Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

October 14, 2021 Achieving Financial Wellness
Money is one of the leading sources of stress for individuals today, which is why financial wellness has such a direct correlation to general health and wellness in our lives. Don and Donna Grace discuss the major areas of financial wellness: having a clear picture of your financial goals, understanding risk, achieving financial stability, and being mindful about the feeling you associate with money. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
See omnystudio.com/listener for privacy information.
32 min
October 13, 2021 Retirement Plan Reset
Even a short amount of time out of work can have an exponential impact on your retirement savings. Don discusses how the recent financial hardships of everyday Americans, particularly women, have forced many to increase their rate of savings just to stay on track for their retirement goals. Host: Donald Sowa, CFP®, AIF®
See omnystudio.com/listener for privacy information.
31 min
October 12, 2021 Is a Roth Conversion Right For You?
Roth IRAs come with some truly unique features that can pose great benefits for people under the right circumstances, but where does that leave those who have most of their retirement assets in a traditional IRA? Nathan discusses Roth Conversions, how they work, who they work best for, and the factors to consider before making your move. Host: Nathan Beauvais, EA, CFP®
See omnystudio.com/listener for privacy information.
32 min
October 08, 2021 Managing Your Generosity
Many believe that a successful retirement means not only having control over how you spend your time and money, but also having the ability to provide financial support to your loved ones. Don and Donna Grace discuss the importance of prioritizing your own needs in retirement and taking a calculated approach to generosity. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
See omnystudio.com/listener for privacy information.
30 min
October 07, 2021 5 Investment Trends to Watch For
From cryptocurrencies to electric vehicles to artificial intelligence, the investment landscape is evolving and the markets are taking notice. Don offers five investment trends that could dominate the conversation over the next few years. Host: Donald Sowa, CFP®, AIF®
See omnystudio.com/listener for privacy information.
31 min
October 06, 2021 The Debt Ceiling Debacle
Congress has passed short term appropriations bills to avert a government shutdown, but the battle over the debt ceiling remains unresolved. Donna and Nathan discuss how growing inflation and historic levels of government spending are playing into the politics of this debate on Capitol Hill, and whether this emphasis on the national debt is even warranted. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
See omnystudio.com/listener for privacy information.
31 min
October 05, 2021 RMD Rules & Monopolies That Made Us
The government provides tax incentives to help promote retirement savings, but as we all know government generosity has its limits, and eventually they always get their share. Steve and Nathan explain required minimum distribution rules and why they exist. Also, our MoneyTalk Moment in Financial History looks back at an industry phenomenon as old as industry itself: the monopoly. Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP®
See omnystudio.com/listener for privacy information.
32 min
September 30, 2021 More Tax Reform
Regardless of who holds the majority of seats in congress, tax reform is always on the short list of priorities. Donna and guest host Erica Guatieri, CPA, MST go over some of the tax changes being proposed, from tax bracket modifications to taxation of unrealized capital gains, and who these reforms could impact. Hosts: Donna Sowa Allard, CFP®, AIF® & Erica Guatieri, CPA, MST
See omnystudio.com/listener for privacy information.
32 min
September 29, 2021 Getting Back on Track
The average working American has less than $10,000 saved for retirement, and many of those approaching retirement barely have enough to cover cost of living. Donna presents the rules of thumb that individuals at different stages of work life can use to get back on track for their retirement goals. Host: Donna Sowa Allard, CFP®, AIF®
See omnystudio.com/listener for privacy information.
33 min
September 28, 2021 What's Your Number?
Some questions in life are subjective and may not have a single right answer, but for others we let the numbers guide us. Steve explains the factors involved in calculating how much it will cost for you to retire. Hosts: Steven Beauvais
See omnystudio.com/listener for privacy information.
31 min