Taxes tend to be a leading decision maker for voters, and with both sides of the divide stirring up disinformation about the opposition’s tax policies this election season, many are left unclear about the true fiscal agendas at play. Donna and Nathan walk us through the details of some of the more consequential tax proposals circulating during during the 2024 election. Also on MoneyTalk, strategies for catching up on retirement savings, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 8/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Taxes tend to be a leading decision maker for voters, and with both sides of the divide stirring up disinformation about the opposition’s tax policies this election season, many are left unclear about the true fiscal agendas at play. Donna and Nathan walk us through the details of some of the more consequential tax proposals circulating during during the 2024 election. Also on MoneyTalk, strategies for catching up on retirement savings, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

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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!

Who’s Tax Policy Will Win?

2024 will be remembered as a year of change, many of which may have a direct impact on your retirement. Donna and Nathan discuss some of these shifts, including: Trump’s return to the Whitehouse, rising Medicare premiums, the trend of partial retirement, increasing concern over Social Security insolvency, and the acceleration of the Great Wealth Transfer. Also on MoneyTalk, what to do if you were impacted by the RI Bridge hack, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 12/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

How Retirement Has Changed

Having property passed down to you may sound like good fortune, but handling it properly is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, year-end gifting dos and don’ts, and understanding your payroll withholdings.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 12/16/2024; Original Air Dates: 6/6/2024, 7/9/2024 & 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Inheriting a Home

Believe it or not, 150 years ago the average male only lived to age 65 and most worked until they died, so the idea of retirement is still a relatively new concept. Donna and Nathan discuss this and other retirement revelations outlined in Ben Carlson’s book, “Everything’s You Need to Know About Retirement”. 

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/13/2024; Original Air Date: 9/28/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Who’s Tax Policy Will Win?

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