Having property passed down to you may sound like good fortune, but handling it properly is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, year-end gifting dos and don’ts, and understanding your payroll withholdings.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 12/16/2024; Original Air Dates: 6/6/2024, 7/9/2024 & 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk 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!

Inheriting a Home

2024 will be remembered as a year of change, many of which may have a direct impact on your retirement. Donna and Nathan discuss some of these shifts, including: Trump’s return to the Whitehouse, rising Medicare premiums, the trend of partial retirement, increasing concern over Social Security insolvency, and the acceleration of the Great Wealth Transfer. Also on MoneyTalk, what to do if you were impacted by the RI Bridge hack, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 12/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

How Retirement Has Changed

Believe it or not, 150 years ago the average male only lived to age 65 and most worked until they died, so the idea of retirement is still a relatively new concept. Donna and Nathan discuss this and other retirement revelations outlined in Ben Carlson’s book, “Everything’s You Need to Know About Retirement”. 

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/13/2024; Original Air Date: 9/28/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Retirement Made Simple

Warren Buffett remains one of the most seasoned and prolific investors, and with over 7 decades of experience, we can learn much from his wisdom on the markets. Donna and Nathan discuss lessons shared by the Oracle of Omaha himself. Also on MoneyTalk, dividend paying ETFs and who they are right for, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/12/2024; Original Air Date: 4/18/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Inheriting a Home

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