Navigating taxes doesn’t end when your 9-to-5 does, and in retirement the rules can feel even more confusing. Donna discusses some of the tax topics that tend to complicate the filing process for retirees, including social security, RMDs, quarterly estimates and more. Also, on MoneyTalk, considerations for relocating in retirement, and how to know if the income related monthly adjustment amount will affect you. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/24/2025. 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!

Navigating taxes doesn&rsquo;t end when your 9-to-5 does, and in retirement the rules can feel even more confusing. Donna discusses some of the tax topics that tend to complicate the filing process for retirees, including social security, RMDs, quarterly estimates and more. Also, on MoneyTalk, considerations for relocating in retirement, and how to know if the income related monthly adjustment amount will affect you. Host: Donna Sowa Allard, CFP&reg;, AIF&reg;; Air Date: 11/24/2025. 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!