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That 10 year stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you past the goal line, and how you choose to focus your efforts and resources will make all the difference. Donna runs through 10 questions you should be asking yourself when planning for your final approach to retirement. 

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 3/30/2026; Original Air Date: 9/23/2024. 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!

The Final Approach to Retirement

Today, with less and less people using a CPA to file their taxes, mistakes are exceedingly common and can lead to delays and added costs. Donna and Nathan discuss some common tax filing mistakes that are simple to avoid to help you make this tax season a smooth one. Also on MoneyTalk, the complications that come with inheriting money, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®;  Air Date: 3/24/2026. 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!

Evergreen Tax Tips 

Finding a new advisor is all about seeking compatibility, and as much as investment philosophy and personality matter, age tends to be one of the factors that weighs heavily on the decision-making process. Donna and Nathan discuss how experience and relatability impact peoples’ choice when selecting a financial advisor. Also, on MoneyTalk, planning for the risks you won’t see coming, responsible use of credit cards for kids, and celebrity estate planning horror stories. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/23/2026; Original Air Dates: 7/20/2023, 7/2/2024 & 7/11/2024. 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 a new advisor is all about seeking compatibility, and as much as investment philosophy and personality matter, age tends to be one of the factors that weighs heavily on the decision-making process. Donna and Nathan discuss how experience and relatability impact peoples&rsquo; choice when selecting a financial advisor. Also, on MoneyTalk, planning for the risks you won&rsquo;t see coming, responsible use of credit cards for kids, and celebrity estate planning horror stories. Hosts: Donna Sowa Allard, CFP&reg;, AIF&reg; &amp; Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 3/23/2026; Original Air Dates: 7/20/2023, 7/2/2024 &amp; 7/11/2024. 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!

Does Your Advisor’s Age Matter?

Many people hire an advisor because they feel that their investments are too important to risk going it alone, but for those who choose a more self-directed approach, it’s important to know the pitfalls to avoid. Nathan discusses DIY investor traps and how to be a smart money manager. Also on MoneyTalk, basics of workplace accounts, current yields and preferred stock, and the price of time. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 3/20/2026; Original Air Dates: 6/12/2023, 8/3/2023, 8/2/2024 & 2/5/2026. 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!

Many people hire an advisor because they feel that their investments are too important to risk going it alone, but for those who choose a more self-directed approach, it&rsquo;s important to know the pitfalls to avoid. Nathan discusses DIY investor traps and how to be a smart money manager. Also on MoneyTalk, basics of workplace accounts, current yields and preferred stock, and the price of time. Host: Nathan Beauvais CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 3/20/2026; Original Air Dates: 6/12/2023, 8/3/2023, 8/2/2024 &amp; 2/5/2026. 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 Final Approach to Retirement

Don Sowa's MoneyTalk

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