Don Sowa's MoneyTalk

By: Cumulus Providence
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  • Summary

  • 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
    2024 Cumulus Providence
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Economics
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Episodes
  • The Season of Gifting

    The Season of Gifting
    Nov 25 2024
    During this holiday season, if you are planning on giving monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also on MoneyTalk, managing competing goals, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

    See omnystudio.com/listener for privacy information.
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    42 mins
  • The Draw of Pessimism

    The Draw of Pessimism
    Nov 22 2024
    You may have heard the saying, “if it bleeds, it leads”, reflecting the fact that negative news gets far more attention than positive, and this phenomenon rings especially true in the financial markets. Donna and Nathan discuss how our tendency toward pessimistic thinking drives our investing decisions. Also, on our MoneyTalk Moment in Financial History, how the Russian Revolution set the table for the reemergence of totalitarian rule in Russia. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais; Air Date: 11/20/2024; Original Air Date: 5/25/2023 & 9/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

    See omnystudio.com/listener for privacy information.
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    42 mins
  • To Rent Or To Buy?

    To Rent Or To Buy?
    Nov 20 2024
    When you buy a home it can be a moment of great pride, but the allure of homeownership can also lead us into a financial hole that might’ve been avoided had you chosen to rent instead. Donna and Nathan discuss considerations for those trying to decide on whether to rent or to buy. Also on MoneyTalk, saving for needs other than retirement, and Roth conversion planning. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/18/2024; Original Air Date: 4/30/2024 & 7/11/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

    See omnystudio.com/listener for privacy information.
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    42 mins

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