41 min
Getting Your Plan Off the Ground Don Sowa's MoneyTalk
-
- Business
The motivation to start your financial plan often comes after big life events, such as the start of a new career, your first child, marriage, or divorce, but if your upcoming retirement is the life event that kick starts your planning, you may find yourself behind the 8 ball. Donna and Nathan discuss the importance of prioritizing financial planning while time is still on your side. Also on MoneyTalk, Donna zeros in on one of the more complex areas of financial planning that people tend to put off, estate planning.Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/6/2024.
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.
The motivation to start your financial plan often comes after big life events, such as the start of a new career, your first child, marriage, or divorce, but if your upcoming retirement is the life event that kick starts your planning, you may find yourself behind the 8 ball. Donna and Nathan discuss the importance of prioritizing financial planning while time is still on your side. Also on MoneyTalk, Donna zeros in on one of the more complex areas of financial planning that people tend to put off, estate planning.Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/6/2024.
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.
41 min