In today’s inflated economy, it’s rare to find a financially independent young adult, but supporting your children without healthy boundaries is a sure way to stunt their growth and potentially threaten your retirement goals. Donna and Nathan discuss how to provide balanced financial assistance to your kids without sacrificing your own future security. Also, on MoneyTalk, why some retirees are getting a higher tax bill than they planned for, and how to know if you need a trust. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/22/2026. 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 3 Goals of a Roth Conversion
42:22

Different Taxes for Different Income
41:48

How to Retire Happy
41:55