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When you are one year out from retirement, you know that it’s time to get your ducks in a row, the question is: which ducks and in what order? Donna and Nathan discuss how to prioritize your action items during that last year before retirement. Also, on MoneyTalk, common questions from first-time clients, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 2/3/2026; Original Air Date: 10/16/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!
See omnystudio.com/listener for privacy information.
By Cumulus Providence4.6
99 ratings
When you are one year out from retirement, you know that it’s time to get your ducks in a row, the question is: which ducks and in what order? Donna and Nathan discuss how to prioritize your action items during that last year before retirement. Also, on MoneyTalk, common questions from first-time clients, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 2/3/2026; Original Air Date: 10/16/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!
See omnystudio.com/listener for privacy information.

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