Buying a second home is on the retirement bucket list for many of us, but what looks good on paper doesn’t always pan out in reality. Donna discusses some considerations for those looking to purchase a second home in retirement. Also on MoneyTalk, what to do with your 401(k) at retirement, order of distribution in retirement, and Stock Trivia: Battle of the Sowas.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 10/12/2026; Original Air Dates: 4/29/2024, 8/26/2024 & 7/24/2023. 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!

Relocating in Retirement

Retirement accounts are among the most complicated types of inherited assets because the rules vary based on the recipient, and they are frequently targeted for reform. Nathan discusses the unique rules around BDA IRAs, and related tax strategies. Also on our MoneyTalk, part 2 of our retrospective on the US banking system prior to the Federal Reserve.

Host: Nathan Beauvais CFP®, CIMA®, CPWA®;  Air Date: 10/28/2026. 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!

Navigating Inherited IRA Rules

Anthropic recently secured the largest artificial intelligence infrastructure financing deal to date, the latest gamble among a trend of circular financing arrangements propping up the AI tech giants. Nathan highlighted the immense risk companies are taking on to meet the capacity needs of the frontier AI labs, and whether we should be concerned. Also on MoneyTalk, the surge in buy now/pay later loans, and Stock Trivia: Battle of the Sowas.

Host: Nathan Beauvais CFP®, CIMA®, CPWA®;  Air Date: 10/27/2026. 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 Bet to Buildout AI

That 10 year stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you to your goal, and how you choose to focus your efforts and resources will make all the difference. Donna runs through 10 questions you should be asking yourself when planning for your final approach to retirement. 

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 10/26/2026; Original Air Date: 9/23/2024. 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!

Relocating in Retirement

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