On this episode of MoneyTalk, Nathan discusses a new strategies for unused 529 savings, how to lower your tax bill with qualified charitable distributions, challenges with budgeting, and how to determine your risk tolerance. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/21/2025; Original Air Date: 8/22/2023 & 3/18/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

On this episode of MoneyTalk, Nathan discusses a new strategies for unused 529 savings, how to lower your tax bill with qualified charitable distributions, challenges with budgeting, and how to determine your risk tolerance. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/21/2025; Original Air Date: 8/22/2023 & 3/18/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

On this episode of MoneyTalk, Nathan discusses a new strategies for unused 529 savings, how to lower your tax bill with qualified charitable distributions, challenges with budgeting, and how to determine your risk tolerance. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/21/2025; Original Air Date: 8/22/2023 &amp; 3/18/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

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Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org">www.FINRA.org</a> + <a href="http://www.SIPC.org">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

Business

Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial Group Inc. 24 Albion Rd. Ste. 340 Lincoln, RI 02865 (401) 434-8090

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org" rel="noopener noreferrer">www.FINRA.org</a> + <a href="http://www.SIPC.org" rel="noopener noreferrer">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

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