That 10 year stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you to your goal, 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: 9/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

That 10 year stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you to your goal, 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: 9/23/2024. 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 Final Approach to Retirement

Since the passing of the SECURE Act 2.0, the IRS age trigger for required minimum distributions has been raised to 73, but having a little extra time to grow your assets doesn’t necessarily mean there will be more money left when you pass. Donna and Nathan discuss RMD planning, and how to use the rules to your maximum benefit. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 10/15/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Since the passing of the SECURE Act 2.0, the IRS age trigger for required minimum distributions has been raised to 73, but having a little extra time to grow your assets doesn’t necessarily mean there will be more money left when you pass. Donna and Nathan discuss RMD planning, and how to use the rules to your maximum benefit. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 10/15/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

The RMD Conundrum

Retirement planning, at its essence, is about saving money, but a well developed retirement plan is constructed in phases, each with its own unique set of focuses and priorities. Donna discusses how to execute each stage of your retirement plan. Also on MoneyTalk, when does it make sense to take social security early?


Host: Donna Sowa Allard, CFP®, AIF®;  Original Air Date: 4/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Retirement planning, at its essence, is about saving money, but a well developed retirement plan is constructed in phases, each with its own unique set of focuses and priorities. Donna discusses how to execute each stage of your retirement plan. Also on MoneyTalk, when does it make sense to take social security early? 
Host: Donna Sowa Allard, CFP®, AIF®; Original Air Date: 4/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Stages of Retirement Planning

If you ask people how they think the economy is doing, you may get a wide range of responses depending on who you ask. To drill down on this question, Donna and Nathan invite JP Morgan Chief Market Strategist for the Americas, Gabriela Santos, to the program to talk about Fed rate policy, labor markets, inflation, housing, and more. Also, on our MoneyTalk Moment in Financial History we tell the story of how Charlie Merrill contributed to the democratization of the stock market and the rise of the American middle class.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Guest: Gabriela Santos, JP Morgan;  Air Date: 10/9/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

If you ask people how they think the economy is doing, you may get a wide range of responses depending on who you ask. To drill down on this question, Donna and Nathan invite JP Morgan Chief Market Strategist for the Americas, Gabriela Santos, to the program to talk about Fed rate policy, labor markets, inflation, housing, and more. Also, on our MoneyTalk Moment in Financial History we tell the story of how Charlie Merrill contributed to the democratization of the stock market and the rise of the American middle class. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Guest: Gabriela Santos, JP Morgan; Air Date: 10/9/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The Final Approach to Retirement

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