Small business owners often think of the company that they are growing as their ultimate retirement plan, only to discover too late that they’ve underestimated their future financial needs. Donna discusses retirement plan options for the self employed, and the importance of prioritizing yourself as you focus on building your business. Also on MoneyTalk, the challenges of aging alone, and re-entering the workforce after retirement.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 6/3/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Small business owners often think of the company that they are growing as their ultimate retirement plan, only to discover too late that they’ve underestimated their future financial needs. Donna discusses retirement plan options for the self employed, and the importance of prioritizing yourself as you focus on building your business. Also on MoneyTalk, the challenges of aging alone, and re-entering the workforce after retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/3/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

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!

Retirement Planning for Business Owners

Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some examples of client portfolio nightmares, and how they came to pass. Also on MoneyTalk, what does retirement mean to you?


Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 6/24/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some examples of client portfolio nightmares, and how they came to pass. Also on MoneyTalk, what does retirement mean to you? 
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/24/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Client Portfolio Nightmares

With more and more people saving a portion of their money on a Roth basis, the next generation of retirees will have greater opportunities for maximizing tax efficiency when it comes to taking retirement income. Donna and Nathan discuss the importance of order of distribution when it comes to drawing from your retirement assets. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 6/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

With more and more people saving a portion of their money on a Roth basis, the next generation of retirees will have greater opportunities for maximizing tax efficiency when it comes to taking retirement income. Donna and Nathan discuss the importance of order of distribution when it comes to drawing from your retirement assets. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

An Efficient Approach to Retirement Income

The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your retirement expenses. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also on MoneyTalk, unwinding the assets and debts of an inherited estate, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 6/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your retirement expenses. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also on MoneyTalk, unwinding the assets and debts of an inherited estate, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Retirement Planning for Business Owners

In 1 playlist(s)

Don Sowa's MoneyTalk

Social links

Follow podcast

Recent clips