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…223 clip(s) in playlist
How Much Can I Afford to Withdraw?
You may have heard of the 4% Rule, which suggests 4% as the maximum sustainable rate of withdrawal from your retirement accounts, but over recent years the goal posts have been shifting, leading some to question the validity of this classic rule of thumb. Donna offers insights from experts on what …
42:30
What Is Money?
For as long as we’ve had written history, money has held three important functions in our society: as a medium of exchange, a unit of account, and a store of value. But that last function has come under pressure over time due to the presence of inflation. Nathan discusses how our understanding of m…
41:55
A Retirement Plan for the Rest of Us
In his 2026 state of the union address, the president announced a new public retirement plan with a government match for workers without access to an employer sponsored plan. Donna and Nathan discuss this bold initiative and what it could mean for future retirees. Also on MoneyTalk, why the AI disr…
39:11
Breaking Ground on Your Estate Plan
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 peop…
41:35
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 used to achieve specific investment goals. Also on MoneyTalk, highlights from …
41:21
Lessons from the Next Generation
The current generation of young investors has been quick to adopt the latest innovations in financial technology, which has resulted in a higher rate of market participation than emerging generations of the past. Nathan and Donna discuss lessons we can learn from today’s budding investor class. Als…
41:49
Anatomy of a Financial Plan
Life is full of issues that are important, but not urgent, and one way to stop yourself from kicking the down the road is through a well-developed financial plan. Nathan discusses some of the key components of a financial plan, and how to decide what should be included in yours. Also on MoneyTalk, …
42:36
How to Protect Your Estate
Let’s be honest, none of us like thinking about our mortality, and unfortunately this can lead to procrastination with addressing important estate planning matters. Donna and Nathan discuss some of the more common estate planning mistakes and some simple steps you can take ensure that your assets a…
42:30
Final Approach to Retirement
That stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you past the goal line, and how you choose to focus your efforts and resources will make all the difference. Donna and Nathan run through some of the challenges and key dec…
41:42
Estate Planning Failures
If you are among the millions of Americans who don’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk …
42:04