Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

December 09, 2022 The Birth of the Oil Industry
Steve and Nathan provide an update on the markets and talk about bear market psychology. Also, on our MoneyTalk Moment in Financial History Nathan and guest Daniel Sowa tell the story of the men responsible for the birth of the oil industry.

Hosts: Steven Beauvais, Nathan Beauvais EA, CFP® & Daniel Sowa; Air Date: 12/7/2022
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43 min
December 08, 2022 You Asked For It
Donna addresses recent frequently asked questions from MoneyTalk listeners, including: current IRA contribution limits, capital gains distributions and tax loss harvesting, and five lessons learned from the "Wall Street Nifty Fifty", fifty stocks touted as buy-and-hold opportunities in the inflation ridden era of the 1970s that proved to be poor bets.

Hosts: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/6/2022
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43 min
December 07, 2022 When the Staying Gets Tough
Donna provides an update on the state of the markets, and revisits an important conversation from October on the pitfalls of selling in the midst of a bear market. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/5/2022
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43 min
December 05, 2022 Best of MoneyTalk
Donna updates listeners on the state of the markets, followed by some of the best of MoneyTalk, including upcoming changes to social security for the new year, year end retirement planning, and best practices for maximizing your credit score.

Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/2/2022
See omnystudio.com/listener for privacy information.
43 min
November 28, 2022 Top 10 Turkeys of 2022
To celebrate turkey day, Nathan rings in the holiday with his top 10 "turkeys", or biggest failures, of 2022. News flash: it was a very competitive year!

Host: Nathan Beauvais EA, CFP®; Air Date: 11/25/2022
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43 min
November 25, 2022 Your Financial Planning Starter Kit
Financial planning seems daunting when you’re getting started, which is the main reason why so many people never get started. Donna and Nathan are here to help you overcome that barrier with a step-by-step tutorial on how to prepare for a successful financial planning engagement.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®; Air Date: 11/22/2022
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43 min
November 23, 2022 Happy Harvesting!
Let’s face it, bear markets are painful, and this one is no exception, but with loss often comes opportunity and for those with taxable investment accounts the opportunities to shelter yourself from capital gains through tax loss harvesting are abundant. Donna address FAQs on managing your taxable investment income and Roth vs Traditional IRA contributions.

Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/21/2022
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44 min
November 21, 2022 What's the Deal With Life Insurance & Annuities?
On MoneyTalk we like to address questions that repeatedly come up with clients and listeners, so to invoke a little Jerry Seinfeld, "What's the deal with life insurance and annuities?" Donna and Nathan discuss how these products work and who needs them, and examine the challenges we face when dealing with competing goals.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®; Air Date: 11/17/2022
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43 min
November 18, 2022 100 Years Before FTX
The fraud perpetrated by crypto giant FTX has been described as unprecedented, but nearly a century ago we find a story with shocking parallels to this moment that you likely have never heard. Steve and Nathan tell the harrowing story of Ivar Kreuger, one of the great visionaries of the turn of the century who’s financial empire would eventually be exposed as nothing more than a house of cards.

Hosts: Steven Beauvais & Nathan Beauvais EA, CFP®; Air Date: 11/16/2022
See omnystudio.com/listener for privacy information.
43 min
November 17, 2022 Retirement FAQs
Retiring in a slowing economy can be scary, and this is where having a well crafted and actively executed financial plan can make all the difference. Donna gets into the questions that she’s been hearing from new retirees, including: “how do I make the most of my social security benefit?”, “should I take the lump sum option or pension payout for my company rollover?”, and more.

Hosts: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/14/2022
See omnystudio.com/listener for privacy information.
44 min