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
  • The Cash Trap

    The Cash Trap
    Jun 27 2024
    If you were to be told 10 years ago that today you’d be earning more than 5% on a money market, you would probably laugh, but how this new reality and the resulting flood of money into risk free assets will impact investors in the long run is no laughing matter. Donna and Nathan discuss how Americans may be falling into the cash trap. Also on MoneyTalk, planning for inherited money, and Stock Trivia: Two Truths and a Lie.

    Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/25/2024. 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
  • Client Portfolio Nightmares

    Client Portfolio Nightmares
    Jun 26 2024
    Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some examples of client portfolio nightmares, and how they came to pass. Also on MoneyTalk, what does retirement mean to you?

    Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/24/2024. 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
  • An Efficient Approach to Retirement Income

    An Efficient Approach to Retirement Income
    Jun 24 2024
    With more and more people saving a portion of their money on a Roth basis, the next generation of retirees will have greater opportunities for maximizing tax efficiency when it comes to taking retirement income. Donna and Nathan discuss the importance of order of distribution when it comes to drawing from your retirement assets. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie.

    Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/20/2024. 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
  • Choosing Your Medicare Plan

    Choosing Your Medicare Plan
    Jun 20 2024
    The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your retirement expenses. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also on MoneyTalk, unwinding the assets and debts of an inherited estate, and Stock Trivia: Two Truths and a Lie.

    Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/18/2024. 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
  • Is This a Risky Investment?

    Is This a Risky Investment?
    Jun 19 2024
    With innovative new products entering the market every year, understanding how an investment impacts your portfolio risk can be a challenge. Donna discusses how to compare risk among various alternative investment products. Also on MoneyTalk, planning for the cost of healthcare in retirement.

    Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/17/2024. 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