Don Sowa's MoneyTalk

By Cumulus ProvidenceBusiness

Don Sowa's MoneyTalk episodes

September 27, 2021 What About Bonds?
The Federal Reserve has announced its intention to gradually wind down the $120 billion per month in treasuries and mortgage-backed securities purchases that has provided stability to the markets since the onset of the pandemic. Donna and Nathan discuss what this could mean for the bond market going forward. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
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33 min
September 24, 2021 The Pursuit of Balance
After years of expanding the money supply through economic stimulus the Fed is now faced with the delicate task of easing inflationary pressures by incrementally ·tapering·, or pulling back, that stimulus to avoid sending shockwaves through the economy. Don and Donna Grace explain how the reciprocal relationship between monetary and fiscal policy creates challenges for policymakers and effects our daily lives. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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31 min
September 23, 2021 Scaling the Wall of Worry
For investors to overcome the forces that breed fear in the markets, it is important to understand the context behind the news of the day. Don discusses some current issues creating waves in the global markets, and whether or not investors should be concerned. Host: Donald Sowa, CFP®, AIF®
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32 min
September 21, 2021 Breaking Down Headline Risk
Investing carries risk, and depending on the investment, those risks can be many. Nathan takes us through the numerous forms of market risk with a special focus on one of the most challenging risks to plan for, headline risk. Host: Nathan Beauvais, EA, CFP®
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33 min
September 20, 2021 Climbing the Risk Ladder
Understanding the scale of risk among asset classes and investment products is important when it comes to building a suitable allocation strategy. Steve and Nathan explain where various types of investments lie on the risk ladder, and how to determine which ones are right for your portfolio. Hosts: Steven Beauvais & Nathan Beauvais, EA, CFP®
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32 min
September 15, 2021 IRA Rule Changes You Should Know
The SECURE Act presented a mixed bag for retirees, pushing the RMD age from 70 ½ to 72 to reflect trends in longevity, while adversely impacting many non-spousal beneficiaries with inherited IRAs. Don and Donna Grace take us through some of the recent changes to retirement account rules and what they could mean for your money. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF®
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32 min
September 13, 2021 A Tale of Two Retirements
The pandemic has impacted those approaching retirement in two very distinct ways, with some benefiting financially finding themselves in a position to retire early while others who continue to struggle may be facing additional working years. Donna and Nathan discuss the forces behind this experience gap and the financial planning repercussions. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®
See omnystudio.com/listener for privacy information.
33 min
February 15, 2019 Service Matters 2-15-19
53 min