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

You may think of ETFs and mutual funds as similar products used to accomplish the same goal, but in reality ETFs and mutual funds have less in common than you may think. Donna and Nathan debunk some common myths about ETFs, and explain how they can be used as part of a balanced portfolio. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve tell the story of the very first consumer credit card, the BankAmericard. 

Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais;  Air Date: 10/30/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

How Do ETFs Work?

Now is the time to start getting your financial ducks in a row in preparation for year end. Donna and Nathan take us through some of the items that should be on your tax planning checklist, including tax loss harvesting, IRA contributions, whether you’ve paid enough taxes for the year, inherited IRA distributions, RMDs, and more. Also on MoneyTalk, understanding your credit score, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 10/29/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Now is the time to start getting your financial ducks in a row in preparation for year end. Donna and Nathan take us through some of the items that should be on your tax planning checklist, including tax loss harvesting, IRA contributions, whether you’ve paid enough taxes for the year, inherited IRA distributions, RMDs, and more. Also on MoneyTalk, understanding your credit score, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 10/29/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Year-End Tax Planning

On MoneyTalk we strive to provide timely and relevant topics to help guide our listeners’ financial decision making. Nathan discusses a bold tail risk hedging strategy, the pros and cons of stock buy backs, and the explores the existential question, what is money?


Host: Nathan Beauvais, CFP®, CIMA®;  Original Air Dates: 7/28/2023, 8/23/2023 & 4/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

On MoneyTalk we strive to provide timely and relevant topics to help guide our listeners’ financial decision making. Nathan discusses a bold tail risk hedging strategy, the pros and cons of stock buy backs, and the explores the existential question, what is money? 
Host: Nathan Beauvais, CFP®, CIMA®; Original Air Dates: 7/28/2023, 8/23/2023 & 4/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Inherited Accounts

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