Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

March 21, 2023 The Tax Fraud Hall of Fame
The IRS has warned about a tax scam encouraging filers to use inflated figures to boost their return, serving as a grim reminder that tax fraud continues to be a real problem in our country. Donna and Nathan take us through some of the most notorious tax evaders of the recent past, and report on the latest institutions to be swept up in the wave of bank failures.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®, CIMA®; Air Date: 3/13/2023
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omny.fm/listener for privacy information.
42 min
March 17, 2023 Lessons From Past Bank Failures
We’ve been talking a lot about the current bank crisis and what makes it so unique, and to provide some context we thought it would be useful to revisit some of our history’s more memorable bank runs on both a national and local level. On this MoneyTalk Moment in Financial History, Steve and Nathan take us through the Panic of 1907 and the Savings and Loan Crisis of the early 90’s.

Hosts: Steven Beauvais & Nathan Beauvais EA, CFP®, CIMA®; Air Date: 10/26/2022
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omnystudio.com/listener for privacy information.
42 min
March 16, 2023 Why This Bank Crisis is Different
The recent bank failures have prompted swift action by the Fed and the Treasury to minimize the impact on depositors and the broader banking system. Nathan explains how this event differs from the bank crisis of 2008, and how the spike in bond yields may present an opportunity for conservative investors.

Host: Nathan Beauvais, EA, CFP®, CIMA®; Air Date: 3/14/2023
See omnystudio.com/listener for privacy information.
42 min
March 14, 2023 The Aftermath of the Silicon Valley Bank Failure
After the failure of the nation’s 15th largest bank, Silicon Valley Bank, new fears about the solvency of the American banking system have begun to surface. Donna and Nathan discuss how this event could effect tech startups, the Fed’s plans for interest rates, and the potential for contagion in the broader markets.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®, CIMA®; Air Date: 3/13/2023
See omnystudio.com/listener for privacy information.
42 min
March 13, 2023 60 Day Rollover Rules & Bond Alternatives
Donna and Nathan take us through some of the rules around 60 day rollovers that can catch people off guard, and some bond alternatives that can provide dependable income in a weak bond market.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®, CIMA®; Air Date: 3/9/2023
See omnystudio.com/listener for privacy information.
42 min
March 10, 2023 Income Tax Talk & The Last Great Corner
Steve and Nathan cover some topics for tax filers, including the downside of receiving a big tax refund, who should and shouldn’t prepare their own taxes, and W-2 vs 1099 employees. Also, our MoneyTalk Moment in Financial History tells the cautionary tale of a small town southern grocer who took on the Wall Street elites to his own peril: the story of Clarence Saunders and Piggly Wiggly.

Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP®, CIMA®; Guest: Daniel Sowa; Air Date: 3/8/2023
See omnystudio.com/listener for privacy information.
43 min
March 09, 2023 Easing Into Retirement
More and more people are thinking about retirement as a gradual transition process rather than the traditional end of the road to their career. Donna and Nathan discuss the factors driving the semi-retirement trend, as well as some telling statistics on retirement account activity, and considerations for homebuyers in the current real estate market.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®, CIMA®; Air Date: 3/7/2023
See omnystudio.com/listener for privacy information.
42 min
March 07, 2023 Inheriting Money, Next-Gen Savings, and Converting to Roth
We spend significant time and energy planning planning for retirement, but often we are faced with unplanned circumstances that force us to make important financial decisions with limited time to prepare. Donna discusses the important factors to be considered when inheriting money, and other frequently asked questions related to savings vehicles for your children, and Roth conversations.

Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 3/6/2023
See omnystudio.com/listener for privacy information.
43 min
March 06, 2023 What’s Going On With TIPS?
Have you been wondering why inflation protected bonds have been performing so poorly in one of the worst inflationary environments in modern times? Well Donna and Nathan have your answer, and also tell the story of some of Warren Buffett’s worst investment calls.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®, CIMA®; Air Date: 3/2/2023
See omnystudio.com/listener for privacy information.
42 min
March 01, 2023 Retirement Planning FAQs
Donna addresses some of the limitations on contributing to multiple types of retirement accounts, common social security claiming mistakes, and the features of annuities that make them so unique.

Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/28/2023
See omnystudio.com/listener for privacy information.
43 min