As Americans jump from job to job more frequently, the tendency to cash out their small 401(k) rather than rolling it over increases, adding to our already declining national savings rate. Donna and Nathan discuss how one proposal that’s been circulating aims to address this problem, the lifetime savings account. Also on MoneyTalk, the problem with financial advice on social media, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 10/24/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

As Americans jump from job to job more frequently, the tendency to cash out their small 401(k) rather than rolling it over increases, adding to our already declining national savings rate. Donna and Nathan discuss how one proposal that’s been circulating aims to address this problem, the lifetime savings account. Also on MoneyTalk, the problem with financial advice on social media, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 10/24/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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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!

Is it Time for 401(k)s to Evolve?

Many Americans today use rental properties to generate passive income, and although this can be a great way to offset the high cost of living, it can also add complexity to your tax situation. Donna and Nathan discuss considerations when managing taxes on rental income. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Original Air Date: 6/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Many Americans today use rental properties to generate passive income, and although this can be a great way to offset the high cost of living, it can also add complexity to your tax situation. Donna and Nathan discuss considerations when managing taxes on rental income. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Original Air Date: 6/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Rental Property Taxes

Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building out their estate plan.


Host: Donna Sowa Allard, CFP®, AIF®; Original Air Date: 11/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building out their estate plan. 
Host: Donna Sowa Allard, CFP®, AIF®; Original Air Date: 11/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Getting Started With Estate Planning

Statistics show that one member of each retired couple will need some sort of end of life care, and your standard health coverage may fall short of those needs. Donna and Nathan discuss the mechanics of long term care insurance policies, and how to determine what kind of policy may be right for you. Also on MoneyTalk, the challenges of retiring in a down market, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 10/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Statistics show that one member of each retired couple will need some sort of end of life care, and your standard health coverage may fall short of those needs. Donna and Nathan discuss the mechanics of long term care insurance policies, and how to determine what kind of policy may be right for you. Also on MoneyTalk, the challenges of retiring in a down market, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 10/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Is it Time for 401(k)s to Evolve?

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