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Don Sowa's MoneyTalk

Don Sowa's MoneyTalk

De : Cumulus Providence
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Weekdays
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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

2026 Cumulus Providence Economie
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    Épisodes
    • Annuities: The Cost of Guaranteed Income

      Annuities: The Cost of Guaranteed Income
      Jan 23 2026
      The annuity was designed to provide a stream of lifetime income in exchange for a lump sum payment, and they have since evolved to provide varying levels of safety and growth, but these features come at a steep cost, and it’s important to understand their limitations if you wish to reap their benefits. Donna and Nathan discuss mechanics, tax treatment, and complex rules governing annuities that can lead to confusion and costly mistakes. Also, on our MoneyTalk Moment in Financial History, Nathan covers the critical role of tariffs and taxes throughout US history. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/21/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

      See omnystudio.com/listener for privacy information.
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      42 min
    • The Zero Tax Population

      The Zero Tax Population
      Jan 22 2026

      After the tax breaks built into the One Big Beautiful Bill, it is estimated that 42% of Americans will pay zero income tax, and if you were wondering how that could be possible, you’re not alone! Donna and Nathan walk us through five different scenarios of households that would end up paying no income taxes under the current tax system. Also, on MoneyTalk, 529s and other college tools, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/20/2026; Original Air Dates: 12/28/2023 & 10/2/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

      See omnystudio.com/listener for privacy information.
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      40 min
    • New Roth Rules & IRA Limits

      New Roth Rules & IRA Limits
      Jan 20 2026

      High earners over age 50, a group traditionally excluded from Roth participation, are now being required to make their catch-up contributions on a Roth basis, an ironic pivot intended to bolster near term government revenue. Donna and Nathan discuss the various changes to retirement account rules and limits to keep you on the right side of the regulators. Also, on MoneyTalk, investing in international markets, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 1/15/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

      See omnystudio.com/listener for privacy information.
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      42 min
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