Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

November 02, 2021 Why Intrinsic Value Still Matters
Speculation plays an ever-increasing role in market activity as investors take bets on perceived growth opportunities in tech companies and crypto currencies, with little regard for intrinsic value. Nathan talks about the importance of understanding the difference between market value and intrinsic value when investing for the long term. Host: Nathan Beauvais, EA, CFP®
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32 min
November 01, 2021 The Debt Trap
It has been said that debt is the slavery of the free, and although many people use the benefits of credit cards to their advantage, many more fall victim to the revolving debt spiral that has taken hold of our society. Steve and Nathan talk about responsible ways to use debt, and how understanding the breakdown of your credit score can protect you. Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP®
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32 min
October 29, 2021 Scary Retirement Facts
The unknown can be scary, and some of the unknown aspects of retirement planning can add anxiety to an already stressful process. Don and Donna Grace discuss issues of uncertainty, from the future of social security to the disproportionate impact of cost of living increases on seniors. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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31 min
October 28, 2021 Pay Down or Save Up?
Hardships often lead to compromises, such as deciding whether to boost your 401k contributions or paying down debt. Don offers some guidance on navigating the pros and cons of this weighty decision. Hosts: Donald Sowa, CFP®, AIF®
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31 min
October 26, 2021 Happy Cybersecurity Awareness Month!
In honor of Cybersecurity Awareness Month, Donna and Nathan talk about some of the prevailing cyber threats and fraud tactics being used to infiltrate your personal data, and best practices to ensure that you and your loved ones don·t fall victim to the widespread efforts of these cybercriminals. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
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31 min
October 22, 2021 The Rental Squeeze
Certain segments of the economy are feeling the current inflation wave more than others, and with high housing prices scaring off many buyers, rentals have seen a major spike. Steve and Nathan discuss how rental inflation is stifling the recovery for many working class Americans. Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP®
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32 min
October 21, 2021 Retirement Incoming
The road to retirement is long, and too often people become complacent and fail to see the finish line until it is upon them. Don and Donna Grace answer the common question: what is the right age to do a formal retirement analysis to determine what your retirement income should be? Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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31 min
October 19, 2021 A Holistic Approach to Planning
Holistic financial planning about bringing your long-term financial picture into focus, in the same way you would carefully adjust the settings on a microscope to see your subject more clearly. Nathan provides a bird·s eye view of the financial planning process, from documenting your resources to defining your goals. Host: Nathan Beauvais, EA, CFP®
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32 min
October 18, 2021 Medicare Season is Upon Us
Its that time of year again: Medicare open enrollment began Friday October 15th where individuals age 65+ became eligible to enroll in or make changes to their Medicare coverage for the upcoming year. Donna and Nathan talk over some important facts to know about Medicare Parts A through D, the range of supplemental plans, and the questions you should be asking when deciding what is right for you. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
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31 min
October 15, 2021 Before the Fed
Its hard to believe, but there was a world before the Federal Reserve when there was no central bank providing financial stability to the US banking system. On this edition of our MoneyTalk Moment in Financial History Nathan takes us back to a time when the US was transitioning from an agrarian society to one that would become redefined as the global center of finance and industry. Host: Nathan Beauvais, EA, CFP®
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31 min