Investments can be packaged and presented in a variety of ways, and understanding your investments requires an equal understanding of the vehicles that carry them. Nathan offers an in depth look at ETFs and other investment vehicles. Also, on this edition of our MoneyTalk Moment in Financial History, Nathan tells the infamous story of one of the first major US railroads, the Eerie, and the war that ensued between the industry titans.

Host: Nathan Beauvais, CFP®, CIMA®, CPWA®;  Air Date: 4/15/2026; Original Air Dates: 3/6/2024 & 8/2/2024. 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!

What’s Driving Your investments?

Tis the season of paying, and as millions of Americans scramble to get their taxes filed on time, avoidable mistakes will inevitably be made. Donna and Nathan offer last minute tax filing tips to help you avoid some of the more common errors. Also, on MoneyTalk, new investment accounts controlled by teens, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 4/14/2026. 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!

Tis the season of paying, and as millions of Americans scramble to get their taxes filed on time, avoidable mistakes will inevitably be made. Donna and Nathan offer last minute tax filing tips to help you avoid some of the more common errors. Also, on MoneyTalk, new investment accounts controlled by teens, 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: 4/14/2026. 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!

Last Minute Tax Tips

One of the contributions of the SECURE Act 2.0 is the ability to hold an annuity within your 401(k) plan, but while a product with guaranteed income may sound appealing, it's not going to be a fit for everyone. Donna discusses annuities and who they will benefit most. Also, on MoneyTalk, AI prompt engineering to enhance your financial decision making. Host: Donna Sowa Allard, CFPÂ®, AIFÂ®; Air Date: 4/13/2026. 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!

One of the contributions of the SECURE Act 2.0 is the ability to hold an annuity within your 401(k) plan, but while a product with guaranteed income may sound appealing, it's not going to be a fit for everyone. Donna discusses annuities and who they will benefit most. Also, on MoneyTalk, AI prompt engineering to enhance your financial decision making. Host: Donna Sowa Allard, CFP&Acirc;&reg;, AIF&Acirc;&reg;; Air Date: 4/13/2026. 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!

Annuities Within Your 401(k)

Since the advent of the MoneyTalk show we’ve discussed the art of portfolio management, but there is also a science behind the methods asset managers employ. Nathan discusses how different asset allocation strategies can be used to achieve specific investment goals. Also, on MoneyTalk, common retirement mistakes, and takeaways from Hans Rosling’s book, “Fact-fullness: Ten Reasons Why We’re Wrong About the World, and Why Things Are Better Than You Think”. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 4/10/2026; Original Air Dates: 6/12/2023, 1/26/2024 & 7/21/25. 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!

Since the advent of the MoneyTalk show we&rsquo;ve discussed the art of portfolio management, but there is also a science behind the methods asset managers employ. Nathan discusses how different asset allocation strategies can be used to achieve specific investment goals. Also, on MoneyTalk, common retirement mistakes, and takeaways from Hans Rosling&rsquo;s book, &ldquo;Fact-fullness: Ten Reasons Why We&rsquo;re Wrong About the World, and Why Things Are Better Than You Think&rdquo;. Host: Nathan Beauvais CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 4/10/2026; Original Air Dates: 6/12/2023, 1/26/2024 &amp; 7/21/25. 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!

The Art and Science of Wealth Management 

Some people structure their retirement plan to spend more in their early years and rein it in over time. But it's that reigning in process that tends to trip people up. Donna and Nathan discuss when front-loading your retirement spending makes sense, and the importance of proper execution. Also, on MoneyTalk, the pros and cons of using target date funds, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®, CPWAÂ®; Air Date: 4/9/2026. 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!

Some people structure their retirement plan to spend more in their early years and rein it in over time. But it's that reigning in process that tends to trip people up. Donna and Nathan discuss when front-loading your retirement spending makes sense, and the importance of proper execution. Also, on MoneyTalk, the pros and cons of using target date funds, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP&Acirc;&reg;, AIF&Acirc;&reg; &amp; Nathan Beauvais, CFP&Acirc;&reg;, CIMA&Acirc;&reg;, CPWA&Acirc;&reg;; Air Date: 4/9/2026. 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!

Front-Loading Your Retirement Spending

Great reward typically comes with an equal measure of risk, and this is especially true when it comes to investing. Nathan discusses the various forms of investment risk, including loss of principal, purchasing power, liquidity, geopolitical, currency risk, and more. In this edition of our MoneyTalk Moment in Financial History, Nathan tells the story of America’s rise to power through the lens of the US banking system. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 4/8/2026; Original Air Dates: 1/18/2023 & 1/26/2024. 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!

Great reward typically comes with an equal measure of risk, and this is especially true when it comes to investing. Nathan discusses the various forms of investment risk, including loss of principal, purchasing power, liquidity, geopolitical, currency risk, and more. In this edition of our MoneyTalk Moment in Financial History, Nathan tells the story of America&rsquo;s rise to power through the lens of the US banking system. Host: Nathan Beauvais CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 4/8/2026; Original Air Dates: 1/18/2023 &amp; 1/26/2024. 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!

Proceed at Your Own Risk

Giving is an essential part of a healthy society, and hey, if that generosity can save you a few bucks on your taxes, then all the better! Donna and Nathan discuss charitable giving strategies investors can use to maximize the tax deductibility of their donations. Also, on MoneyTalk, annuity basics, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 4/7/2026. 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!

Giving is an essential part of a healthy society, and hey, if that generosity can save you a few bucks on your taxes, then all the better! Donna and Nathan discuss charitable giving strategies investors can use to maximize the tax deductibility of their donations. Also, on MoneyTalk, annuity basics, 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: 4/7/2026. 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!

Smart Giving

One of the simplest and most impactful things you can do for your financial welfare is to keep an emergency fund. Donna discusses how to determine the appropriate size of your emergency fund, and what kind of needs it should be used for. Also MoneyTalk, adjusting your equity allocation in retirement, and a new retail scam with a surprising twist.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 4/6/2026. 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!

Building Your Emergency Fund

You likely have heard of the three primary US stock indices, the Dow Jones Industrial Average, the S&P500 and the Nasdaq, but many people don't have a clear understanding of which they should be following, and when. Nathan discusses the differences between the Big Three, and why each one is uniquely important to the overall market. Also, on MoneyTalk, how to determine what should be included in your financial plan, and the history of the fractured US banking system before the creation of the Federal Reserve. Host: Nathan Beauvais CFPÂ®, CIMAÂ®, CPWAÂ®; Special Guest: Daniel Sowa; Air Date: 4/1/2026; Original Air Dates: 1/11/2023, 9/8/2023 & 2/18/2026. 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!

You likely have heard of the three primary US stock indices, the Dow Jones Industrial Average, the S&amp;P500 and the Nasdaq, but many people don't have a clear understanding of which they should be following, and when. Nathan discusses the differences between the Big Three, and why each one is uniquely important to the overall market. Also, on MoneyTalk, how to determine what should be included in your financial plan, and the history of the fractured US banking system before the creation of the Federal Reserve. Host: Nathan Beauvais CFP&Acirc;&reg;, CIMA&Acirc;&reg;, CPWA&Acirc;&reg;; Special Guest: Daniel Sowa; Air Date: 4/1/2026; Original Air Dates: 1/11/2023, 9/8/2023 &amp; 2/18/2026. 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!

The Big Three

Asset managers are always looking for creative ways to introduce safety into retirement portfolios without sacrificing growth, and some argue that the traditional 60/40 portfolio may be outdated. Donna and Nathan discuss diversification through alternative asset classes, and how to to find right mix for you. Also, on MoneyTalk, DIY investing tips, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 4/2/2026. 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!

Asset managers are always looking for creative ways to introduce safety into retirement portfolios without sacrificing growth, and some argue that the traditional 60/40 portfolio may be outdated. Donna and Nathan discuss diversification through alternative asset classes, and how to to find right mix for you. Also, on MoneyTalk, DIY investing tips, 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: 4/2/2026. 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!

Rethinking the 60/40 Model

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!

Don Sowa's MoneyTalk

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