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!

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!

Timing Medicare & Social Security

Retirement planning is all about balance, and the moves you make can only make sense if they are part of a broader strategy that youâre willing to stick to. Donna and Nathan discuss some strategic moves that you can make along the road to retirement to put you in the best position to meet your long term goals. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®;  Air Date: 5/29/2025; Original Air Date: 5/23/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Retirement Planning Moves

Real estate is the only asset class that has historically kept up with stocks, but investing in property can be time consuming and expensive, that is unless you invest in REITs. Nathan and Steve discuss the different types of Real Estate Investment Trusts, how they work, and the benefits and drawbacks of passive real estate investing. Also, on our MoneyTalk Moment in Financial History we cover the controversial legacy of âThe Match Kingâ, Ivar Kreuger, who was responsible for many of the financial products we still use today, as well as one of the biggest Ponzie schemes of the 20th century.

Hosts: Nathan Beauvais CFPÂ®, CIMAÂ® & Steven Beauvais;  Air Date: 5/28/2025; Original Air Dates: 8/16/2023 & 12/27/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Should You Invest in REITs?

The passing of the One Big Beautiful Bill by the House has garnered much attention for its tax implications, but another focus area of the bill that will impact millions of Americans is Medicare. Donna and Nathan discuss how to prepare for the changes coming down the pike for Medicare beneficiaries and providers due to the new budget bill. Also on MoneyTalk, upcoming changes to IRA catch-up contribution rules stemming from the SECURE Act 2.0, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 5/27/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Timing Medicare & Social Security

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