Retirement planning is all about balance, and the moves you make can only make sense if they are part of a broader strategy that youâre willing to stick to. Donna and Nathan discuss some strategic moves that you can make along the road to retirement to put you in the best position to meet your long term goals. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®;  Air Date: 5/29/2025; Original Air Date: 5/23/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk 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 Moves

Social Security is one of those universal retirement topics that touches just about everyone, and as such we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the program’s implementation. Also, on MoneyTalk, stress testing your retirement plan. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/6/2026; Original Air Date: 5/10/2024. 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!

Social Security is one of those universal retirement topics that touches just about everyone, and as such we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the program&rsquo;s implementation. Also, on MoneyTalk, stress testing your retirement plan. Host: Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 3/6/2026; Original Air Date: 5/10/2024. 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!

Creating a Social Security Plan

Retirement planning is a life-long endeavor, and ruminating over the financial question marks that linger in the back of our minds can weigh on us over time. Donna and Nathan discuss retirement planning issues that keep people up at night, including whether or not their money will last, how to pay for long term care, sorting out financial clutter, and much more. Also, on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/5/2026; Original Air Date: 8/29/2023. 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!

Retirement planning is a life-long endeavor, and ruminating over the financial question marks that linger in the back of our minds can weigh on us over time. Donna and Nathan discuss retirement planning issues that keep people up at night, including whether or not their money will last, how to pay for long term care, sorting out financial clutter, and much more. Also, on MoneyTalk, 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: 3/5/2026; Original Air Date: 8/29/2023. 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!

Don’t Lose Sleep Over Money

Cash gifting to family members in need is exceedingly common in our inflated economy, but if you are planning on offering monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also, on MoneyTalk, managing portfolio risk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/3/2026; Original Air Date: 11/21/2024. 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!

Cash gifting to family members in need is exceedingly common in our inflated economy, but if you are planning on offering monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also, on MoneyTalk, managing portfolio risk, 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: 3/3/2026; Original Air Date: 11/21/2024. 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!

Retirement Planning Moves

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