The shift from do-it-yourself financial planning to seeking the help of an advisor typically happens as you approach retirement, but other common triggers are unplanned life events, like inheriting money. Donna and Nathan discuss the rules and considerations around inheriting different types of financial accounts. Also on MoneyTalk, explaining the primary four payroll withholding, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 7/9/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The shift from do-it-yourself financial planning to seeking the help of an advisor typically happens as you approach retirement, but other common triggers are unplanned life events, like inheriting money. Donna and Nathan discuss the rules and considerations around inheriting different types of financial accounts. Also on MoneyTalk, explaining the primary four payroll withholding, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/9/2024. 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!

Inherited Accounts

The unfortunate truth is that most people are not saving enough in their early working years, when their dollars make the greatest impact on their future retirement portfolio, and each decade that passes brings its own unique set of demands on your finances. Donna takes us through the evolution of our financial needs throughout the decades.


Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 8/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The unfortunate truth is that most people are not saving enough in their early working years, when their dollars make the greatest impact on their future retirement portfolio, and each decade that passes brings its own unique set of demands on your finances. Donna takes us through the evolution of our financial needs throughout the decades. 
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The Evolution of Financial Priorities

On this episode, Donna and Nathan discuss umbrella insurance, and how to reinforce responsible use of credit cards with adult children. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 8/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

On this episode, Donna and Nathan discuss umbrella insurance, and how to reinforce responsible use of credit cards with adult children. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Umbrella Insurance & Kids with Credit Cards

On this episode of MoneyTalk, Nathan takes us back to basics to make sense of topics that some find confusing, including: workplace accounts, investment vehicles, investment categories, and more.


Host: Nathan Beauvais, CFP®, CIMA®;  Air Date: 7/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

On this episode of MoneyTalk, Nathan takes us back to basics to make sense of topics that some find confusing, including: workplace accounts, investment vehicles, investment categories, and more. 
Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Inherited Accounts

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