Inheriting money can be a blessing, however depending on your relationship to the deceased and the account type, the rules on how you are taxed can be dramatically different. Donna and Nathan discuss stepped-up basis, non-spousal inherited IRA distributions, the 10 year rule, and more. Also on MoneyTalk, ways to catch up on your savings, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®;  Air Date: 5/7/2026; Original Air Dates: 7/9/2024 & 8/27/2024. 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!

Inheriting Accounts

One of the leading economic pain-points of recent years has been interest rates, but is today’s rate environment really that high from a historical perspective? Nathan takes us through the history of interest rates in the US, from the instability of the pre-central bank era, through the post-pandemic inflation. Also on MoneyTalk, overactive trading, real estate investing, and more.

Host: Nathan Beauvais CFP®, CIMA®, CPWA®;  Air Date: 5/8/2026. 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!

Putting Interest Rates in Perspective

Today on MoneyTalk, Donna discusses Roth Conversions, Custodial Roth IRAs, sources of the K-shaped economy, 60-day rollovers, debt consolidation, and new 401K features. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/11/2026. 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!

Today on MoneyTalk, Donna discusses Roth Conversions, Custodial Roth IRAs, sources of the K-shaped economy, 60-day rollovers, debt consolidation, and new 401K features. Host: Donna Sowa Allard, CFP&reg;, AIF&reg;; Air Date: 5/11/2026. 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!

MoneyTalk Soup

Today we have been seeing a decrease in the supply of CPAs, leaving more and more taxpayers on their own to prepare their filings. Donna and Nathan offer some DIY tax filing best practices to take a like bit of the stress out of your tax season. Also, on MoneyTalk, 7 lessons for new retirees, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/7/2026. 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!

Today we have been seeing a decrease in the supply of CPAs, leaving more and more taxpayers on their own to prepare their filings. Donna and Nathan offer some DIY tax filing best practices to take a like bit of the stress out of your tax season. Also, on MoneyTalk, 7 lessons for new retirees, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg; &amp; Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 5/7/2026. 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!

Inheriting Accounts

In 1 playlist(s)

Don Sowa's MoneyTalk

Social links

Follow podcast

Recent clips