If you are considering moving to a state with no income tax to reduce your cost of living, you may be in for a surprise. Donna and Nathan discuss how states that charge no personal income tax to attract new residents make up for it in other ways. Also on MoneyTalk, 7 lessons for new retirees, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 8/13/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

If you are considering moving to a state with no income tax to reduce your cost of living, you may be in for a surprise. Donna and Nathan discuss how states that charge no personal income tax to attract new residents make up for it in other ways. Also on MoneyTalk, 7 lessons for new retirees, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/13/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

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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 Downside of 0% Income Tax States 

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Stock Trivai 12

To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks to bonds has closed, 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, investing with a short time horizon, and inherited debt scenarios.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 2/24/2025; Original Air Dates: 8/24/2023, 6/4/2024 & 6/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

The Challenge of Diversification

A good financial plan translates your values and goals into decisive actions, and acts as a roadmap for future decision making. Donna and Nathan discuss the benefits, timing, and process of developing a financial plan.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/21/2025; Original Air Date: 11/22/2022. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

The Downside of 0% Income Tax States

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