Don Sowa's MoneyTalkDon Sowa's MoneyTalk

Setting Your Financial Priorities

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As a young family with a lifetime of major expenses ahead of you, it can be hard to know where your savings should go. Donna offers guidance on how to use your resources to put you in the best position to achieving both your early and late stage financial goals. Also on MoneyTalk, planning a Roth conversion around the sunsetting of the TCJA, and how to handle inherited retirement accounts. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/12/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
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Don Sowa's MoneyTalk

The MoneyTalk team is back with original programming every weeknight at 7pm on WPRO. To listen any t 
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