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: 1/7/2025; Original Air Date: 10/15/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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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 RMD Conundrum

Medicare and Social Security are the two government entitlement programs that just about all of us will have to deal with, and when that time comes, we want you to be prepared with the information you’ll need to make the right decision. Donna discusses how to decide when it’s appropriate to file for Medicare and Social Security based on your personal circumstances.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 1/6/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Timing Medicare & Social Security

When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement”, to discuss perspectives from thought leaders on what contributes to a truly successful retirement.

Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Christine Benz, Morningstar; Air Date: 1/3/2025; Original Air Date: 11/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

How to Retire Happy

On any given year we can safely expect that something will come along to scare off investors, so with the new year upon us, we’ve decided to share 7 things to remember for 2025. Donna and Nathan share investing lessons for the new year, including: don’t mix politics and investing, time in the market is more important than timing the market, expect big market swings rather than average returns, and more. Also on MoneyTalk, how to invest in international, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 1/2/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

The RMD Conundrum

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