Financial planning is something that we engage in every day when we budget and save for our various needs, but to experience the true value of financial planning we need to take a step back and look at all of our needs at once, prioritizing them so we can allocate our resources accordingly. Nathan walks us through the process advisors follow when crafting a successful financial plan. Also on MoneyTalk, understanding the different designations held by financial advisors, and Babson College professor, Chris Hennessey, explains some wealth management strategies used by higher net worth investors.

Host: Nathan Beauvais, CFP®, CIMA®; Guest: Chris Hennessey;  Air Date: 4/19/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Financial planning is something that we engage in every day when we budget and save for our various needs, but to experience the true value of financial planning we need to take a step back and look at all of our needs at once, prioritizing them so we can allocate our resources accordingly. Nathan walks us through the process advisors follow when crafting a successful financial plan. Also on MoneyTalk, understanding the different designations held by financial advisors, and Babson College professor, Chris Hennessey, explains some wealth management strategies used by higher net worth investors. Host: Nathan Beauvais, CFP®, CIMA®; Guest: Chris Hennessey; Air Date: 4/19/2024. 
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!

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