December deadlines are fast approaching, and we’re here to help you put a bow on your finances so you can settle in and enjoy your holidays. Donna discusses items to consider for your year-end planning checklist, such as gifting, payroll deferrals, charitable giving, RMDs, portfolio rebalancing, and more. Also on MoneyTalk, features and benefits of different types of annuities. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/11/2024. 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.

December deadlines are fast approaching, and we’re here to help you put a bow on your finances so you can settle in and enjoy your holidays. Donna discusses items to consider for your year-end planning checklist, such as gifting, payroll deferrals, charitable giving, RMDs, portfolio rebalancing, and more. Also on MoneyTalk, features and benefits of different types of annuities. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

December deadlines are fast approaching, and we’re here to help you put a bow on your finances so you can settle in and enjoy your holidays. Donna discusses items to consider for your year-end planning checklist, such as gifting, payroll deferrals, charitable giving, RMDs, portfolio rebalancing, and more. Also on MoneyTalk, features and benefits of different types of annuities. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 11/11/2024. 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.

Year-End Prepping

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

Share Year-End Prepping

Sign up to save your podcasts

Year-End Prepping

Year-End Prepping

More shows like Don Sowa's MoneyTalk

InvestTalk

The Stacking Benjamins Show

Jill on Money with Jill Schlesinger

Retirement Answer Man

The Clark Howard Podcast

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)