Don Sowa's MoneyTalk
Don Sowa's MoneyTalk
Playlist by Don Sowa's MoneyTalkWeekdays 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 individ…229 clip(s) in playlist
Finding the Funding
Financing a home project used to be a no brainier for those with access to home equity, but since the interest rate spike, many homeowners have had to seek other, less attractive options. Donna and Nathan discuss how to weigh alternative funding options for big ticket home expenses. Also, on our Mo…
42:09
Fairness is Relative
When it comes to money, notions of “fairness” can vary from person to person — and sometimes within ourselves. Nathan and Donna discuss some scenarios that highlight contradictions in what we consider to be fair when it comes to our money. Also, on MoneyTalk, ways that technology has complicated ou…
42:08
The K-Shaped Economy
While 401k balances and the retirement account participation rate have been steadily increasing, nearly 40% of Americans are still at risk of being unable to sustain their present standard of living in retirement. Donna discusses the sharp economic divergence of the past generation between the asse…
41:38
The Work/Life Balancing Act
Burnout is all too common in corporate America today, and for those trying to decide if it's time to jump ship to a new career it can be a scary and uncertain time. Nathan talks with Dave Lubelczyk, founder of The Dream Catapult, to discuss his journey of leaving the corporate world behind to help …
41:54
A Stubborn Housing Market
Since the recovery from the Great Financial Crisis, housing prices have been on a moon shot trajectory, and while the market has shown some signs of cooling, the odds of a meaningful downward price shift remain low. Donna and Nathan discuss the factors that contributed to the inflated housing marke…
41:55
New Job, New Plan
When changing jobs, one of the first things you need to address is your retirement plan, and understanding your options is pivotal. Nathan discusses how to approach the decision making process when moving your money to a new employer sponsored plan. Also, on our MoneyTalk Moment in Financial Histor…
42:18
Bypassing Roth Income Limits
We love talking about the benefits of the Roth IRA, and if you are one of the investors who can’t make direct contributions to a Roth due to the income limits, there are a few workarounds that you may not know about. Donna discusses some of the strategies that high earners use to take advantage of …
41:30
Launching Your Estate Plan
There is a common misconception that estate planning is exclusively for the wealthy, but many of the legal tools that estate attorneys prepare for their clients are useful for people from all walks of life. Nathan speaks with estate attorney and longtime MoneyTalk contributor, Andy Nault, to discus…
41:21
Dividend Paying ETFs
With fewer companies paying dividends today than in the past, dividend paying ETFs and mutual funds have become less diversified. Donna and Nathan discuss some of the trade-offs investors make with dividend paying securities. Also on Money Talk, what to do with your home in retirement, and Stock Tr…
42:41
The Home Investment Dilemma
Your home is both a financial and an emotional investment, which is one of the reasons why real estate can be such a uniquely risky asset class. Nathan discusses the financial tug of war that often occurs around home investment decision making, and some of the risks that homeowners fail to prepare …
41:37