. Donna discusses the process of weighing sequence of returns risk against the risk of market exposure. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/21/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Weighing Your Risks

On the MoneyTalk show or mission has long been to serve the community by promoting financial education, but we also like to acknowledge the organizations out there serving the health and welfare of our community directly every day. Nathan invites to the show Meghan Grady, Executive Director of Meals On Wheels of RI, to discuss the important work being done by their organization to improve the lives of those who need it most. Also on MoneyTalk, judging tail risk hedging strategies.

Host: Nathan Beauvais, CFP®, CIMA®;  Guest: Meghan Grady;  Air Date: 5/17/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

On the MoneyTalk show or mission has long been to serve the community by promoting financial education, but we also like to acknowledge the organizations out there serving the health and welfare of our community directly every day. Nathan invites to the show Meghan Grady, Executive Director of Meals On Wheels of RI, to discuss the important work being done by their organization to improve the lives of those who need it most. Also on MoneyTalk, judging tail risk hedging strategies. Host: Nathan Beauvais, CFP®, CIMA®; Guest: Meghan Grady; Air Date: 5/17/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Fighting Hunger Right Here at Home

For nearly 9 decades, Social Security has been a critical part of the US retirement system, but like most entitlement programs, its inherent complexity requires thoughtful planning if you hope to use it to its full advantage. Donna takes us through Social Security planning strategies for those approaching eligibility age. Also on MoneyTalk, SECURE Act 2.0 changes to RMD age, inherited IRA distributions, stepped-up cost basis for trusts, and Roth conversions.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 5/20/2024. 

Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

For nearly 9 decades, Social Security has been a critical part of the US retirement system, but like most entitlement programs, its inherent complexity requires thoughtful planning if you hope to use it to its full advantage. Donna takes us through Social Security planning strategies for those approaching eligibility age. Also on MoneyTalk, SECURE Act 2.0 changes to RMD age, inherited IRA distributions, stepped-up cost basis for trusts, and Roth conversions.
Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 5/20/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

How to Interview an Advisor

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