Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

September 29, 2022 Alternative Investments Explained
When most of us think of investments we think of stocks and bonds, but alternative investments have been a go-to for investors looking for diversification or hedging strategies since the early days of Wall Street. Donna and Nathan discuss the various types of alternative investments and how they can be used. Also, our MoneyTalk Moment in Financial History focuses on the very first stock ever issued, the Dutch East India Company.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®; Air Date: 9/28/2022
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44 min
September 28, 2022 Basics of IRA Planning
When your grandparents retired, life was simpler: you said your goodbyes, got your gold watch, and started receiving those pension and social security checks. Today, you are expected to create a retirement income plan with the right mix of account types and a tax efficient distribution strategy, and if you're lucky, you won't outlive your money. Donna takes us through the basics of IRA planning, the tax considerations, and more. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 9/27/2022
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44 min
September 27, 2022 Sequence-of-Returns Risk
Bear markets hurt, but for those making consistent contributions it can feel a bit like discount shopping, and who doesn't love a good sale? Donna discusses the benefits of staying the course with your contributions when markets underperform, and how sequence-of-returns-risk is impacting retirees who depend on their portfolios for income. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 9/26/2022
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44 min
September 27, 2022 Best of MoneyTalk
Steve and Nathan recap another punishing week for investors and the questionable timing of the UK's planned tax cuts, followed by some Best of MoneyTalk segments, including: the power of compound interest, the facts about annuities, and big mistakes made by some of the world's most successful investors. Hosts: Steven Beauvais & Nathan Beauvais EA, CFP®; Air Date: 9/23/2022
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44 min
September 26, 2022 Investing In Your Children
Lets be honest, the world is an expensive place; and for today's young adults survival is often dependent on parental support. Donna and Nathan discuss investment and savings vehicles designed for the benefit of your children, and considerations you should have when choosing how and when to use them. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®; Air Date: 9/22/2022
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43 min
September 22, 2022 Happy Fed Day!
As expected, the Fed raised rates by another 75 basis points on Wednesday, but the markets responded as if blindsided by the news. Donna and Nathan discuss how rising rates are being felt across the economy, the drastic shift taking place in the housing market, and some internal biases that drive our financial decision making. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®; Air Date: 9/21/2022
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44 min
September 21, 2022 Financial Follies
Don and Donna offer insight on what’s driving markets today, and discuss the importance of learning from the money mistakes of others. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®; Air Date: 9/20/2022
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44 min
September 20, 2022 What Will the Fed Do Next?
Don and Donna discuss recent market volatility, how fed policy expectations are effecting the economy, and focus areas of the financial planning process. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®; Air Date: 9/19/2022
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43 min
September 19, 2022 Best of MoneyTalk
Nathan recaps another tough day for the markets, followed by some Best of MoneyTalk segments of the week, including: retirement planning for the self employed, moves to make in a down market, and financial planning in your 40's. Host: Nathan Beauvais EA, CFP®; Air Date: 9/16/2022
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44 min
September 19, 2022 Age Based Planning Tips
Financial Planning is a process that evolves as you age, and successful execution of your plan requires that it’s focus areas reflect not only your long term goals, but also your current priorities. Donna and Nathan discuss financial planning priorities as they relate to the various decades of your adult life. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais EA, CFP®; Air Date: 9/15/2022
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43 min