There are a variety of investment vehicles at your disposal, and knowing how and when to use one over another requires a good understanding of their mechanics. Nathan breaks down the common investment vehicles, how they differ, and the various needs they serve within your portfolio. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve cover a period that still looms large in the collective memory of our nation, The Great Financial Crisis of 2008. Hosts: Nathan Beauvais CFP®, CIMA®, CPWA® & Steven Beauvais; Air Date: 9/3/2025; Original Air Dates: 10/25/2023 & 8/2/2024. 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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