Épisodes

  • How to Protect Your Estate

    How to Protect Your Estate
    Feb 19 2026

    Let’s be honest, none of us like thinking about our mortality, and unfortunately this can lead to procrastination with addressing important estate planning matters. Donna and Nathan discuss some of the more common estate planning mistakes and some simple steps you can take ensure that your assets are protected for the long haul. Also, on MoneyTalk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/17/2026; Original Air Date: 7/25/2024. 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!

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    43 min
  • Final Approach to Retirement

    Final Approach to Retirement
    Feb 18 2026

    That stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you past the goal line, and how you choose to focus your efforts and resources will make all the difference. Donna and Nathan run through some of the challenges and key decisions that you’ll face from ages 50 to 65 as you position yourself for the big transition. Also, on MoneyTalk, Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 2/16/2026; Original Air Date: 5/23/2023. 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!

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    42 min
  • Estate Planning Failures

    Estate Planning Failures
    Feb 18 2026
    If you are among the millions of Americans who don’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Special Guest: Paul Brule; Air Date: 2/13/2026; Original Air Date: 3/24/2023. 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!

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    42 min
  • A Retirement Well Spent

    A Retirement Well Spent
    Feb 18 2026

    When it comes to retirement, how you spend your time is arguably as important as how you generate income, but seldom receives the same attention during the planning phase. Donna and Nathan discuss the importance of prioritizing structure and values-based activities when planning your transition to retirement. Also, on MoneyTalk, why the private equity markets are all in on AI, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/12/2026. Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

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    41 min
  • Income Tax Talk

    Income Tax Talk
    Feb 12 2026
    If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but most Americans receive income from multiple sources, all of which are taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales. Also on MoneyTalk, how to choose the right retirement account, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/10/2026; Original Air Date: 4/9/2024 & 1/20/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

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    42 min
  • You’re Asking For It

    You’re Asking For It
    Feb 12 2026
    Donna shares answers to questions from wealth management clients, including: How do I go about selling my precious metal items without getting swindled? How do I live my best retirement without overspending? How can I teach my college age child to save when prices are so high? What kind of an emergency fund should I keep?— and more. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/9/2026. 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!

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    43 min
  • Seeking Financial Compatibility

    Seeking Financial Compatibility
    Feb 10 2026

    Nearly half of marriages today end in divorce, and surveys show that the leading causes for these failed unions involve differences around money. Donna and Nathan discuss the importance of financial compatibility between partners, and the critical role of communication and transparency around money. Also, on MoneyTalk, finding your safe spending rate in retirement, paying off your mortgage vs investing, when to claim social security, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 2/5/2026; Original Air Date: 10/5/2023. 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!

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    42 min
  • DIY Investor Traps

    DIY Investor Traps
    Feb 10 2026

    With the right instruction, you could probably fly an airplane, but you leave it to a professional because the cost of making a mistake is too high. Many feel the same way about investing, but for those who prefer the pilots chair, Nathan explains a few of the traps DIY investors often fall into and how to recognize them. Also, on MoneyTalk, understanding the various business entities, the consequences of trading to much, and Beauvais’s book recommendations. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 2/6/2026. 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!

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    41 min