We spend a lot of time focusing on savings strategies, but at a certain point you’ll want to use that money, and the process for withdrawing from your assets should also be approached strategically. Donna and Nathan discuss how to make tax smart withdrawals from your investment accounts. Also on MoneyTalk, budgeting practices and frequently asked Medicare questions.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 7/29/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

We spend a lot of time focusing on savings strategies, but at a certain point you’ll want to use that money, and the process for withdrawing from your assets should also be approached strategically. Donna and Nathan discuss how to make tax smart withdrawals from your investment accounts. Also on MoneyTalk, budgeting practices and frequently asked Medicare questions. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/29/2024. 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!

Tax Smart Withdrawal Strategies

December deadlines are fast approaching, and we’re here to help you put a bow on your finances so you can settle in and enjoy your holidays. Donna discusses items to consider for your year-end planning checklist, such as gifting, payroll deferrals, charitable giving, RMDs, portfolio rebalancing, and more. Also on MoneyTalk, features and benefits of different types of annuities.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 11/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Year-End Prepping

The reverse mortgage has been around for over 60 years, but because of some early abusive sales tactics and its highly vulnerable target market, the product remains shrouded in controversy and misunderstanding. Donna and Nathan have a conversation with reverse mortgage expert, Garrett Duffy, to uncover some common misconceptions about reverse mortgages, and explain who should and shouldn’t consider them as part of their retirement income plan.

This material is intended for informational educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation. Reverse mortgages are subject to risk, including possible foreclosure, high fees, and interest payments, and they may negatively affect your eligibility for various state and federal benefits. Please contact your financial professional for more information specific to your situation.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Special Guest: Garrett Duffy, Supreme Lending;  Air Date: 11/8/2024. Original Air Date: 10/27/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Considering a Reverse Mortgage

Scammers have gotten more and more creative in their efforts to deceive the public, and even those who consider themselves diligent often fall victim to these new tactics. Donna and Nathan share personal accounts of attempted scams they were targeted by, and some of the most common types of consumer fraud that you need to be aware of. Also on MoneyTalk, lessons from Morgan Housel’s acclaimed book, The Psychology of Money, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 11/7/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Tax Smart Withdrawal Strategies

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