Retirement planning tends to be disproportionally focused on finances, when one of the biggest issues that retirees struggle with is how to spend their time. Donna discusses retirement lifestyle management, as well as healthcare, income planning, and taxes. Also on MoneyTalk, considerations for a second home in retirement, and prioritizing savings goals.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 4/29/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Retirement planning tends to be disproportionally focused on finances, when one of the biggest issues that retirees struggle with is how to spend their time. Donna discusses retirement lifestyle management, as well as healthcare, income planning, and taxes. Also on MoneyTalk, considerations for a second home in retirement, and prioritizing savings goals. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 4/29/2024. 
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!

What Are You Retiring To?

Just when you thought the stock market was feeling normal again, the meme stock craze has been resurrected with names like GameStop, AMC, and Beyond Meat capturing the favor of recreational investors looking to, once again, game the system. Donna and Nathan discuss the dynamics of this newest wave of social media driven investing, and whether we should even be paying attention. Also on MoneyTalk, being a homebuyer in today’s punishing real estate market, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 5/14/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Just when you thought the stock market was feeling normal again, the meme stock craze has been resurrected with names like GameStop, AMC, and Beyond Meat capturing the favor of recreational investors looking to, once again, game the system. Donna and Nathan discuss the dynamics of this newest wave of social media driven investing, and whether we should even be paying attention. Also on MoneyTalk, being a homebuyer in today’s punishing real estate market, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/14/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The Memes Strike Again

The jury is out on whether AI will replace certain professional careers, such as that of your financial advisor, but in its current state AI does have the power to enhance your financial planning if you know how to use it. Donna puts one of the top large language models to the test to see how they fair when faced with some of the common questions investors pose to their advisors. Also on MoneyTalk, what is the best way to withdraw money from your retirement portfolio?

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 5/13/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

The jury is out on whether AI will replace certain professional careers, such as that of your financial advisor, but in its current state AI does have the power to enhance your financial planning if you know how to use it. Donna puts one of the top large language models to the test to see how they fair when faced with some of the common questions investors pose to their advisors. Also on MoneyTalk, what is the best way to withdraw money from your retirement portfolio? Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/13/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Can AI Help You Make Better Financial Decisions?

Social Security is one of those universal retirement topics that touches just about everyone, and as such we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the program’s implementation. Also on MoneyTalk, lessons from Hans Roseling’s book, “Factfullness: Ten Reasons Why We’re Wrong About the World, and Why Things Are Better Than You Think.”

Host: Nathan Beauvais, CFP®, CIMA®;  Air Date: 5/10/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Social Security is one of those universal retirement topics that touches just about everyone, and as such we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the program’s implementation. Also on MoneyTalk, lessons from Hans Roseling’s book, “Factfullness: Ten Reasons Why We’re Wrong About the World, and Why Things Are Better Than You Think.” Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 5/10/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

What Are You Retiring To?

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