Donna welcomes listeners into the office, addressing some of the questions that her clients have been asking, including: Can I use a 60 day rollover for bridge financing? When does it make sense to use a debt consolidation loan? What should I consider when buying a second home in retirement? How do I line up my retirement income sources? And, should I prioritize paying off my mortgage in retirement?

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 5/19/2025; Original Air Dates: 6/5/2023, 4/29/2024 & 2/3/2025. 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!

What Clients Want to Know

Things happen that are out of our control, and the IRS has added new flexibility into retirement account withdrawal rules to better accommodate those situations. Donna and Nathan explain how the rise in hardship withdrawals may be a signal that IRA rule flexibility is working against our collective retirement goals. Also on MoneyTalk, avoiding investor hindsight, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®;  Air Date: 3/10/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

The Hardship Trap

The year before retirement can bring a mix of anticipation and anxiety, but one way to harness those emotions is to focus on the action items that need your attention most before you take the big leap. Donna discusses some of the things that should be on your final approach to retirement checklist. Also on MoneyTalk, what to do with that old 401K.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 3/9/2026; Original Air Date: 8/26/2024 & 1/12/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

Final Year Before Retirement

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, stress testing your retirement plan. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/6/2026; Original Air Date: 5/10/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

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&rsquo;s implementation. Also, on MoneyTalk, stress testing your retirement plan. Host: Nathan Beauvais, CFP&reg;, CIMA&reg;, CPWA&reg;; Air Date: 3/6/2026; Original Air Date: 5/10/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

What Clients Want to Know

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