During this holiday season, if you are planning on giving monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also on MoneyTalk, managing competing goals, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk 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 Season of Gifting

The Health Savings Account is what is known as a tax unicorn, combining some of the key tax benefits of both tax deductible and tax deferred accounts, so if your employer offers an HSA as part of your benefits package you should strongly consider it. Donna and Nathan discuss how to use the HSA to its full benefits. Also, on our MoneyTalk Moment in Financial History we discuss one of the earliest and most consequential financial bubbles of all time, The South Sea Bubble.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/11/2024; Original Air Dates: 2/15/2024 & 7/24/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Taking Advantage of Your HSA

If after 3+ decades of MoneyTalk, if we haven’t sold you on the importance for saving for retirement, then we’re really doing something wrong! But just in case you need more convincing, Donna and Nathan offer 10 reasons to save for retirement, including: Social Security likely won’t be enough to live on, people are living longer, new 401K features make saving easier than ever, and more. Also on MoneyTalk, last minute year-end planning moves.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/10/2024; Original Air Date: 8/11/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

10 Reasons to Save for Retirement

Options trading is typically reserved for the highly skilled investor, however employee stock options are one exception, and many who own them lack a clear understanding of how they really work. Nathan discusses some different types of employee stock options and how to navigate their rules and features. Also on MoneyTalk, principles of investing from David Rubinstein‘s book, “How to Invest: Masters on the Craft”.

Host: Nathan Beauvais, CFP®, CIMA®;  Air Date: 12/6/2024; Original Air Dates: 5/17/2023 & 6/9/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

The Season of Gifting

In 1 playlist(s)

Don Sowa's MoneyTalk

Social links

Follow podcast

Recent clips