One of your advisor’s jobs is to act as facilitator for you and your spouse, ensuring that all parties have a clear and active role in the financial decisions that impact them. Donna and Nathan discuss the benefits of having an all-in approach to managing your finances, and some of the planning topics that frequently come up. Also on MoneyTalk, the pros and cons of using target date funds, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/17/2025; Original Air Date: 8/13/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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