Don Sowa's MoneyTalk

Making Sense of Social Security


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Social Security is something that nearly all Americans will have to plan for in one way or another, and even the basic rules can cause confusion to those approaching benefit age. Donna and Nathan discuss some of the common questions they receive on Social Security benefits. Also on MoneyTalk, flaws in the Monte Carlo simulation, and celebrity estate planning blunders. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 3/14/2025; Original Air Date: 3/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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Don Sowa's MoneyTalkBy Cumulus Providence

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