With over $13 trillion held in IRAs today, they are far and away the most popular retirement savings vehicle, but with their ever changing and complex set of rules, costly IRA mistakes remain exceedingly common. Donna discusses some of the top IRA mistakes made by retirement savers, and how to avoid them.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 12/30/2024; Original Air Date: 10/16/2023. 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!

IRA Mistakes

Real estate is the only asset class that has historically kept up with stocks, but investing in property can be time consuming and expensive, that is unless you invest in REITs. Nathan and Steve discuss the different types of Real Estate Investment Trusts, how they work, and the benefits and drawbacks of passive real estate investing. Also, on our MoneyTalk Moment in Financial History we cover the controversial legacy of âThe Match Kingâ, Ivar Kreuger, who was responsible for many of the financial products we still use today, as well as one of the biggest Ponzie schemes of the 20th century.

Hosts: Nathan Beauvais CFPÂ®, CIMAÂ® & Steven Beauvais;  Air Date: 5/28/2025; Original Air Dates: 8/16/2023 & 12/27/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Should You Invest in REITs?

The passing of the One Big Beautiful Bill by the House has garnered much attention for its tax implications, but another focus area of the bill that will impact millions of Americans is Medicare. Donna and Nathan discuss how to prepare for the changes coming down the pike for Medicare beneficiaries and providers due to the new budget bill. Also on MoneyTalk, upcoming changes to IRA catch-up contribution rules stemming from the SECURE Act 2.0, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 5/27/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

One Big Beautiful Benefit Cut

If you are one of the millions of Americans who doesn’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. 

Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais;  Special Guest: Paul Brule;  Air Date: 5/23/2025; Original Air Date: 3/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

IRA Mistakes

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