When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement”, to discuss perspectives from thought leaders on what contributes to a truly successful retirement.

Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Special Guest: Christine Benz, Morningstar; Air Date: 1/23/3026; Original Air Date: 11/1/2024. 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!

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 Retire Happy

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/023d6166-055c-4ba1-b1ce-b3df01574db1/transcript

People often have confusion around about how and when a Roth conversion should be used, which is why there is clear methodology professionals use to help make these decisions. Nathan explains the three goals advisors consider when deciding whether to do a Roth conversion: lower taxes over time, lower withdrawals from retirement accounts, and higher tax adjusted assets to pass down. Also, on our MoneyTalk Moment in Financial History we cover the story of Black Friday 1869.

Host: Nathan Beauvais CFP®, CIMA®, CPWA®;  Air Date: 1/28/2026. 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!

The 3 Goals of a Roth Conversion

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/bc41e412-b195-49bf-a62c-b3e2013cd54f/transcript

If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but a growing number of Americans today receive income from multiple sources, each of which may be taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales. Also, on MoneyTalk, when to consider a Roth conversion, and how IRRMA impacts Medicare premiums. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/26/2026; Original Air Date: 4/9/2024. 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!

If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but a growing number of Americans today receive income from multiple sources, each of which may be taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales. Also, on MoneyTalk, when to consider a Roth conversion, and how IRRMA impacts Medicare premiums. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg; &amp; Nathan Beauvais CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 1/26/2026; Original Air Date: 4/9/2024. 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!

Different Taxes for Different Income

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/c2866f83-6a45-4584-b2bd-b3e0016b9583/transcript

In today’s inflated economy, it’s rare to find a financially independent young adult, but supporting your children without healthy boundaries is a sure way to stunt their growth and potentially threaten your retirement goals. Donna and Nathan discuss how to provide balanced financial assistance to your kids without sacrificing your own future security. Also, on MoneyTalk, why some retirees are getting a higher tax bill than they planned for, and how to know if you need a trust. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/22/2026. 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!

In today&rsquo;s inflated economy, it&rsquo;s rare to find a financially independent young adult, but supporting your children without healthy boundaries is a sure way to stunt their growth and potentially threaten your retirement goals. Donna and Nathan discuss how to provide balanced financial assistance to your kids without sacrificing your own future security. Also, on MoneyTalk, why some retirees are getting a higher tax bill than they planned for, and how to know if you need a trust. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg; &amp; Nathan Beauvais CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 1/22/2026. 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!

Striking a Balance with Financial Support

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/db83fc93-5401-4938-8ef0-b3df01502930/transcript

How to Retire Happy

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