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…220 clip(s) in playlist
What’s Driving Your investments?
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 Histor…
42:31
Last Minute Tax Tips
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 b…
42:27
Annuities Within Your 401(k)
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 …
41:16
The Art and Science of Wealth Management
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 retir…
42:17
Front-Loading Your Retirement Spending
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…
41:49
Proceed at Your Own Risk
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 MoneyTal…
41:16
Smart Giving
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…
42:04
Building Your Emergency Fund
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 retiremen…
40:40
The Big Three
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 uniquel…
41:21
Rethinking the 60/40 Model
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 mi…
41:10