Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

March 27, 2025 The Private Equity Boom
Private companies make up nearly 87% of American industry, and the Private Equity market, which provides the public with access to this space, has exploded in size and influence. Donna and Nathan explain the drivers behind this fundamental shift, and what it tells us about the state of the economy. Also on MoneyTalk, different types of tax free income, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 3/25/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
43 min
March 26, 2025 Planning by Decade
Each decade of our adult lives brings its own unique set of financial challenges, so as important as planning for retirement is, a good financial plan also seeks to anticipate our coming needs in each stage along the way. Donna takes us through some of the financial priorities that turn up in our 40s, 50s and 60s. Also on MoneyTalk, common retirement mistakes and how to avoid them. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 3/24/2025; Original Air Dates: 2/5/2024 & 4/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
42 min
March 25, 2025 Building a Budget
Budgeting is among the most vanilla financial topics we discussed on the show, but when you think about its benefits, such as being able to spend guilt free, to plan for large expenses, and to replenish your emergency fund, following a budget can be a liberating experience that brings you closer to achieving your financial goals. Donna and Nathan discuss the process of creating a budget for individuals at all income levels. Also on MoneyTalk, planning for risks you don't expect, and how different types of income are taxed. Hosts: Donna Sowa Allard, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®; Â Air Date: 3/21/2025; Original Air Date: 4/9/2024, 7/2/2024 & 7/29/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
40 min
March 24, 2025 Estate Planning Mistakes
Letâs 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, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®; Â Air Date: 3/20/2025; Original Air Date: 7/25/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
43 min
March 24, 2025 Choosing Your Medicare Plan
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 healthcare expenses in retirement. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel take us through the complicated legacy of one of the Industrial Revolutionâs greatest contributors, Henry Ford. Hosts: Donna Sowa Allard, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®; Guest: Daniel Sowa; Air Date: 3/19/2025; Original Air Date: 6/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
42 min
March 20, 2025 Stay in Your Lane
See omnystudio.com/listener for privacy information.
42 min
March 19, 2025 Does Your Advisor’s Age Matter?
Finding a new advisor is all about seeking compatibility, and as much as personality matters, age tends to be the factor that weighs most heavily on the decisionmaking process. Donna and Nathan discuss how experience and relatability impact peoples’ choice when selecting a financial advisor. Also on MoneyTalk, responsible use of credit cards for young adults, and understanding umbrella insurance policies. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 3/17/2025; Original Air Date: 7/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
42 min
March 18, 2025 Making Sense of Social Security
Social Security is something that nearly all Americans will have to plan for in one way or another, and even the basic rules can cause confusion to those approaching benefit age. Donna and Nathan discuss some of the common questions they receive on Social Security benefits. Also on MoneyTalk, flaws in the Monte Carlo simulation, and celebrity estate planning blunders. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 3/14/2025; Original Air Date: 3/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
42 min
March 17, 2025 Changing Your Mind on Money
We try our best to be intentional and calculated with how we manage our money, but until we acknowledge the involuntary forces behind our decisions, itâs hard to succeed in meeting our money goals. As a tribute to the late economist and writer, Daniel Kahneman, Donna and Nathan discuss his contributions to behavioral finance, and his insights about the biases that drive our decisionmaking around money. Hosts: Donna Sowa Allard, CFPÂ®, AIFÂ® & Nathan Beauvais, CFPÂ®, CIMAÂ®; Air Date: 3/13/2025; Original Air Date: 3/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
43 min
March 14, 2025 Black Friday 1869
In the late 19th century, the industrial elite had a heavy hand in American politics, and this corrupt relationship created opportunity for the few at the top to amass vast sums of wealth, if they played their cards right. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of Black Friday 1869, when railroad magnate, Jay Gould, attempted to manipulate President Ulysses S Grant to corner the gold market. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 3/12/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
43 min