When the Nasdaq was founded back in 1971, it was a niche stock exchange providing liquidity for small cap stocks that the NYSE didn’t want to cover, but today it has become the country’s most actively traded stock exchange and the preferred platform for the tech industry. On our MoneyTalk Moment in Financial History, Nathan and Steve tell the story of how the early innovations of the Nasdaq paved the way for the modern era of stock trading, and the surprising role that Bernie Maddoff played in making it all possible.


Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais;  Air Date: 9/4/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

When the Nasdaq was founded back in 1971, it was a niche stock exchange providing liquidity for small cap stocks that the NYSE didn’t want to cover, but today it has become the country’s most actively traded stock exchange and the preferred platform for the tech industry. On our MoneyTalk Moment in Financial History, Nathan and Steve tell the story of how the early innovations of the Nasdaq paved the way for the modern era of stock trading, and the surprising role that Bernie Maddoff played in making it all possible. 
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 9/4/2024. 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 Rise of the Nasdaq

If you are one of the millions of Americans who doesn’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. 


Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais;  Guest: Paul Brule;  Original Air Date: 3/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

If you are one of the millions of Americans who doesn’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. 
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Paul Brule; Original Air Date: 3/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Estate Planning Failures

IRAs are a great tool for saving for retirement, but they do have their limits, and for those looking to boost their retirement savings or who don’t qualify to contribute to a Roth, there is a variety of after-tax options that you could consider. Nathan takes a question from one of our listeners to discuss strategies for saving in non-retirement accounts. Also on MoneyTalk, insights from famed crypto investor, Mike Novogratz, and Stock Trivia: Two Truths and a Lie.


Host: Nathan Beauvais, CFP®, CIMA®;  Air Date: 9/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

IRAs are a great tool for saving for retirement, but they do have their limits, and for those looking to boost their retirement savings or who don’t qualify to contribute to a Roth, there is a variety of after-tax options that you could consider. Nathan takes a question from one of our listeners to discuss strategies for saving in non-retirement accounts. Also on MoneyTalk, insights from famed crypto investor, Mike Novogratz, and Stock Trivia: Two Truths and a Lie. 
Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 9/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Non-Retirement Account Strategies

During presidential elections, both sides of the aisle like to emphasize their candidate’s positive potential for the stock market, but what does the data tell us? Donna and Nathan run through each political party’s record on market performance when in control of the Whitehouse. Also on MoneyTalk, retirement healthcare costs, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 9/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

During presidential elections, both sides of the aisle like to emphasize their candidate’s positive potential for the stock market, but what does the data tell us? Donna and Nathan run through each political party’s record on market performance when in control of the Whitehouse. Also on MoneyTalk, retirement healthcare costs, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 9/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The Rise of the Nasdaq

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