You pay into the social security system your whole life, and when it’s finally time to claim your benefits, what should feel like a moment to celebrate often becomes a moment of confusion where the wrong decision can carry life long consequences. Donna and Nathan discuss mistakes people make with their social security benefits, and how to avoid them. Also on MoneyTalk, the good and the bad of using target date funds, and Stock Trivia: Battle of the Sowas.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®;  Air Date: 10/30/2025. 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!

Social Security Mistakes to Avoid

The road to becoming wealthy is often associated with risk taking but preserving that wealth typically requires a very different approach. Donna and Nathan discuss the difficulty many investors experience when the time comes to shift from a high risk to a conservative investment strategy. Also, on MoneyTalk, planning with a five-year time horizon, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/18/2025; Original Air Date: 1/10/2023. 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!

The road to becoming wealthy is often associated with risk taking but preserving that wealth typically requires a very different approach. Donna and Nathan discuss the difficulty many investors experience when the time comes to shift from a high risk to a conservative investment strategy. Also, on MoneyTalk, planning with a five-year time horizon, 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: 12/18/2025; Original Air Date: 1/10/2023. 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!

Getting Wealthy vs Staying Wealthy

Financing a home project used to be a no brainier for those with access to home equity, but since the interest rate spike, many homeowners have had to seek other, less attractive options. Donna and Nathan discuss how to weigh alternative funding options for big ticket home expenses. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve tell the story of how Bank of America introduced the first multipurpose, unsecured credit card, and planted the seeds of the consumption economy. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA®, CPWA® & Steven Beauvais; Air Date: 12/17/2025. 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!

Financing a home project used to be a no brainier for those with access to home equity, but since the interest rate spike, many homeowners have had to seek other, less attractive options. Donna and Nathan discuss how to weigh alternative funding options for big ticket home expenses. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve tell the story of how Bank of America introduced the first multipurpose, unsecured credit card, and planted the seeds of the consumption economy. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg;, Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg; &amp; Steven Beauvais; Air Date: 12/17/2025. 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!

Finding the Funding

When it comes to money, notions of “fairness” can vary from person to person — and sometimes within ourselves. Nathan and Donna discuss some scenarios that highlight contradictions in what we consider to be fair when it comes to our money. Also, on MoneyTalk, ways that technology has complicated our financial lives, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/16/2025. 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 it comes to money, notions of &ldquo;fairness&rdquo; can vary from person to person &mdash; and sometimes within ourselves. Nathan and Donna discuss some scenarios that highlight contradictions in what we consider to be fair when it comes to our money. Also, on MoneyTalk, ways that technology has complicated our financial lives, 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: 12/16/2025. 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!

Social Security Mistakes to Avoid

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