Don Sowa's MoneyTalk

Cumulus Providence
Don Sowa's MoneyTalk

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

  1. 1 DAY AGO

    Getting Started With Estate Planning

    Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building out their estate plan. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/17/2025; Original Air Date: 11/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    42 min

  2. 2 DAYS AGO

    A Guide to Social Security

    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 programâs implementation. Also on MoneyTalk, altenrnative sources of investment income. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 2/14/2025; Original Air Dates: 8/3/2023 & 5/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    42 min

  3. 2 DAYS AGO

    More Housing Turmoil

    We all know how rough the housing market has been over recent years, and although buyers are beginning to show up again, we’re simultaneously seeing in uptick in houses previously for sale being delisted. Donna and Nathan discuss the economic factors behind this grave mismatch in the supply and demand for housing. Also on MoneyTalk, why we should take caution with financial advice on social media, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/13/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    42 min

  4. FEB 14

    Are You Overpaying the Government?

    The IRS is anticipating higher tax returns for 2024 due to an increase in the standard deduction, and adjustments to the tax brackets and Earned Income Tax Credit. Nathan explains the drawbacks of getting a big tax return, and how to adjust your withholds so more of your money can be put to work for you. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 2/12/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    24 min

  5. FEB 13

    Carried Interest, Credit Card Rates & Gifting

    Donna and Nathan let the listeners take the drivers seat, taking questions on topics including: Trump’s surprising position on the carried interest loophole, how skyrocketing credit card rates have impacted debtors, and when gift tax needs to be considered. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/11/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    42 min

  6. FEB 13

    Changing Your Mind on Money

    We try our best to be intentional and calculated with how we manage our money, but until we acknowledge those involuntary forces behind our decisions, it’s hard to succeed in meeting our money goals. Donna and Nathan discuss the field of behavioral finance, and insights from the late Daniel Kahneman about the biases that drive our decisionmaking around money. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/10/2025; Original Air Date: 3/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    42 min

  7. FEB 12

    Finding Your Work/Life Balance

    Burnout is all too common in corporate America today, and for those trying to decide if itâs time to jump ship to a new career it can be a scary and uncertain time. Nathan talks with Dave Lubelczyk, founder of The Dream Catapult, to discuss his journey of leaving the corporate world behind to help individuals rewrite their story and pursue a lifestyle that better reflects their true values. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Dave Lubelczyk; Air Date: 2/7/2025; Original Air Date: 2/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    42 min

  8. FEB 10

    401K Participation Surges

    A recent study shows that, for the first time in nearly 50 years, half of private sector workers are contributing to a 401K. Donna and Nathan discuss the factors contributing to this increased participation, and whether this trend will be enough to close the retirement savings gap in our country. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/6/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    42 min
See All (742)

Ratings & Reviews

4.5
out of 5
8 Ratings

About

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

Information

  • Creator
    Cumulus Providence
  • Years Active
    2018 - 2025
  • Episodes
    742
  • Rating
    Clean
  • Copyright
    © 2025 Cumulus Providence
  • Show Website
    Don Sowa's MoneyTalk

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada