Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

January 11, 2022 A Calculated Approach to Retirement
Many financial institutions have made retirement calculators available to provide individuals with a rough idea of how far their retirement savings will take them, but the accuracy of the results vary widely, mostly due to their limited input. Donna and Nathan discuss the many considerations that go into projecting retirement income needs and the pitfalls of oversimplifying the planning process. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
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31 min
January 10, 2022 Running Low on Low Risk Options
Many income investors are finding that bond yields are no longer meeting their needs, prompting some to introduce riskier assets into their portfolios. Steve and Nathan talk about the complexities of risk allocation for older investors in this low yield environment. Also, this week’s MoneyTalk Moment in Financial History covers the nation’s most enduring entitlement program, social security. Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP®
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31 min
January 10, 2022 Finding Emotional Balance
Anyone who doesn’t believe that emotions are a big part of investing has never felt the rush of a stock rally or the weight of a bad loss, and the market performance of the past few years has led to some emotionally charged trading activity. Don and Donna Grace discuss the importance of maintaining balance in your expectations and investment strategy. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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31 min
January 06, 2022 And What a Year it Was
After a year defined by both societal losses and market gains, we usher in the new year with both reflection and anticipation. Donna and Nathan cover the top financial topic searches of 2021, and trending analyst expectations for 2022. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
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32 min
January 04, 2022 Lessons From One of History’s Worst Investors
People hold onto failing investments for a range of different reasons, be it a vision for the future, the desire to recoup losses, or just plain hubris. Most bad investors you’ll never hear about because they never make it. On this edition of the MoneyTalk Moment in Financial History, Steve and Nathan share lessons from one man who’s artistic success allowed him the resources to repeatedly fail as an investor, Mark Twain.

Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP
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31 min
December 30, 2021 How to Pick Your Advisor
How do you know if an advisor is the right fit for you? Don and Donna Grace discuss the process of selecting a financial professional, the different specializations you may find within the profession and the types of questions you should be asking to qualify them. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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32 min
December 28, 2021 Ringing in the New Year
After another record year for the markets, some analysts are signaling a return to a more somber outlook for the year ahead. Don recaps the names and sectors that drove the markets in 2021 and sets expectations for the new year. Host: Donald Sowa, CFP®, AIF®
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19 min
December 27, 2021 Financial Planning for All Ages
Take investment risk in your 20s; own life insurance in your 30s; ensure the tax diversification of your investments in your 40s; Nathan offers financial advice for individuals at each stage of their adult life and through retirement. Host: Nathan Beauvais, EA, CFP®
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32 min
December 23, 2021 Retirement Landscape
Making the decision to retire involves a host of different factors which vary from person to person, but a common error among pre-retirees is placing too much weight on market timing. Don and Donna Grace discuss various retirement planning topics, including the importance of focusing on asset allocation over market performance. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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31 min
December 22, 2021 New Year, New Agendas
The Fed has taken a more aggressive posture toward winding down quantitative easing efforts, announcing three rate hikes scheduled for 2022. Don covers the Fed pivot and other important regulatory and policy changes set to take place in the coming year that could impact investors. Host: Donald Sowa, CFP®, AIF®
See omnystudio.com/listener for privacy information.
31 min