It’s easy to get overconfident when it comes to investing, particularly if you’ve made a big call that panned out, but far more often human nature drives us to make losing decisions when we believe that we’re smarter than the herd. Donna and Nathan discuss some common ways people lose money in the market. Also on MoneyTalk, understanding volatility, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 9/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

It’s easy to get overconfident when it comes to investing, particularly if you’ve made a big call that panned out, but far more often human nature drives us to make losing decisions when we believe that we’re smarter than the herd. Donna and Nathan discuss some common ways people lose money in the market. Also on MoneyTalk, understanding volatility, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 9/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

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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!

Ways to Lose Money in the Market

The Roth 401k is a relatively new option in employer sponsored plans, but its popularity has quickly skyrocketed, and for good reason. Nathan discusses why the Roth 401k has been so widely adopted, and who should be taking advantage of it. Also on MoneyTalk, Nathan walks us through the phases of retirement, and Stock Trivia: Two Truths and a Lie.

Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 12/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Roth 401Ks in High Demand

As we age, it’s only natural to look to the next generation with hopes that they won’t make the same mistakes that we did. Donna and Nathan reflect on the lessons we can impart on millennials as they struggle to pave their way through the challenges of today’s world. Also on MoneyTalk, developing a diversification mindset, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/26/2024; Original Air Dates: 4/30/2024 & 5/16/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

An Open Letter to Millennials

The 0% interest rates of the past few decades made funding home projects easy, but today that easy money environment is long gone, leaving many homeowners struggling to decide which resources to tap. Donna and Nathan discuss funding challenges amid high interest rates. Also on MoneyTalk, niche retirement communities, and the good and the bad of fintech.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 12/23/2024; Original Air Dates: 3/7/2024 & 4/25/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Ways to Lose Money in the Market

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