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?

With the government likely under full Republican control, there is high potential for drastic policy changes that could have a meaningful impact on the economy. Nathan and Steve discuss some of the agenda items where the new Trump administration and Congress will likely focus their efforts, and how we can expect financial markets to respond. Also, on our MoneyTalk Moment in Financial History we cover the Panic of 1907 & 1908.

Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais;  Air Date: 11/6/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

A New Trump Economy

The income limits on Roth IRAs exclude a large portion of the population from contributing, but luckily there are some workarounds. Donna and Nathan discuss some loopholes to the Roth participation rules that could help you take advantage of its vast benefits. Also on MoneyTalk, promoting financial literacy in schools, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 11/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Circumventing Roth Income Limits

Life insurance is vitally important, and often never actually used, which makes it a difficult sell for some people. Donna and Nathan discuss how different types of life insurance policies work, who they are most appropriate for, and the critical role they can play in managing your risk. Also on MoneyTalk, understanding restricted stock units, and Stock Trivia: Two Truths and a Lie.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 10/31/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

Who’s Tax Policy Will Win?

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