You can learn a whole lot about a person just by following their money, so there’s a level of vulnerability inherent in the financial planning process that many find it difficult to overcome in the initial stages. Donna and Nathan take us through the steps involved in launching a financial plan, and the liberating effect that financial transparency can bring. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel tell a story of corruption and bloodshed: the building of the second transcontinental railroad, the Northern Pacific. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 6/11/2025; Original Air Dates: 2/16/2023 & 10/11/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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