Don Sowa's MoneyTalk By cover art

Don Sowa's MoneyTalk

By: Cumulus Providence
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  • Summary

  • 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
    2024 Cumulus Providence
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Episodes
  • Exotic Investments

    Exotic Investments
    Jul 18 2024
    The once vanilla market for passive investments has become more akin to a supermarket, with options tailored to every possible taste. Nathan and Steve discuss some of the more exotic and creative specialty funds available today, with focuses such as employee satisfaction, particular religious beliefs, gender diversity, obesity, and more. Also, on our MoneyTalk Moment in Financial History we cover the history of tariffs and income tax in the US.

    Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 7/17/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

    See omnystudio.com/listener for privacy information.
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    42 mins
  • What Traits Make a Good Advisor?

    What Traits Make a Good Advisor?
    Jul 16 2024
    Donna and Nathan discuss how experience and relatability weigh in to the decision of choosing a financial advisor, and non-retirement situations that prompt people to engage in financial planning. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.

    Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

    See omnystudio.com/listener for privacy information.
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    42 mins
  • Inherited Accounts

    Inherited Accounts
    Jul 11 2024
    The shift from do-it-yourself financial planning to seeking the help of an advisor typically happens as you approach retirement, but other common triggers are unplanned life events, like inheriting money. Donna and Nathan discuss the rules and considerations around inheriting different types of financial accounts. Also on MoneyTalk, explaining the primary four payroll withholding, and Stock Trivia: Two Truths and a Lie.

    Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/9/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

    See omnystudio.com/listener for privacy information.
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    43 mins
Economics
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