When you are one year out from retirement, you know that it’s time to get your ducks in a row, the question is: which ducks and in what order? Donna and Nathan discuss how to prioritize your action items during that last year before retirement. Also, on MoneyTalk, common questions from first-time clients, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 2/3/2026; Original Air Date: 10/16/2025. 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!

When you are one year out from retirement, you know that it&rsquo;s time to get your ducks in a row, the question is: which ducks and in what order? Donna and Nathan discuss how to prioritize your action items during that last year before retirement. Also, on MoneyTalk, common questions from first-time clients, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg; &amp; Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 2/3/2026; Original Air Date: 10/16/2025. 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!

Redzone Retirement Planning

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/e9c9f044-1938-4d70-a1f1-b3e8014ef2be/transcript

If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but most Americans receive income from multiple sources, all of which are taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales. Also on MoneyTalk, how to choose the right retirement account, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 2/10/2026; Original Air Date: 4/9/2024 & 1/20/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Income Tax Talk

Donna shares answers to questions from wealth management clients, including: How do I go about selling my precious metal items without getting swindled? How do I live my best retirement without overspending? How can I teach my college age child to save when prices are so high? What kind of an emergency fund should I keep?— and more.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 2/9/2026. 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!

You’re Asking For It

Nearly half of marriages today end in divorce, and surveys show that the leading causes for these failed unions involve differences around money. Donna and Nathan discuss the importance of financial compatibility between partners, and the critical role of communication and transparency around money. Also, on MoneyTalk, finding your safe spending rate in retirement, paying off your mortgage vs investing, when to claim social security, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 2/5/2026; Original Air Date: 10/5/2023. 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!

Nearly half of marriages today end in divorce, and surveys show that the leading causes for these failed unions involve differences around money. Donna and Nathan discuss the importance of financial compatibility between partners, and the critical role of communication and transparency around money. Also, on MoneyTalk, finding your safe spending rate in retirement, paying off your mortgage vs investing, when to claim social security, 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: 2/5/2026; Original Air Date: 10/5/2023. 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!

Seeking Financial Compatibility

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/f92f4ea2-38bc-482d-a81d-b3ed0155fa8e/transcript

Redzone Retirement Planning

Don Sowa's MoneyTalk

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