Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

January 27, 2022 Bracing for Rising Rates
The markets are experiencing increased volatility, with additional pressure mounting as the Fed prepares for a series of rate hikes in the upcoming months. Don discusses the various forces at play as we enter this new phase for the markets. Host: Donald Sowa, CFP®, AIF®
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32 min
January 26, 2022 Time to Talk Taxes
Tax time is on the horizon, and now is a great time to get a head start on your tax prep to ensure that you are not leaving money on the table. Steve discusses some investment related tax facts to keep in mind as you get ready to file for 2021. Host: Steven Beauvais
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30 min
January 25, 2022 Is the S&P Too Tech Heavy?
With tech companies enjoying exponential market cap growth over the past decade, we have seen the S&P500 take on an increasingly disproportionate weighting in technology. Donna and Nathan respond to a listener question on diversification strategies to mitigate concentration risk within market cap weighted indices. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
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34 min
January 21, 2022 How to Pay $0 Capital Gains Tax
We often think of tax loopholes as a benefit of the rich, but there are certain opportunities for individuals at the lower end of the income scale to qualify for tax free returns from certain types of investments. Steve and Nathan discuss Topic 409, Section 121, and other areas of the tax code that can offer great advantages but get little attention. Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP®
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31 min
January 20, 2022 Planning for Social Security
Social security benefits make up 2/3 of the average retiree·s income, which is why it is so important to approach it thoughtfully. Don and Donna Grace take us through the social security benefit decision making process, and how to incorporate it into your retirement income plan. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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31 min
January 19, 2022 Are We Near the Turn?
S&P500 companies saw profits increase by a staggering 49% in 2021, leading some to question how long this rally can continue. Donna and Nathan warn investors about how fed easing could turn the tables in 2022. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
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31 min
January 18, 2022 Lets Take a Step Back
Investing is like baking, you don’t open the oven door until the cookies are done. Steve discusses the cyclical nature of broad market indexes when investing on a long-term basis, and the important role of patience in the retirement investing process. Host: Steven Beauvais
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30 min
January 14, 2022 Fighting Our Reactionary Nature
One of the leading causes for investors underperforming the market is the inclination to sell off during market downturns. Don and Donna Grace talk about the importance of having a defined investment strategy to guide you, and more importantly, to save you from the desire to react when things go wrong. Host: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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31 min
January 13, 2022 Q1 2022 Market Update
Don offers market commentary and his general outlook on the state of the economy for the new year. Host: Donald Sowa, CFP®, AIF®
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31 min
January 12, 2022 When is Enough, Enough?
What is greed? Is it possible to never have enough money, and if so, is this not greed? Nathan discusses the role of fear in our pursuit of wealth, and the importance of establishing clear goals for our money to ensure that it holds healthy role in our lives. Host: Nathan Beauvais, EA, CFP®
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35 min