We often talk about how retirement is changing, because understanding these trends can help us get a better handle on how it might look for you. Donna and Nathan discuss how to ensure that your plan is properly positioned for the evolving state of retirement. Also on MoneyTalk, retirement plan fee deductibility and risk tolerance. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 1/27/2025; Original Air Dates: 3/12/2024 & 6/8/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
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