Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

December 01, 2021 Managing Expectation
As we approach year end, many investors are looking back at some healthy gains from the past year and setting their expectations for 2022. Don reminds us of the first lesson of investing, that past performance is no indication of future gains, and offers some guidance on planning for the year ahead. Host: Donald Sowa, CFP®, AIF®
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32 min
November 29, 2021 Inflation, Its Complicated
Inflation has quickly become a major part of our national dialogue, but with the cost of energy exponentially spiking while other sectors like consumer electronics and healthcare remain flat, the story on inflation is not so straightforward. Don and Donna attempt to bring some clarity to the conversation around inflation and the true impact it is having on our daily lives. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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32 min
November 23, 2021 Origins of Capitalism
We tend to think of the United States as being the birthplace of Capitalism, but the truth is that it started hundreds of years before. On this week·s MoneyTalk Moment in Financial History, Nathan takes us back to a moment when the widespread use of credit combined with the belief that the future would be better than the past gave way to the explosive growth that made the founding of America possible. Host: Nathan Beauvais, EA, CFP®
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32 min
November 23, 2021 Estate Planning Tips
We spend the majority of our lives working to accumulate wealth, but many neglect to properly plan for what to do once that wealth has been accumulated. Donna and Nathan discuss estate planning, from adding beneficiaries to your retirement accounts to the more complex tax related strategies. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
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33 min
November 17, 2021 Boomers Backtracking on Retirement
Labor shortages have stunted economic recovery efforts, but the bureau of labor statistics recently announced that 6.2% of retired people have returned to work over the past 3 months. Donna takes us through some recent positive trends in employment, and what might be driving individuals 55 and older to backpedal on their retirement plans. Host: Donna Sowa Allard, CFP®, AIF®
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30 min
November 15, 2021 Inflation Update & The History of Emerging Markets
Steve and Nathan revisit the inflation discussion as it pertains to recent developments in shipping costs and commodities prices. Also, on our MoneyTalk Moment in Financial History we focus on the history of emerging markets, from the explosive growth of today·s developing nations back to the original EM nation: the United States. Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP®
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31 min
November 10, 2021 IRA Changes on the Horizon
There are currently several proposals moving through Congress that focus on protecting working class retirement account holders and closing loopholes that have allowed high earners to disproportionately benefit from IRA rules. Don and Donna Grace explain the details behind these landmark proposals and who they would impact the most. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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32 min
November 09, 2021 Know Your Capital Gains
Deciding how and where to invest is challenging enough, but planning for the tax consequences of your activity can make the process feel endlessly complex. Don explains the rules around capital gains taxes, and strategies money managers use to minimize their burden come tax time. Host: Donald Sowa, CFP®, AIF
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32 min
November 08, 2021 Common Financial Fails
You may take your retirement planning seriously, but when trying to balance it with the demands of everyday life it is easy for even the dedicated planner to slip up at times. Donna and Nathan discuss some common financial planning mistakes, from over-allocating the tax deferred portion of your savings, to failing to plan your free time in retirement. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
This article is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.
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32 min
November 03, 2021 Growth vs Value Investing
The markets move in cycles, and different styles of investments often perform in different ways as we progress through those cycles. Don discusses the differences between growth and value investing, and the market conditions that often favor one over the other. Host: Donald Sowa, CFP®, AIF®
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31 min