To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks and bonds has been closing, leaving investors unsure of where to go to manage their risk. Donna and Nathan discuss alternatives to bonds for those looking to build a well diversified portfolio. Also on MoneyTalk, family budgeting practices, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 6/4/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks and bonds has been closing, leaving investors unsure of where to go to manage their risk. Donna and Nathan discuss alternatives to bonds for those looking to build a well diversified portfolio. Also on MoneyTalk, family budgeting practices, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/4/2024. 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!

The Challenge of Diversification

The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your retirement expenses. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also on MoneyTalk, unwinding the assets and debts of an inherited estate, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 6/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your retirement expenses. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also on MoneyTalk, unwinding the assets and debts of an inherited estate, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Choosing Your Medicare Plan

With innovative new products entering the market every year, understanding how an investment impacts your portfolio risk can be a challenge. Donna discusses how to compare risk among various alternative investment products. Also on MoneyTalk, planning for the cost of healthcare in retirement.


Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 6/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

With innovative new products entering the market every year, understanding how an investment impacts your portfolio risk can be a challenge. Donna discusses how to compare risk among various alternative investment products. Also on MoneyTalk, planning for the cost of healthcare in retirement. 
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Is This a Risky Investment?

The one element of financial planning that requires the most collaboration between advisor and client is goal setting, and to do it right takes time and thoughtful consideration. Nathan and Steve discuss how to approach the process of establishing and prioritizing your financial goals. Also, on our MoneyTalk Moment in Financial History Nathan and Daniel take us through one of the most significant and widely debated periods in American history, The Great Depression.


Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais;  Guest: Daniel Sowa; Air Date: 6/12/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The one element of financial planning that requires the most collaboration between advisor and client is goal setting, and to do it right takes time and thoughtful consideration. Nathan and Steve discuss how to approach the process of establishing and prioritizing your financial goals. Also, on our MoneyTalk Moment in Financial History Nathan and Daniel take us through one of the most significant and widely debated periods in American history, The Great Depression. 
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 6/12/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The Challenge of Diversification

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